Dbk Financial Counsel, LLC

Dbk Financial Counsel, LLC (CRD# 170688) is a financial advisory firm headquartered in Cuyahoga Falls, OH. They manage $134,274,805 in 169 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
198 W. Portage Trail Ext., Ste. 105, Cuyahoga Falls, OH 44223
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $794,525
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, OH

Financial Advisors at Dbk Financial Counsel, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Kearns, financial advisor Cuyahoga Falls OH
David B. Kearns
CRD#: 5581079
198 W. Portage Trail Ext., Ste. 105, Cuyahoga Falls, OH 44223

David Kearns (CRD# 5581079) is an Investment Advisor Representative working at Dbk Financial Counsel, LLC in Cuyahoga Falls, OH and has 1 year of experience in the finance industry.

2
Dori Riddle, financial advisor Cuyahoga Falls OH
Dori Riddle
CRD#: 6940322
198 W. Portage Trail Ext., Ste. 105, Cuyahoga Falls, OH 44223

Dori Riddle (CRD# 6940322) is an Investment Advisor Representative working at Dbk Financial Counsel, LLC in Cuyahoga Falls, OH and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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