Dmk Advisor Group, Inc.

Dmk Advisor Group, Inc. (CRD# 41067) is a financial advisory firm headquartered in Lutz, FL. They manage $56,730,097 in 424 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
17961 Hunting Bow Circle, Suite 102, Lutz, FL 33558
https://www.facebook.com/dmkadvisorgroup
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $133,797
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, FL, GA, KS, LA, MD, MI, MN, MO, NE, NH, NY, OH, OR, PR, SC, SD, TN, TX, UT, WA

Financial Advisors at Dmk Advisor Group, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Kelvin Douglas, financial advisor Mcminnville TN
Kelvin R. Douglas
CRD#: 4723703
811 Faulkner Springs Rd, Mcminnville, TN 37110

Kelvin Douglas (CRD# 4723703) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Mcminnville, TN and has over 20 years of experience in the finance industry.

2
Natalie Neaton, financial advisor Englewood CO
Natalie M. Neaton
CRD#: 5991304
9635 Maroon Circle, Suite 440, Englewood, CO 80112

Natalie Neaton (CRD# 5991304) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Englewood, CO and has over 11 years of experience in the finance industry.

3
Harold Schwartz, financial advisor Lutz FL
Harold A. Schwartz
CRD#: 841225
17961 Hunting Bow Circle, Suite 102, Lutz, FL 33558

Harold Schwartz (CRD# 841225) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Lutz, FL and has over 40 years of experience in the finance industry.

4
Melissa Wagner, financial advisor Lutz FL
Melissa A. Wagner
CRD#: 4961955
17961 Hunting Bow Circle, Suite 102, Lutz, FL 33558

Melissa Wagner (CRD# 4961955) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Lutz, FL and has over 18 years of experience in the finance industry.

5
Peter Wyrough, financial advisor Annapolis MD
Peter S. Wyrough
CRD#: 1291706
2444 Solomons Island Rd., Ste. 212, Annapolis, MD 21401

Peter Wyrough (CRD# 1291706) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Annapolis, MD and has over 38 years of experience in the finance industry.

6
Christine Cagle, financial advisor Excelsior Springs MO
Christine M. Cagle
CRD#: 7304095
Excelsior Springs, MO

Christine Cagle (CRD# 7304095) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Excelsior Springs, MO and has over 2 years of experience in the finance industry.

7
John Ohman, financial advisor Pelican Rapids MN
John D. Ohman
CRD#: 1059085
101 N. Broadway, Pelican Rapids, MN 56572

John Ohman (CRD# 1059085) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Pelican Rapids, MN and has over 40 years of experience in the finance industry.

8
Stephen Westveer, financial advisor Lutz FL
Stephen C. Westveer
CRD#: 2580408
17961 Hunting Bow Circle, Suite 102, Lutz, FL 33558

Stephen Westveer (CRD# 2580408) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Lutz, FL and has over 29 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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