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David Damme

Advisor at Cetera

Updated today
Cetera logo

Firm

Cetera

Location

Topeka, KS 66617

Credentials

ChFC®, Series 63

Industry experience

26 years

About

David Damme is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Cetera. His prior roles include positions at Farmers Financial Solutions and ownership of David L. Damme Insurance Agency Inc. He volunteers as a teacher for Junior Achievement USA, providing education on economics to students. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

2708 Nw Topeka Blvd Ste C

Topeka, KS 66617

Most active in

Kansas · Texas

Work history

Cetera

2023 - Present (3 years)

Executor for Mothers Estate

2019 - 2020 (1 year)

Cetera Wealth Services, LLC

2019 - Present (7 years)

DPOA for Mother

2015 - 2019 (4 years)

Hickory Ridge HOA

2010 - 2023 (13 years)

Farmers Financial Solutions, LLC

2000 - 2019 (19 years)

David L. Damme Insurance Agency Inc

1981 - Present (45 years)

Farmers Ins. Group

1981 - 2019 (38 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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