Advisor at Lane Family Wealth Management
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Firm
Lane Family Wealth Management
Location
North Liberty, IA 52317
Credentials
CFP®, Series 66
Industry experience
25 years
David Senkyr is a financial advisor at Lane Family Wealth Management with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Lane Family Wealth Management in 2025, he worked at Fidelity Institutional and Fidelity Investments for 17 years, as well as at Private Client Services and David James Financial Inc. Senkyr is also involved in life and long-term care insurance sales. Lane Family Wealth Management provides portfolio management services primarily for pooled or institutional-type accounts, offering both discretionary and non-discretionary management tailored to clients’ goals and risk tolerance. The firm uses a combination of charting, cyclical, fundamental, and technical analysis and generally focuses on mutual funds, fixed income, real estate funds, annuities, equities, ETFs, and Treasury inflation-protected securities.
$0 - $24,999: up to 1.00% $25,000 - $999,999: up to 1.00% $1,000,000+: up to 1.00%
Commissions received from sale of investment products are outside compensation and not the primary source of compensation
595 Ashley Ct, Ste 2
North Liberty, IA 52317
Iowa · Texas
Lane Family Wealth Management
2025 - Present (1 year)
David James Financial Inc.
2023 - Present (3 years)
Private Client Services
2023 - 2025 (2 years)
Fidelity Institutional
2006 - 2023 (17 years)
fidelity Investments
2006 - 2023 (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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