Advisor at DMK Advisor Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DMK Advisor Group, Inc.
Location
Kearney, MO
Credentials
Series 63, Series 65
Industry experience
28 years
Financial planning fixed fees: Preliminary Financial Review - $350; Quarterly Review and Update - $100 annually
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $750,000: 2.00% $750,001 - $1,000,000: 1.75% $1,000,001 - $1,250,000: 1.50% $1,250,000+: Negotiated
Clients may select commission-based accounts for insurance products; no commissions on other securities
Specific services charged at $150 per hour
Account minimum: $10,000.00 Minimum fee: Retirement account custodian fee of $35.00 annually Fee-only: Financial planning fees: Initial Consultation - No Charge; Preliminary Financial Review - $350; Quarterly Review and Update - $100 annually; Specific services - $150 per hour
DMK Advisor Group, Inc.
2019 - Present (7 years)
Stephen A. Kohn & Associates, Ltd.
2019 - 2019 (1 year)
Parkland Securities
2004 - 2019 (15 years)
Spc
2004 - 2019 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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.
CFP®, CPA, PFS™
Gladstone, MO
Next Bloom Wealth
Next Bloom Wealth takes a team-based approach to financial planning and investment management. My partner, Ashley Dickson, and I have worked together for the past 8 years. The Next Bloom team offers two perspectives, with the objective of helping our clients reach their goals. We believe that two sets of ears are better than one. We take a goals-based approach during the accumulation phase and shift to cash flow planning as our clients transition into retirement. Our comprehensive planning services often include tax planning and analysis, estate planning, risk management/insurance, investment allocations, social security/Medicare planning, cash flow analysis, budgeting, education planning and debt management. We recognize that each client has different needs, and we tailor our planning priorities to efficiently address our clients planning objectives. Our services are best for those looking for a long-term relationship with a financial planner that can support you through each phase of life. We manage our client’s investments, meet regularly, and provide a collaborative living financial plan. Visit us at https://nextbloomwealth.com for more information.
CFP®, Series 63, Series 65
Liberty, MO
Edward Jones
Series 66
Kansas City, MO
Edward Jones
Series 66
Excelsior Springs, MO
Edward Jones
CFP®, ChFC®, Series 63
Kansas City, MO
Edward Jones
CFP®, Series 66
Gladstone, MO
Edward Jones
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