Advisors at this firm
Daniel B
Series 63, Series 65
Lucas, TX
DMK Advisor Group, Inc.
Daniel Bramschreiber is a financial advisor at DMK Advisor Group, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Great Point Advisors, LLC and Great Point Capital, LLC since 2020, as well as Arque Capital Ltd from 2008 to 2020. Outside of his advisory role, he is affiliated with DAB Wealth Management, where he is involved in due diligence, product placement, and service review. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, using portfolios constructed from mutual funds and ETFs, with a combination of technical and fundamental analysis guiding discretionary and non-discretionary account management.
Carlos V
Series 63, Series 66
San Antonio, TX
DMK Advisor Group, Inc.
Carlos Valadez is a financial advisor at DMK Advisor Group, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Money Concepts Capital Corp and USAA Financial Advisors. Outside of his advisory role, he owns Valadez Enterprises, LLC and Valadez Financial Planning & Wealth Management, LLC, which operate in non-investment-related capacities. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement plans using portfolios constructed with mutual funds and ETFs, employing both technical and fundamental analysis with tailored trading approaches for discretionary and non-discretionary accounts.
Christine C
Series 63, Series 65
Excelsior Springs, MO
DMK Advisor Group, Inc.
Christine Cagle is a financial advisor at DMK Advisor Group, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has operated Cagle Insurance, a sole proprietorship focused on Medicare and health insurance products, since 2011. DMK Advisor Group, Inc. manages approximately $84.5 million in assets and offers discretionary and non-discretionary portfolio management along with financial planning to individuals, small businesses, trusts, and retirement plans. The firm utilizes mutual funds and ETFs with a combination of technical and fundamental analysis and operates as both a registered investment adviser and an independent broker-dealer.
David H
Series 63, Series 65
Draper, UT
DMK Advisor Group, Inc.
David Hogan is a financial advisor with DMK Advisor Group, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes long tenures at Securities Management & Research, Inc. and Hogan French Financial Services, Inc., and he has been involved in insurance sales through American National Insurance Company since 1986. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement plans, using a combination of mutual funds and ETFs with both technical and fundamental analysis to tailor portfolio management and trading frequency according to account type.
Michael B
Series 63, Series 65
Kearney, MO
DMK Advisor Group, Inc.
Michael Blackmore is a financial advisor at DMK Advisor Group, Inc. with 28 years of industry experience. He previously worked at Parkland Securities and Stephen A. Kohn & Associates, Ltd. Blackmore holds Series 63 and Series 65 designations and serves on the board of directors for the East Clay Rotary Club. He is also involved in managing fixed life insurance, annuities, long-term care and health insurance, and Medicare supplement products. DMK Advisor Group, Inc. manages approximately $84.5 million in client assets and offers discretionary and non-discretionary portfolio management along with financial planning services to individuals, small businesses, trusts, and retirement plans. The firm uses mutual funds and ETFs with a combination of technical and fundamental analysis, and operates both as a registered investment adviser and an independent broker-dealer.
Clifton J
ChFC®, Series 63
Bountiful, UT
DMK Advisor Group, Inc.
Clifton Johnson is a financial advisor at DMK Advisor Group, Inc. with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Securities Management & Research, Inc. and American National Insurance. Outside of his advisory work, he serves as a board member of NAIFA Utah and is a counselor in the bishopric of his local LDS church. DMK Advisor Group, Inc. manages approximately $84.5 million in client assets, providing discretionary and non-discretionary portfolio management along with financial planning to individuals, small businesses, trusts, and retirement or profit-sharing plans. The firm constructs portfolios using mutual funds and ETFs, blending technical and fundamental analysis, and operates uniquely as both a registered investment adviser and an independent broker-dealer.
Ryan M
Series 63, Series 65
Lake Wales, FL
DMK Advisor Group, Inc.
Ryan Muller is a financial advisor with DMK Advisor Group, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at TCWP LLC since 2020, following roles at Starwood Capital, LLC and Principal Global Investors. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans using portfolios composed of mutual funds and ETFs, combining technical and fundamental analysis with varying trading approaches based on account discretion.
Janak D
Series 63, Series 66
St. Augustine, FL
DMK Advisor Group, Inc.
Janak Desai is a financial advisor with DMK Advisor Group, Inc., holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Compass Financial Management LLC and Royal Alliance, among other firms. Outside of his advisory role, he serves as Membership Director for the Indous Chamber of Commerce, a nonprofit organization in Jacksonville, FL. DMK Advisor Group, Inc. is a multi-team registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm offers discretionary and non-discretionary portfolio management using mutual funds and ETFs, combining technical and fundamental analysis with varying trading approaches based on account type.
Ruben R
Series 66
San Juan, PR
DMK Advisor Group, Inc.
Ruben Rodriguez Dominguez is a financial advisor at DMK Advisor Group, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at Investacorp Advisory Services and Investacorp INC prior to joining DMK Advisor Group. He is also a director of Fundaci6n Emilio "Millo" Romero Cuevas Inc., a nonprofit organization that awards scholarships to young student athletes. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, employing a combination of technical and fundamental analysis with investment portfolios constructed using mutual funds and exchange-traded funds.
Juan M
Series 65
Lutz, FL
DMK Advisor Group, Inc.
Juan Melendez Calero is a financial advisor with DMK Advisor Group, Inc. He holds a Series 65 designation and has worked in the industry since 2009, including his current role at DMK Advisor Group since 2022. His prior experience includes a longstanding position at NFP Securities, Inc. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans using portfolios composed of mutual funds and ETFs, employing both technical and fundamental analysis with active trading for discretionary accounts and a consultative approach for non-discretionary accounts.
David L
CFP®, ChFC®, Series 63, Series 65
Lenoir City, TN
DMK Advisor Group, Inc.
David Lamont is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with DMK Advisor Group, Inc., where he has worked since 2021 with a brief interval at Silver Oak Securities. His prior experience includes long tenures at Securities Management and Research, Inc. and American National Insurance Company. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, utilizing mutual funds and ETFs with a combination of technical and fundamental analysis.
Stephen W
Series 63, Series 65
Kalamazoo, MI
DMK Advisor Group, Inc.
Stephen Westveer is a financial advisor at DMK Advisor Group, Inc. in Kalamazoo, MI, with 30 years of industry experience. He has been with DMK Advisor, previously known as Stephen A. Kohn & Associates, Ltd., since 2005. Outside of his advisory role, he is involved with Westveer Investment Consultants and Integrated System & Design. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, employing a combination of technical and fundamental analysis with portfolios constructed exclusively from mutual funds and exchange-traded funds.
John O
Series 63, Series 65
Pelican Rapids, MN
DMK Advisor Group, Inc.
John Ohman is a financial advisor with DMK Advisor Group, Inc. in Pelican Rapids, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has previously worked at Stephen A. Kohn & Associates, Ltd and has been involved with Flatirons Financial LLC for over 30 years, where he is sole member and registered as an exempt commodity trading advisor focused on agricultural-related businesses. Outside of his advisory work, he is a half-owner of a spray foam insulation business. DMK Advisor Group, Inc. is a multi-team registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm offers discretionary and non-discretionary portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, using mutual funds and ETFs with a combination of technical and fundamental analysis.
Sunil M
ChFC®, Series 63, Series 66
Orange Park, FL
DMK Advisor Group, Inc.
Sunil Misra is a ChFC® credentialed financial advisor with 13 years of industry experience, currently serving at DMK Advisor Group, Inc. He has worked at several firms including Stephen A. Kohn & Associates, Ltd., New Century Financial Group, LLC, and Royal Alliance Associates. Outside of his advisory work, Misra is a board member of the Rotary Club of Orange Park Sunset and manages IT consulting services through his own firm, Sunil Misra LLC. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm provides discretionary and non-discretionary portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, employing a combination of technical and fundamental analysis with portfolios composed exclusively of mutual funds and ETFs.
Kelvin D
Series 63, Series 65
Mc Minnville, TN
DMK Advisor Group, Inc.
Kelvin Douglas is a financial advisor with DMK Advisor Group, Inc. in McMinnville, Tennessee, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at DMK Advisor Group since 2019 and has been involved with Douglas & Lanier Agency since 2016, where he serves as Vice President overseeing property, casualty, life, and health insurance. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm provides portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, employing both technical and fundamental analysis with a range of trading approaches based on account type.