Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
CK Davis Financial |
| Address: |
2213 NW Gabus Drive |
| City: |
Grimes |
| State: |
IA |
| Zip Code: |
50111 |
| Telephone: |
(515) 491 - 4576 |
| Fax: |
(515) 986 - 3422 |
| Web Site: |
n/a |
| |
| I am a Registered Representative and Insurance
Advisor helping people find ways to Grow and Protect their Wealth. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Carl Davis |
(515) 491 - 4576 |
carl.davis1@mchsi.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: 6, 63
Insurance Licenses (Life, Health, Disability, etc): Life,
Health, Disability
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): FLMI
Education/Area of Study: Financial
Associations and Affiliations:
Experience:
I have / The office has been providing financial and/or related advice to clients
for 21 years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
--- |
Fee based on percentage of assets managed;
percentage ranges |
--- |
Commissions, trail fees, redemption fees,
account fees, etc. |
X |
Other: I get paid from the companies we decide
to do business with not from you. |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
--- |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
--- |
Stock and bond brokerage |
--- |
Other: |
Specialty:
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with Ameritas Securities |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
