David
Mcnamara

The Planners Professional Services, Inc

CRD#1259424
Investment Advisor
in West Des Moines, IA
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About this Advisor

David Mcnamara is a certified financial planner in West Des Moines, Iowa. Currently an investment advisor at The Planners Professional Services, Inc, Mcnamara has an impressive 29 years of work experience in the financial advisory industry. Mcnamara holds a Series 63 license, certifying them as a securities broker. Mcnamara is registered to work with customers based out of Iowa and Texas. Over the course of their career, Mcnamara has held roles at The Planners Professional Services, Inc, Summit Financial Group Inc, Vsr Financial Services, Inc, Vsr Advisory Services, The Planners Financial Services and Summit Brokerage Services, Inc. The Planners Professional Services, Inc is headquartered in West Des Moines, Iowa. None of the firm's clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

29 years

Services Offered

Financial planning services, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

1012 Grand Avenue
West Des Moines, IA 50265

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The Planners Professional Services, Inc Brokerage Details

Total Number of Employees

2

IA Average: 166

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Investment Advisory Services

  • Financial planning services
  • Other

David Mcnamara Work History

David has 29 years of experience.

2016 - Present (3 years)

Summit Financial Group Inc

2016 - Present (3 years)

Summit Brokerage Services, Inc

1989 - Present (30 years)

The Planners Professional Services, Inc

1989 - Present (30 years)

The Planners Financial Services

2007 - 2016 (9 years)

Vsr Advisory Services

1989 - 2016 (27 years)

Vsr Financial Services, Inc

Disclosures

David Mcnamara has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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