Christine
Cagle

Dmk Advisor Group, Inc

CRD#7304095
Investment Advisor
in Excelsior Springs, MO

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About this Advisor

Christine Cagle is a financial advisor working out of Excelsior Springs, Missouri with a total of 1 year of industry experience. Cagle is an advisor for Dmk Advisor Group, Inc. Throughout their career, Cagle has worked at Dba Cagle Insurance and Dmk Advisor Group. Cagle has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Kansas and Missouri. Dmk Advisor Group, Inc is a registered investment company that has its headquarters in Lutz, FL. The firm has a total of 42 financial advisors. It handles $62 million in assets under management between its 436 accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 436 customer accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets. The company has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically vary depending on which services the firm provides the client. However, fees billed by Dmk Advisor Group, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Excelsior Springs, MO

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Dmk Advisor Group, Inc Brokerage Details

Total Assets Under Management

$61,931,669

MO Average: $1,855,561,029
Total Number of Employees

42

MO Average: 62
Total Number of Accounts

436

MO Average: 2,474
Average Account Size

$142,045

MO Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christine Cagle Work History

Christine has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Dmk Advisor Group

2001 - Present (23 years)

Dba Cagle Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christine Cagle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dmk Advisor Group, Inc

Peter Wyrough
Annapolis, MD
Natalie Neaton
Englewood, CO
Timothy Canfield
Denver, CO
William Norton
Lutz, FL
Melissa Wagner
Lutz, FL
Michael Blackmore
Kearney, MO
Christine Cagle
Excelsior Springs, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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