Kenneth G. Daemicke

MPS-LORIA FINANCIAL PLANNERS,LLC

BURR RIDGE, IL 60527-6955

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CRD#: 1566636

Professional summary

Kenneth George Daemicke, who also goes by Ken Daemicke, is a registered financial advisor currently at MPS-LORIA FINANCIAL PLANNERS,LLC located in Burr Ridge, Illinois.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Kenneth has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ken Daemicke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 01/1987 Independent Licensed insurance Agent; Investment Related; Illinois; Individual life, Life Insurance 2)8/1981 Kenneth G. Daemicke, Ltd. D/B/A AllPro Financial Solutions Ltd. ; President; Not Investment Related; Burr Ridge, IL; Consulting Firm; 20 hours/month; 10 hours/during trading hours; Consult with clients on professional services needed, supervise firm activities including expense management, new and existing revenue and financial statements.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth George Daemicke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 21, 2000 - Present

MPS-LORIA FINANCIAL PLANNERS,LLC

Office #1: 7500 So. County Line Rd., Burr Ridge, IL 60527-6955

RIA

CRD#: 122866

BURR RIDGE, IL

Past

July 28, 2000 - September 27, 2023

LORIA FINANCIAL GROUP, LLC

CRD#: 102360

BURR RIDGE, IL

Past

September 24, 1986 - July 17, 2000

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MPS-LORIA FINANCIAL PLANNERS,LLC

BRIDGEVIEW WEALTH MANAGEMENT | MPS-LORIA FINANCIAL PLANNERS,LLC | MPS LORIA INSURANCE SOLUTIONS | LORIA FINANCIAL PLANNERS

CRD#: 122866 / SEC#: 801-66518

RIA

Registered Investment Advisory firm - (4/5/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/21/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Current Firm

MPS-LORIA FINANCIAL PLANNERS,LLC

BRIDGEVIEW WEALTH MANAGEMENT | MPS-LORIA FINANCIAL PLANNERS,LLC | MPS LORIA INSURANCE SOLUTIONS | LORIA FINANCIAL PLANNERS

CRD#: 122866 / SEC#: 801-66518

RIA

Registered Investment Advisory firm - (4/5/2006 Approved)

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Contact information

Main Address

7500 South County Line Road, Burr Ridge, IL 60527-6955

Mailing Address

Phone number

(630) 887-4404

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MPS LORIA FINANCIAL PLANNERS, LLC PART 2A BROCHURE (11/11/2025)

Regulatory assets under management

Total Number of Accounts	1,658
AUM (Assets Under Management)	$ 751,385,359

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Kenneth G. Daemicke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth George Daemicke's CRS (Customer Relationship Summary).

Certified licenses

Experience

LORIA FINANCIAL GROUP, LLC

CETERA FINANCIAL SPECIALISTS LLC

Primary Firm SEC Registration

MPS-LORIA FINANCIAL PLANNERS,LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/1998

Series 63

Date: 7/29/1991

SIE

Date: 10/1/2018

Series 7

Date: 9/20/1986

Current Firm

MPS-LORIA FINANCIAL PLANNERS,LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MPS-LORIA FINANCIAL PLANNERS,LLC

TRUST BUT VERIFY

Contact information

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