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DK

David A. Kenkel

OUTFITTER FINANCIAL
Brunswick, ME 04011
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CRD#: 1696748
DK

Professional summary


David Andrew Kenkel is a registered financial advisor currently at OUTFITTER FINANCIAL located in Brunswick, Maine.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. David has worked at 13 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) SPRINGWORKS FARM MAINE, INC. / NON-INVESTMENT RELATED/347 LISBON STREET, LISBON, ME 04250 / AQUAPONICS ORGANIC FARMING / SHAREHOLDER & BOARD OF DIRECTORS / AUGUST 2014 / 10 HRS PER MONTH / LESS THAN 1 HR DURING TRADING HRS/GOVERNANCE, OVERSIGHT (2) BACKSTOPPERS FOUNDATION / NON-INVESTMENT RELATED / 272 OLD BRUNSWICK RD DURHAM, ME 04222/ PRIVATE FOUNDATION /FOUNDING DIRECTOR & PRESIDENT / JULY 2013 / 2 HRS PER MONTH / 0 HRS PER TRADING HRS / GOVERNANCE, OVERSIGHT (3) UNIVERSITY OF MONTANA/NON-INVESTMENT RELATED / 32 CAMPUS DRIVE, MISSOULA, MT 59812 / COLLEGE ATHLETICS / MEN'S RUGBY HEAD COACH / AUGUST 2025 / 30 HRS PER MONTH / 0 HRS PER TRADING HRS / COACHING AND RECRUITING

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view David Andrew Kenkel'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

January 17, 2018 - Present

OUTFITTER FINANCIAL

Office #1: 14 Maine St Suite 406, Brunswick, ME 04011
RIA
CRD#: 291413
Brunswick, ME
Past

June 4, 2013 - March 21, 2014

ANDREW GARRETT INC.

RIA
CRD#: 29931
KALISPELL, MT
Past

June 4, 2013 - March 21, 2014

ANDREW GARRETT INC.

BD
CRD#: 29931
KALISPELL, MT
Past

June 3, 2013 - August 26, 2016

OUTFITTER FINANCIAL CORP.

RIA
CRD#: 138923
MCLEAN, VA
Past

May 29, 2013 - May 9, 2018

OUTFITTER ADVISORS, LTD.

RIA
CRD#: 110094
MCLEAN, VA
Past

January 3, 2003 - June 4, 2013

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
WHITEFISH, MT
Past

January 3, 2003 - June 4, 2013

OPPENHEIMER & CO. INC.

BD
CRD#: 249
WHITEFISH, MT
Past

May 25, 2001 - January 3, 2003

CIBC WORLD MARKETS CORP.

RIA
CRD#: 630
WHITEFISH, MT
Past

May 9, 2001 - January 3, 2003

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

June 13, 1994 - May 16, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 24, 1991 - June 16, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

August 22, 1989 - July 23, 1991

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

October 17, 1988 - August 23, 1989

JOHNSTON, LEMON & CO. INCORPORATED

BD
CRD#: 473
Past

August 3, 1988 - October 29, 1988

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
Past

May 28, 1988 - July 30, 1988

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
Past

July 22, 1987 - May 28, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474

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".
OF
OUTFITTER FINANCIAL
OUTFITTER FINANCIAL | OUTFITTERS FINANCIAL LLC | OUTFITTER FINANCIAL, LLC

CRD#: 291413 / SEC#: 801-112316

RIA
Registered Investment Advisory firm - (1/17/2018 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
Maine
(3/9/2022)
IAR
Massachusetts
(10/2/2018)
IAR
Texas
(1/17/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/5/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


OF
OUTFITTER FINANCIAL
OUTFITTER FINANCIAL | OUTFITTERS FINANCIAL LLC | OUTFITTER FINANCIAL, LLC

CRD#: 291413 / SEC#: 801-112316

RIA
Registered Investment Advisory firm - (1/17/2018 Approved)
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Contact information


Main Address
14 Maine St Suite 406, Brunswick, ME 04011
Mailing Address
Phone number
(978) 865-3787
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (8/19/2025)

Regulatory assets under management


Total Number of Accounts69
AUM (Assets Under Management)$ 156,872,594

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.

Company Information


OUTFITTER FINANCIAL

CRD#: 291413Brunswick, ME 04011

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