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DR

David Ribbens

DOMO CAPITAL MANAGEMENT
Sturgeon Bay, WI
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CRD#: 2454698
DR

Professional summary


David Ribbens is a registered financial advisor currently at DOMO CAPITAL MANAGEMENT, LLC located in Sturgeon Bay, Wisconsin.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 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.
Independent Director of Northwestern Mutual Series Fund, January 2017: Investment related, although not a licensed position: I prepare for and attend quarterly meetings of the Board of Directors of the Series Fund. Typical time commitment is 60 hours per quarter, mostly during working hours. Owner of Distribution Team Alpha, LLC, December 2016: Not investment related: Dta Consulting provides consulting services to emerging asset and wealth managers, focused on growing market share and profitability. I spend 20 hours a month on this business, during business hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view David Ribbens's 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

February 10, 2018 - Present

DOMO CAPITAL MANAGEMENT, LLC

RIA
CRD#: 144894
Sturgeon Bay, WI
Past

September 10, 2008 - February 9, 2016

HEARTLAND ADVISORS, INC.

RIA
CRD#: 29433
MILWAUKEE, WI
Past

September 5, 2008 - February 16, 2016

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
MILWAUKEE, WI
Past

May 5, 2005 - March 4, 2008

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

November 6, 2002 - February 7, 2005

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
VANCOUVER, WA
Past

May 1, 2001 - February 7, 2005

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

July 28, 1994 - December 1, 2001

FIRSTAR INVESTMENT SERVICES,INC.

BD
CRD#: 14536
MORRIS PLAINS, NJ
Past

July 1, 1994 - July 19, 1994

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
MILWAUKEE, WI
Past

March 10, 1994 - July 1, 1994

VALLEY SECURITIES, INC.

BD
CRD#: 17345
APPLETON, WI

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
California
(6/17/2021)
IAR
Illinois
(5/11/2022)
IAR
Louisiana
(11/29/2021)
IAR
Michigan
(4/6/2021)
IAR
New York
(3/12/2022)
IAR
Texas
(7/30/2021)
IAR
Washington
(10/21/2022)
IAR
Wisconsin
(2/10/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/10/1995
General Securities Principal Examination

Current Firm


DC
DOMO CAPITAL MANAGEMENT, LLC
DO-MO CAPITAL MANAGEMENT LLC | DOMO CAPITAL MANAGEMENT, LLC

CRD#: 144894 / SEC#:

California
Registered Investment Advisory firm - (6/17/2021 Approved)
Illinois
Registered Investment Advisory firm - (5/10/2022 Approved)
Louisiana
Registered Investment Advisory firm - (11/29/2021 Approved)
Michigan
Registered Investment Advisory firm - (2/2/2021 Approved)
New York
Registered Investment Advisory firm - (3/12/2022 Approved)
North Carolina
Registered Investment Advisory firm - (1/26/2022 Approved)
Texas
Registered Investment Advisory firm - (12/14/2021 Approved)
Washington
Registered Investment Advisory firm - (10/21/2022 Approved)
Wisconsin
Registered Investment Advisory firm - (12/31/2007 Approved)
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Contact information


Main Address
Waukesha, WI
Mailing Address
Phone number
+1 (800) 468-0686
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts156
AUM (Assets Under Management)$ 18,053,717

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


DOMO CAPITAL MANAGEMENT, LLC

CRD#: 144894Sturgeon Bay, WI

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