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JD

James F. Dykstal

DEMARCHE
OVERLAND PARK, KS 66210-1564
Some features on this profile are disabled
CRD#: 2767189
JD
James Frederick DykstalDEMARCHE

Professional summary

James Frederick Dykstal, CFA is a registered financial advisor currently at DEMARCHE located in Overland Park, Kansas and DEMARCHE located in Overland Park, Kansas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. James has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 28 exams.

At a Glance

Always Fiduciary

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.
Employed by affiliated RIAs: CRDs 105500, 145851

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Frederick Dykstal'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®
CFA

Chartered Financial Analyst

Experience

Current

April 30, 2010 - Present

DEMARCHE

Office #1: 10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564
RIA
CRD#: 105500
OVERLAND PARK, KS
Current

February 6, 2014 - Present

DEMARCHE

Office #1: 10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564
RIA
CRD#: 145851
OVERLAND PARK, KS
Past

December 15, 2011 - December 12, 2019

KANSAS CITY BROKERAGE. INC

BD
CRD#: 32383
MERRIAM, KS
Past

September 23, 2008 - October 17, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
KANSAS CITY, MO
Past

August 29, 1996 - March 2, 1998

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX

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".
DE
DEMARCHE
DEMARCHE | DMS | DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD#: 145851 / SEC#: 801-68693

RIA
Registered Investment Advisory firm - (1/29/2008 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
Kansas
(4/30/2010)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 1/25/2014
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 2/28/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 4/24/2014
General Securities Representative Examination
Principal/Supervisory Exam
PR
Series 28
Status Unavailable
Passed: 4/28/2011
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm

DE
DEMARCHE
DEMARCHE | DMS | DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD#: 145851 / SEC#: 801-68693

RIA
Registered Investment Advisory firm - (1/29/2008 Approved)
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Contact information

Main Address
10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564
Mailing Address
Phone number
(913) 981-1345
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART II DMS FEB 27 2026 (3/2/2026)

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 228,426,397

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

DEMARCHE

CRD#: 145851Overland Park, KS 66210-1564

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