James F. Dykstal

DEMARCHE

Overland Park, KS 66210-1564

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CRD#: 2767189

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.

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.

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

CRD#: 32383

MERRIAM, KS

Past

September 23, 2008 - October 17, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

KANSAS CITY, MO

Past

August 29, 1996 - March 2, 1998

MOMENTUM INDEPENDENT NETWORK INC.

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".

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)

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 66

Date: 1/25/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/28/1997

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: 4/24/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 28

Date: 4/28/2011

Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm

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

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART II DMS MARCH 27 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 185,292,808

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.

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Advisor Monitoring

Firm Stability Insights

James F. Dykstal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Frederick Dykstal's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEMARCHE

KANSAS CITY BROKERAGE. INC

MORGAN STANLEY & CO. LLC

MOMENTUM INDEPENDENT NETWORK INC.

Primary Firm SEC Registration

DEMARCHE

State Registrations and Notice Filings

Exams

Series 66

Date: 1/25/2014

Series 63

Date: 2/28/1997

SIE

Date: 10/1/2018

Series 7

Date: 4/24/2014

Series 28

Date: 4/28/2011

Current Firm

DEMARCHE

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEMARCHE

TRUST BUT VERIFY

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