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DK

Daniel V. Kill

DV KILL ADVISORY SERVICES
MARQUETTE, MI 49855
Some features on this profile are disabled
CRD#: 2914976
DK

Professional summary


Daniel Vanwagoner Kill, ChFC®, who also goes by Dan Kill, Daniel V Kill, is a registered financial advisor currently at DV KILL ADVISORY SERVICES, LLC located in Marquette, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Daniel has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dan Kill | Daniel V Kill

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.
DANIEL VANWAGONER KILL IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. DV KILL ADVISORY SERVICES, LLC ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF DV KILL ADVISORY SERVICES, LLC IN THEIR CAPACITY AS A LICENSED INSURANCE AGENT.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Daniel Vanwagoner Kill'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®
ChFC®

Experience


Current

January 13, 2015 - Present

DV KILL ADVISORY SERVICES, LLC

Office #1: 830 S. Lake St. Suite 4, Marquette, MI 49855
RIA
CRD#: 172883
MARQUETTE, MI
Past

April 16, 2013 - July 6, 2015

OHLMANN INVESTMENT ADVISORS LLC

RIA
CRD#: 165354
GRAND RAPIDS, MI
Past

March 5, 2010 - May 14, 2012

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
NEGAUNEE, MI
Past

November 15, 2006 - May 14, 2012

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
NEGAUNEE, MI
Past

January 6, 2006 - November 2, 2006

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
NEGAUNEE, MI
Past

October 20, 2004 - January 6, 2006

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
MARQUETTE, MI
Past

October 1, 2004 - January 6, 2006

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

September 9, 2002 - October 1, 2004

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

August 16, 2002 - September 10, 2002

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

June 23, 1999 - August 22, 2002

HANTZ FINANCIAL SERVICES, INC.

BD
CRD#: 46047
SOUTHFIELD, MI
Past

December 15, 1997 - June 25, 1999

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

September 15, 1997 - December 17, 1997

GOLDK INVESTMENT SERVICES, INC

BD
CRD#: 15514
BOSTON, MA

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
Michigan
(1/13/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/9/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


DK
DV KILL ADVISORY SERVICES, LLC
DV KILL ADVISORY SERVICES, LLC | KILL, DANIEL V

CRD#: 172883 / SEC#:

Michigan
Registered Investment Advisory firm - (1/12/2015 Approved)
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Contact information


Main Address
830 S. Lake St. Suite 4, Marquette, MI 49855
Mailing Address
Phone number
(906) 250-9363
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts64
AUM (Assets Under Management)$ 5,100,000

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


DV KILL ADVISORY SERVICES, LLC

CRD#: 172883Marquette, MI 49855

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