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DS

David P. Senkyr

LANE FAMILY WEALTH MANAGEMENT
NORTH LIBERTY, IA 52317
Some features on this profile are disabled
CRD#: 4311689
DS

Professional summary

David Patrick Senkyr, CFP®, who also goes by Patrick David Senkyr, Patrick Patrick Senkyr, Pat Senkyr, is a registered financial advisor currently at LANE FAMILY WEALTH MANAGEMENT located in North Liberty, Iowa.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. David has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Patrick David Senkyr | Patrick Patrick Senkyr | Pat Senkyr

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Patrick Senkyr'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®
CFP®

Certified Financial Planner

Experience

Current

November 20, 2025 - Present

LANE FAMILY WEALTH MANAGEMENT

Office #1: 595 Ashley Ct Ste 2, North Liberty, IA 52317
RIA
CRD#: 337964
NORTH LIBERTY, IA
Past

April 24, 2023 - March 25, 2026

DAVID JAMES FINANCIAL

RIA
CRD#: 306301
NORTH LIBERTY, IA
Past

April 17, 2023 - December 9, 2025

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
NORTH LIBERTY, IA
Past

May 26, 2006 - April 18, 2023

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

May 6, 2002 - May 18, 2006

FEDERATED INVESTMENT COUNSELING

RIA
CRD#: 105325
PITTSBURGH, PA
Past

March 20, 2001 - May 18, 2006

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
PITTSBURGH, PA

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
Iowa
(11/20/2025)
IAR
Texas
(11/20/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/5/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/25/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/19/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

LF
LANE FAMILY WEALTH MANAGEMENT
EN ENTERPRISES, LLC | LANE FAMILY WEALTH MANAGEMENT

CRD#: 337964 / SEC#: 801-134759

RIA
Registered Investment Advisory firm - (11/20/2025 120-Day Approval)
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Contact information

Main Address
595 Ashley Ct Ste 2, North Liberty, IA 52317
Mailing Address
Phone number
(319) 535-4525
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (6 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

LANE FAMILY WEALTH MANAGEMENT ADV PART 2A (10/15/2025)
0

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

LANE FAMILY WEALTH MANAGEMENT

CRD#: 337964North Liberty, IA 52317

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