DS
David D. Schmit
KRP FINANCIAL SERVICES
Sioux City, IA 51104
CRD#: 4472817
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DS
David Duane SchmitKRP FINANCIAL SERVICES
Professional summary
David Duane Schmit is a registered financial advisor currently at KRP FINANCIAL SERVICES, LLC located in Sioux City, Iowa.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Duane Schmit'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®
NoneExperience
Current
February 17, 1999 - Present
KRP FINANCIAL SERVICES, LLC
Office #1: 3253 Floyd Blvd, Sioux City, IA 51104RIA
CRD#: 115251
Sioux City, IA
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(2/17/1999)
IAR
Nebraska(1/9/2024)
Exams
Current Firm
KF
KRP FINANCIAL SERVICES, LLC
KRP FINANCIAL SERVICES, LLC
CRD#: 115251 / SEC#:
Iowa
Registered Investment Advisory firm - (2/17/1999 Approved)Nebraska
Registered Investment Advisory firm - (2/1/2009 Approved)South Dakota
Registered Investment Advisory firm - (9/11/2025 Terminated)Texas
Registered Investment Advisory firm - (9/11/2025 Terminated)Loading...
Contact information
Main Address
522 4th Street Suite 200, Sioux City, IA 51101-1620
Mailing Address
3253 Floyd Blvd., Sioux City, IA 51104
Phone number
(712) 258-5550
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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