Donald L. Demuth
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
MECHANICSBURG, PA 17055-4376
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CRD#: 4574042
Professional summary
Donald Lynn Demuth, CFA, who also goes by Donald Lynn De Muth, is a registered financial advisor currently at MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY located in Mechanicsburg, Pennsylvania.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Donald has worked at 2 firms .
Biography
Donald L. DeMuth, CFA, MBA, CPA/PFS/ABV
Don received his Master of Business Administration degree from the Wharton School of the University of Pennsylvania. He obtained his Bachelor of Arts degree from Franklin and Marshall College. Don has been a licensed Certified Public Accountant since 1975 and has since earned the American Institute of CPA®'s Personal Financial Specialist designation and Accredited in Business Valuation designation for appraisal of non-publicly traded businesses. He became a Chartered Financial Analyst charterholder in 2012. Don is also a Registered Investment Advisor with the Securities and Exchange Commission.
Don has had faculty appointments to the Wharton School of the University of Pennsylvania, Pennsylvania State University, and Franklin and Marshall College, where he taught Investments and Portfolio Management courses. He wrote Physician's Gide to the Tax Reform Act of 1986 published by Medical Economics Books, Practice Options for Today's Young Physician published by the Pennsylvania Medical Society Council on Medical Practice, and 1988 Tax Planning Strategies for Dentists Featuring the Revenue Act of 1987 and the Tax Reform Act of 1986. He has authored or co-authored approximately 50 articles in medial and dental publications.
Don is a lifelong baseball enthusiast, enjoys staying in shape, and seeing his grandson.
Don was featured in a Wall Street Journal cover story in October 2017.
Question & Answer
What are your service offerings?
Our team of professionals has ...
Medical Economics and Dental P...
The majority of our clients ar...
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Donald Lynn De Muth
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.
DEMUTH & KAUFMAN PROFESSIONAL MANAGEMENT CONSULTANTS, 940 CENTURY DR., MECHANICSBURG, PA 17055, PARTNER, 7/4/1976, 30 HOURS/MONTH (ESTIMATE)DURING SECURITIES TRADING HOURS, MANAGEMENT CONSULTANT Demuth & Kaufman Real Estate Partnership, office building real estate, 940 Century Drive, Mechanicsburg, PA 17055, partner 01/01/2004, 1hour/month during securities trading hours, rental real estate.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Lynn Demuth'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®
Experience
Current
February 10, 2003 - Present
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
Office #1: 940 Century Drive Suite B, Mechanicsburg, PA 17055-4376RIA
CRD#: 123322
MECHANICSBURG, PA
Past
September 30, 1999 - January 31, 2023
DEMUTH & KAUFMAN PROFESSIONAL MANAGEMENT CONSULTANTS
RIA
CRD#: 121961
MECHANICSBURG, PA
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".
MO
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
CRD#: 123322 / SEC#: 801-101544
RIA
Registered Investment Advisory firm - (7/31/2015 Approved)Pennsylvania
Registered Investment Advisory firm - (11/4/2015 Terminated)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
Pennsylvania(2/10/2003)
IAR
Texas(1/11/2024)
Exams
Current Firm
MO
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
CRD#: 123322 / SEC#: 801-101544
RIA
Registered Investment Advisory firm - (7/31/2015 Approved)Pennsylvania
Registered Investment Advisory firm - (11/4/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
940 Century Drive Suite B, Mechanicsburg, PA 17055-4376
Mailing Address
Phone number
(717) 790-9001
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 701 |
| AUM (Assets Under Management) | $ 340,449,686 |
Red Flags
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