Ryan M. Pickert

DEMARCHE

Overland Park, KS 66210-1564

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CRD#: 6110885

Professional summary

Ryan Michael Pickert is a registered financial advisor currently at DEMARCHE located in Overland Park, Kansas and DEMARCHE located in Overland Park, Kansas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ryan has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Pickert'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®

None

Experience

Current

May 30, 2013 - Present

DEMARCHE

Office #1: 10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564

RIA

CRD#: 145851

Overland Park, KS

Current

May 30, 2013 - Present

DEMARCHE

Office #1: 10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564

RIA

CRD#: 105500

Overland Park, KS

Past

May 30, 2013 - December 31, 2022

ENDEX CAPITAL MANAGMENT LLC

RIA

CRD#: 109541

MERRIAM, KS

Past

May 30, 2013 - October 4, 2019

KANSAS CITY BROKERAGE. INC

CRD#: 32383

MERRIAM, KS

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
(5/30/2013)

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: 1/9/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/2013

General Securities Representative 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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Ryan M. Pickert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Pickert's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEMARCHE

DEMARCHE

ENDEX CAPITAL MANAGMENT LLC

KANSAS CITY BROKERAGE. INC

Primary Firm SEC Registration

DEMARCHE

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2013

SIE

Date: 10/1/2018

Series 7

Date: 5/29/2013

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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