Unclaimed
Damon Mark Schimming is a financial advisor with LPL Financial LLC, based in Wichita, Kansas. Damon has been a registered representative for over 30 years, previously working with Oppenheimer & Co. Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is registered with the state of Kansas and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
03/27/2020 - Present
LPL Financial LLC (WICHITA KS)
KS
01/13/2012 - 03/15/2019
OPPENHEIMER & CO. INC. (WICHITA KS)
KS
01/01/2005 - 01/18/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WICHITA KS)
MO
01/15/1997 - 08/16/1999
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NY
10/03/1986 - 01/17/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/17/1986 - 09/16/1986
WALL STREET WEST, INC.
BC
Issued 12/30/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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