Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kempfe is a financial advisor at Transamerica Retirement Advisors, LLC based in Kansas City, MO. David has been in the financial services industry since 1999. David is licensed in Kansas and Missouri and specializes in portfolio management for individuals and businesses. David's focus is on retirement planning and helping clients achieve their financial goals. He is registered to offer securities through Transamerica Investors Securities Corporation. David is committed to providing clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
MO
01/26/2022 - Present
Transamerica Retirement Advisors, LLC (Kansas City MO)
KS
06/14/2005 - 01/04/2022
PRINCIPAL SECURITIES, INC. (OVERLAND PARK KS)
MA
04/19/2005 - 05/23/2005
J. P. MORGAN INVEST, LLC (BOSTON MA)
NY
03/01/2004 - 05/23/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
CA
07/29/1999 - 01/07/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
01/15/1999 - 04/12/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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