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David Allen Perkins

Ironvine Capital Partners, LLC

Omaha, NE

CRD 4219110

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Employer firm

Ironvine Capital Partners, LLC CRD 168892

$1.14B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Ironvine Capital Partners, Llc

9290 W. Dodge Rd; Ste 203, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2019-01-03
WA RA APPROVED 2019-01-03
  • NE RA
    APPROVED
    Since 2019-01-03
  • WA RA
    APPROVED
    Since 2019-01-03

Branch Locations

9290 W. Dodge Rd; Ste 203, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wallace R. Weitz & Company Omaha NE 01/2004 Present
Ironvine Capital Partners Omaha NE 01/2019 Present
  • 01/2004 → Present
    Wallace R. Weitz & Company
    Omaha, NE
  • 01/2019 → Present
    Ironvine Capital Partners
    Omaha, NE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-02-18
  • S63 Uniform Securities Agent State Law Examination
    2005-02-18
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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