David Patrick Senkyr

Employer firm

Lane Family Wealth Management CRD 337964

$143M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → 04/2023
  Fidelity Investments
  Smithfield, RI
• 04/2023 → 12/2025
  Private Client Services
  Clive, IA
• 04/2023 → Present
  David James Financial Inc.
  North Liberty, IA
• 06/2006 → 04/2023
  Fidelity Institutional
  Smithfield, RI
• 10/2025 → Present
  Lane Family Wealth Management
  North Liberty, IA

Previous Registrations

• 2023-04-24 → 2026-03-25
  David James Financial
  North Liberty, IA
• 2002-05-06 → 2006-05-18
  Federated Investment Counseling
  Pittsburgh, PA

Other Businesses

1) David James Financial DBA Lane Family Wealth Management, 595 Ashley Court, Suite 2, North Liberty, IA 52317. RIA. 160 hrs/mo; 160 during trading hrs. 2) David Patrick Senkyr Life Insurance. Life and Long Term Care Insurance Sales. 0-5 hours/month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-05

Designations

• Certified Financial Planner

Other Names

• Patrick David Senkyr
• David Patrick Senkyr
• Patrick Patrick Senkyr
• Pat Senkyr