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1702 State Street, Cedar Falls, IA 50613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| IA | RA | APPROVED | 1999-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icm Financial Services, Inc | Waterloo | IA | 08/1981 | 06/2018 |
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 01/1991 | Present |
| Icm Financial Services, Inc | Cedar Falls | IA | 06/2018 | Present |
IAR for Fencl Advisoy Services, LLC. Provide investment management and financial planning advice. Accounts for approx 95% of time and business acitivies. CEO OF ICM FINANCIAL SERVICES, INC. ICM financial provides retail business through Dominion Investor Services Inc. This is offered to clients on an as-needed basis. Roughly 5% of time and business. No longer own any rental real estate as of October 2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-12-09 |
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