Daniel Fencl

Employer firm

Fencl Advisory Services, LLC CRD 115904

$102M regulatory AUM

Reported services (Item 5G)

• Financial planning
• 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

• 08/1981 → 06/2018
  Icm Financial Services, Inc
  Waterloo, IA
• 01/1991 → Present
  Dominion Investor Services, Inc.
  Horseshoe Bay, TX
• 06/2018 → Present
  Icm Financial Services, Inc
  Cedar Falls, IA

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-12-09

Other Names

• Dan Fencl
• Daniel Duane Fencl