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The Planners Professional Services, Inc.

 (515) 224-0149  tkocurek@plannersgroup.com
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The Planners Professional Services, Inc.

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  2. David J. McNamara

David J. McNamara

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David J. McNamara
CFP®
President

David J. McNamara, CFP® David is the President of The Planners Professional Services, Inc. David began his career in the financial services industry in 1974 when he established a tax practice which specialized in personal income tax planning and preparation. After completing his Certified Financial Planner™ designation exams, David was awarded the CFP® designation in 1986. In 1989 the investment advisory business was incorporated as the The Planner Professional Services and the tax and accounting business was incorporated as the Planners Tax and Accounting. David is a 1974 BGS graduate of the University of Iowa, and has been a member of the Financial Planning Association of America since 1984. He also is listed in Who’s Who in Finance. David is married with three children and is an active member of his church and has served in a number of community based charities since 1974.

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  •   1012 Grand Avenue , West Des Moines, Iowa 50265-3501
  •   (515) 224-0149
  •   tkocurek@plannersgroup.com

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Securities offered through Cetera Advisor Networks LLC. Member FINRA / SIPC. Some advisory services offered through The Planners Professional Services, Inc., and some offered through Summit Financial Group, Inc., registered investment advisors. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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