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Howard Richard Dobson

AMERICAN FINANCIAL MANAGEMENT LTD·CEDAR FALLS, Iowa
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6003 UNIVERSITY AVENUE, CEDAR FALLS, IA 50613CRD# 723493Firm CRD# 111016
01

About

Howard Richard Dobson is a registered financial advisor based in CEDAR FALLS, Iowa, affiliated with AMERICAN FINANCIAL MANAGEMENT LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AMERICAN FINANCIAL MANAGEMENT, LTD.
AMERICAN FINANCIAL MANAGEMENT, LTD.
AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 723493
Firm CRD# 111016
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Howard Richard Dobson offer?
Howard Richard Dobson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR FALLS, Iowa for a consultation.
What are Howard Richard Dobson's credentials?
Howard Richard Dobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Howard Richard Dobson located?
Howard Richard Dobson is based in CEDAR FALLS, Iowa, working with AMERICAN FINANCIAL MANAGEMENT LTD. Their office serves clients in the CEDAR FALLS metropolitan area and surrounding communities.
How does Howard Richard Dobson charge for services?
Howard Richard Dobson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN FINANCIAL MANAGEMENT LTD?
AMERICAN FINANCIAL MANAGEMENT LTD has approximately 1 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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