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Thomas Andrew Dobson

AMERICAN FINANCIAL MANAGEMENT LTD·CEDAR FALLS, Iowa
Clean recordAMERICAN FINANCIAL MANAGEMENT LTD
6003 UNIVERSITY AVENUE, CEDAR FALLS, IA 50613CRD# 4453326Firm CRD# 111016

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Andrew Dobson · CEDAR FALLS, IA
Registration
CRD #4453326 · AMERICAN FINANCIAL MANAGEMENT LTD
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Andrew 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
Introduction

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03

Firm Overview

Firm
AMERICAN FINANCIAL MANAGEMENT, LTD.
AMERICAN FINANCIAL MANAGEMENT, LTD.
AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at AMERICAN FINANCIAL MANAGEMENT, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4453326
Firm CRD# 111016
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Andrew Dobson offer?
Thomas Andrew Dobson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR FALLS, Iowa for a consultation.
What are Thomas Andrew Dobson's credentials?
Thomas Andrew Dobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Andrew Dobson located?
Thomas Andrew 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 Thomas Andrew Dobson charge for services?
Thomas Andrew 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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Other Advisors at AMERICAN FINANCIAL MANAGEMENT LTD

Howard Richard Dobson
CEDAR FALLS, IA
Howard Richard Dobson
CEDAR FALLS, IA

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