AdvisorOS Directory
Claim Profile
TD

Thomas Andrew Dobson

AMERICAN FINANCIAL MANAGEMENT LTD·CEDAR FALLS, Iowa
Unclaimed Profile
6003 UNIVERSITY AVENUE, CEDAR FALLS, IA 50613CRD# 4453326Firm CRD# 111016
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CEDAR FALLS?

Browse all registered financial advisors in CEDAR FALLS, Iowa or claim this profile if it's yours.

Browse CEDAR FALLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CEDAR FALLS
Howard Richard Dobson — AMERICAN FINANCIAL MANAGEMENT LTDHoward Richard Dobson — AMERICAN FINANCIAL MANAGEMENT LTDRobert Micheal Heaton — THE HEATON HOPPES GROUP, LLCKarla Renee Hoppes — THE HEATON HOPPES GROUP, LLCDarren Paul Yoder — DYNAMIC FINANCIAL GROUP, LLC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile