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Reagan Elizabeth Bates

DEWAAY CAPITAL MANAGEMENT, INC.·CLIVE, Iowa
DEWAAY CAPITAL MANAGEMENT, INC.
13001 UNIVERSITY AVENUE, CLIVE, IA 50325CRD# 4851763Firm CRD# 116214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Reagan Elizabeth Bates · CLIVE, IA
Registration
CRD #4851763 · DEWAAY CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Reagan Elizabeth Bates is a registered financial advisor based in CLIVE, Iowa, affiliated with DEWAAY CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
DEWAAY CAPITAL MANAGEMENT, INC.
DEWAAY CAPITAL MANAGEMENT
AUM
$38M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DEWAAY CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARE IN THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 4851763
Firm CRD# 116214
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Reagan Elizabeth Bates offer?
Reagan Elizabeth Bates specializes in Financial Planning, Investment Management. Contact their office in CLIVE, Iowa for a consultation.
What are Reagan Elizabeth Bates's credentials?
Reagan Elizabeth Bates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Reagan Elizabeth Bates located?
Reagan Elizabeth Bates is based in CLIVE, Iowa, working with DEWAAY CAPITAL MANAGEMENT, INC.. Their office serves clients in the CLIVE metropolitan area and surrounding communities.
How does Reagan Elizabeth Bates charge for services?
Reagan Elizabeth Bates's firm is compensated through percentage of aum, hourly charges, subscription fees, other: share in third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEWAAY CAPITAL MANAGEMENT, INC.?
DEWAAY CAPITAL MANAGEMENT, INC. has approximately 2 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Donald Gene Dewaay
WEST DES MOINES, IA
Mark Baron Davis
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