Unclaimed Profile

Ivana M Shumberg

AUSDAL FINANCIAL PARTNERS, INC.·DAVENPORT, Iowa

AUSDAL FINANCIAL PARTNERS, INC.

5187 UTICA RIDGE RD, DAVENPORT, IA 52807CRD# 3167225Firm CRD# 7995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ivana M Shumberg · DAVENPORT, IA

Registration

CRD #3167225 · AUSDAL FINANCIAL PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Ivana M Shumberg is a registered financial advisor based in DAVENPORT, Iowa, affiliated with AUSDAL FINANCIAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Ivana M

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ivana M is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

AUSDAL FINANCIAL PARTNERS, INC.

AUM

$1.5B

Regulatory assets under management

Employees

317

Total firm employees

View all advisors at AUSDAL FINANCIAL PARTNERS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Other: REVENUE SHARING

Regulatory

SEC/IARD CRD# 3167225

Firm CRD# 7995

View on FINRA BrokerCheck →

Looking for a financial advisor in DAVENPORT?

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

Browse DAVENPORT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ivana M Shumberg offer?

Ivana M Shumberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAVENPORT, Iowa for a consultation.

What are Ivana M Shumberg's credentials?

Ivana M Shumberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ivana M Shumberg located?

Ivana M Shumberg is based in DAVENPORT, Iowa, working with AUSDAL FINANCIAL PARTNERS, INC.. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.

How does Ivana M Shumberg charge for services?

Ivana M Shumberg's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: revenue sharing. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AUSDAL FINANCIAL PARTNERS, INC.?

AUSDAL FINANCIAL PARTNERS, INC. has approximately 317 employees and manages $1.5B 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 →