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John David Rock

MATHESON & ROCK WEALTH MANAGEMENT, LLC·DAVENPORT, Iowa
Unclaimed Profile
2322 E. KIMBERLY ROAD,, DAVENPORT, IA 52807CRD# 6649818Firm CRD# 289603
01

About

John David Rock is a registered financial advisor based in DAVENPORT, Iowa, affiliated with MATHESON & ROCK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
MATHESON & ROCK WEALTH MANAGEMENT, LLC
MATHESON & ROCK WEALTH MANAGEMENT, LLC
AUM
$386M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MATHESON & ROCK WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Other: % OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 6649818
Firm CRD# 289603
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John David Rock offer?
John David Rock specializes in Investment Management. Contact their office in DAVENPORT, Iowa for a consultation.
What are John David Rock's credentials?
John David Rock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Rock located?
John David Rock is based in DAVENPORT, Iowa, working with MATHESON & ROCK WEALTH MANAGEMENT, LLC. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.
How does John David Rock charge for services?
John David Rock's firm is compensated through percentage of aum, other: % of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATHESON & ROCK WEALTH MANAGEMENT, LLC?
MATHESON & ROCK WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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