Unclaimed Profile

Kerry John Beyer

BEYER & ROCK ADVISORY GROUP, LLC·DAVENPORT, Iowa

SIE, Series 7, Series 24, Series 52TO, Series 63, Series 99TOClean recordBEYER & ROCK ADVISORY GROUP, LLC

2322 E. KIMBERLY ROAD,, DAVENPORT, IA 52807CRD# 1405590Firm CRD# 289603

Profile Verification

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

Identity

Kerry John Beyer · DAVENPORT, IA

Registration

CRD #1405590 · BEYER & ROCK ADVISORY GROUP, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATHESON & ROCK WEALTH MANAGEMENT, LLC

CRD 289603 · SEC 801-114867

AUM

$386M

Regulatory assets under management

Employees

957 client accounts

Services offered by MATHESON & ROCK WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MATHESON & ROCK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kerry John Beyer offer?

Kerry John Beyer specializes in Investment Management. Contact their office in DAVENPORT, Iowa for a consultation.

What are Kerry John Beyer's credentials?

Kerry John Beyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kerry John Beyer located?

Kerry John Beyer is based in DAVENPORT, Iowa, working with BEYER & ROCK ADVISORY GROUP, LLC. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.

How does Kerry John Beyer charge for services?

Kerry John Beyer'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 BEYER & ROCK ADVISORY GROUP, LLC?

BEYER & ROCK ADVISORY GROUP, 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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