Unclaimed Profile

Kerry John Beyer

BEYER & ROCK ADVISORY GROUP, LLC·DAVENPORT, Iowa

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Kerry John Beyer is a registered financial advisor based in DAVENPORT, Iowa, affiliated with BEYER & ROCK ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

Speak with Kerry

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

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

Firm Overview

Firm

MATHESON & ROCK WEALTH MANAGEMENT, LLC

AUM

$386M

Regulatory assets under management

Employees

Total firm employees

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

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Other: % OF PLAN ASSETS

Regulatory

SEC/IARD CRD# 1405590

Firm CRD# 289603

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 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →