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Kerry John Beyer

BEYER & ROCK ADVISORY GROUP, LLC·DAVENPORT, Iowa
Unclaimed Profile
2322 E. KIMBERLY ROAD,, DAVENPORT, IA 52807CRD# 1405590Firm CRD# 289603
01

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.

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# 1405590
Firm CRD# 289603
No disclosures on file
View on FINRA BrokerCheck →

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05

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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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
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