Unclaimed Profile

Charles Howard Leibold

BTC CAPITAL MANAGEMENT, INC.·DES MOINES, Iowa

Series 6, Series 63, Series 65Clean record20 years registeredBTC CAPITAL MANAGEMENT, INC.

453 7TH STREET, DES MOINES, IA 50309-3702CRD# 2425739Firm CRD# 127158

Profile Verification

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

Identity

Charles Howard Leibold · DES MOINES, IA

Registration

CRD #2425739 · BTC CAPITAL MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BTC CAPITAL MANAGEMENT, INC.

BTC CAPITAL MANAGEMENT

Jan 2006 – Aug 2020

DES MOINES, IA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · January 12, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BTC CAPITAL MANAGEMENT, INC.

CRD 127158 · SEC 801-62140

AUM

$3.8B

Regulatory assets under management

Employees

2,543 client accounts

Services offered by BTC CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BTC CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Charles Howard Leibold offer?

Charles Howard Leibold specializes in Investment Management, Retirement Planning, Wealth Management.

What are Charles Howard Leibold's credentials?

Charles Howard Leibold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Howard Leibold located?

Charles Howard Leibold is based in DES MOINES, Iowa, last registered with BTC CAPITAL MANAGEMENT, INC..

How does Charles Howard Leibold charge for services?

Charles Howard Leibold's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BTC CAPITAL MANAGEMENT, INC.?

BTC CAPITAL MANAGEMENT, INC. has approximately 18 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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