Unclaimed Profile

Dawne Sharee Garvey

VEERKLOH, LLC·WEST DES MOINES, Iowa

Series 7, Series 24, Series 65, Series 66Clean record18 years registeredVEERKLOH, LLC

2600 WESTOWN PARKWAY, WEST DES MOINES, IA 50266CRD# 4417331Firm CRD# 147012

Profile Verification

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

Identity

Dawne Sharee Garvey · WEST DES MOINES, IA

Registration

CRD #4417331 · VEERKLOH, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VEERKLOH, LLC

CAPTRUST FINANCIAL ADVISORS

Apr 2017 – May 2020

HOLLAND, MI

RIVER GLEN WEALTH COUNSELORS

Jul 2008 – May 2017

WEST DES MOINES, IA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · July 8, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VEERKLOH, LLC

CRD 147012 · SEC 801-106643

AUM

$242M

Regulatory assets under management

Employees

586 client accounts

Services offered by VEERKLOH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VEERKLOH, LLC →

Introduction

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Frequently Asked Questions

What services does Dawne Sharee Garvey offer?

Dawne Sharee Garvey specializes in Financial Planning, Investment Management.

What are Dawne Sharee Garvey's credentials?

Dawne Sharee Garvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dawne Sharee Garvey located?

Dawne Sharee Garvey is based in WEST DES MOINES, Iowa, last registered with VEERKLOH, LLC.

How does Dawne Sharee Garvey charge for services?

Dawne Sharee Garvey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VEERKLOH, LLC?

VEERKLOH, LLC has approximately 3 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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