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Laurie Lynn Mardis

MILES CAPITAL, INC.·WEST DES MOINES, Iowa
Unclaimed Profile
1415 28TH STREET, WEST DES MOINES, IA 50266-1461CRD# 4138177Firm CRD# 105376
01

About

Laurie Lynn Mardis is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with MILES CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MILES CAPITAL, INC.
MILES CAPITAL, INC.
AUM
$1.5B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MILES CAPITAL, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4138177
Firm CRD# 105376
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laurie Lynn Mardis offer?
Laurie Lynn Mardis specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Laurie Lynn Mardis's credentials?
Laurie Lynn Mardis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurie Lynn Mardis located?
Laurie Lynn Mardis is based in WEST DES MOINES, Iowa, working with MILES CAPITAL, INC.. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Laurie Lynn Mardis charge for services?
Laurie Lynn Mardis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILES CAPITAL, INC.?
MILES CAPITAL, INC. has approximately 13 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST DES MOINES
James William Thompson — THOMPSON CAPITAL MANAGEMENT, LLCDonald Gene Dewaay — DEWAAY CAPITAL MANAGEMENT, INC.Brian Fitzgerald Boyle — BOYLE CAPITAL MANAGEMENT, L.L.C.Gerald Ray Foster — FOSTER GROUP, INC.David Wayne Miles — MANCHESTERSTORY FUND MANAGEMENT, LP
Nearby cities in Iowa
DES MOINES (164)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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