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Robert Donald Sherwood

INVESTMENT ADVISORS CORP·WEST DES MOINES, Iowa
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140 SO. 68TH STREET, WEST DES MOINES, IA 50266CRD# 6699856Firm CRD# 117531
01

About

Robert Donald Sherwood is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with INVESTMENT ADVISORS CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INVESTMENT ADVISORS CORP
INVESTMENT ADVISORS CORP
AUM
$699M
Regulatory assets under management
Employees
112
Total firm employees
View all advisors at INVESTMENT ADVISORS CORP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6699856
Firm CRD# 117531
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Donald Sherwood offer?
Robert Donald Sherwood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Robert Donald Sherwood's credentials?
Robert Donald Sherwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Donald Sherwood located?
Robert Donald Sherwood is based in WEST DES MOINES, Iowa, working with INVESTMENT ADVISORS CORP. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Robert Donald Sherwood charge for services?
Robert Donald Sherwood's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT ADVISORS CORP?
INVESTMENT ADVISORS CORP has approximately 112 employees and manages $699M 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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