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AUSDAL FINANCIAL PARTNERS, INC.
AUSDAL FINANCIAL PARTNERS, INC.
DAVENPORT, Iowa
·
13 registered advisors
·
CRD# 7995
SEC# 801-69266
88
563-326-2064
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
317
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: REVENUE SHARING
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AUSDAL FINANCIAL PARTNERS, INC.
13 registered advisors
Evelyn Marion Oakes
DAVENPORT, Iowa
CRD# 6329811
Ivana M Shumberg
DAVENPORT, Iowa
CRD# 3167225
James Jefferson Simpson
DAVENPORT, Iowa
CRD# 2204191
June Clark Ausdal
DAVENPORT, Iowa
CRD# 721713
Kraig Richard Mickelsen
DAVENPORT, Iowa
CRD# 2845238
Larry Wayne Johnson
DAVENPORT, Iowa
CRD# 1060424
Matthew Roy Wilson
DAVENPORT, Iowa
CRD# 4576995
Michelle L Swinney
DAVENPORT, Iowa
CRD# 4661276
Nathan David Westcomb
DAVENPORT, Iowa
CRD# 6342420
Robert Burns Jr Ausdal
DAVENPORT, Iowa
CRD# 734479
Stephen Barra Sawtelle
DAVENPORT, Iowa
CRD# 705584
Thomas Arthur Hopkins
DAVENPORT, Iowa
CRD# 249956
Timothy Scott Beldner
DAVENPORT, Iowa
CRD# 5309491
05
Office Locations
DAVENPORT, Iowa
13 advisors
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Data sourced from SEC Form ADV filings. AUSDAL FINANCIAL PARTNERS, INC. (CRD# 7995) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.