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BTC CAPITAL MANAGEMENT, INC.
BTC CAPITAL MANAGEMENT, INC.
BTC CAPITAL MANAGEMENT
DES MOINES, Iowa
·
11 registered advisors
·
CRD# 127158
SEC# 801-62140
2
515-245-5638
01
Firm Overview
AUM
$3.8B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BTC CAPITAL MANAGEMENT, INC.
11 registered advisors
Charles Howard Leibold
DES MOINES, Iowa
CRD# 2425739
Donald James Coffin
DES MOINES, Iowa
CRD# 6925523
John Randall Lepley
DES MOINES, Iowa
CRD# 1109828
Jon Kent Augustine
DES MOINES, Iowa
CRD# 4370549
Kermit John Albertson
DES MOINES, Iowa
CRD# 4665691
Kevin Lee Chorniak
DES MOINES, Iowa
CRD# 7348632
Mark Paul Mandziara
DES MOINES, Iowa
CRD# 4665697
Ricky Lee Mumm
DES MOINES, Iowa
CRD# 7237342
Robert Paul Larsen
DES MOINES, Iowa
CRD# 7254847
Scott Dean Eltjes
DES MOINES, Iowa
CRD# 2258653
Suku Nmn Radia
DES MOINES, Iowa
CRD# 5077530
05
Office Locations
DES MOINES, Iowa
11 advisors
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Data sourced from SEC Form ADV filings. BTC CAPITAL MANAGEMENT, INC. (CRD# 127158) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.