Investment adviser · CRD 117359

FINANCIAL PLANNING SERVICES

Investment adviser filing (IA)

BETTENDORT, IA, United States · Form ADV filed Jun 21, 2012

Regulatory AUM
$9M
Form ADV · Item 5.F
Client accounts
15
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 21, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1035 LINCOLN RD., SUITE 304
BETTENDORT, IA, 52722, United States

CRD 117359

Filing source

Form ADV 648618 · Jun 21, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.