General Counsel · Sammons Financial Group Asset Management, LLC
Brett L. Agnew
CRD 3211821 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Sammons Financial Group Asset Management, LLC, an SEC-registered asset manager based in West DES Moines, IA with $122.0 billion in regulatory assets, lists Brett L. Agnew on its Form ADV as General Counsel, a control person. The SEC filings also name Brett at 1 other registered adviser.
Firms and roles
- Sammons Financial Group Asset Management, LLCGeneral CounselAsset manager · West DES Moines, IA · $122B in regulatory assets
- Beacon Capital Management, Inc.General CounselAsset manager · Dayton, OH · $4.3B in regulatory assets
AtlasMembers
Brett’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Daniel J. SnyderChief Compliance Officer, Sammons Financial Group Asset Management, LLC
- Daniel E. EdsenChief Financial Officer, Sammons Financial Group Asset Management, LLC
- Sergi G TurabelidzeChief Investment Officer, Sammons Financial Group Asset Management, LLC
- Emily M. DammanPresident, Beacon Capital Management, Inc.
- Tyler J. MaysAVP, Business Operations, Beacon Capital Management, Inc.
2 more people named with Brett on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.