Member · Five Talents Financial Management Group LLC
Donald G. Boyd II
CRD 4185736 · Named on Form ADV at one SEC-registered adviser
At a glance
Five Talents Financial Management Group LLC, an SEC-registered wealth manager based in West DES Moines, IA with $256 million in regulatory assets, lists Donald G. Boyd II on its Form ADV as Member, a control person.
Firms and roles
- Five Talents Financial Management Group LLCMemberWealth manager · West DES Moines, IA · $256M in regulatory assets
AtlasMembers
Donald’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Herbert E. ModglinMember, Five Talents Financial Management Group LLC
- Gregory S. BendingerMember/ Chief Compliance Officer, Five Talents Financial Management Group LLC
- Jeff A JergensMember, Five Talents Financial Management Group LLC
- Scott N. BarsnessMember, Five Talents Financial Management Group LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.