Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in West Des Moines, IA
Every SEC-registered investment adviser representative at a Captrust office in West Des Moines, A to Z.
8 registered advisors work at Captrust in West Des Moines, out of 915 at the firm nationwide; it ranks number 18 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.
Captrust advisors in West Des Moines, A to Z
Every Captrust advisor →- Troy W. AndersonInvestment adviser rep
- Jean DuffyAlso a broker rep
- Julie A. FullerCertified Financial Planner · Also a broker rep
- Whitney J. FullerInvestment adviser rep
- John D. LadenburgerAlso a broker rep
- Jamie P. LynchCertified Financial Planner
- Aaron J. MorrisCertified Financial Planner · Also a broker rep
- Andrew J. ShimpAlso a broker rep
Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →
Captrust advisors in other cities
Raleigh, NC 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16
Other firms in West Des Moines
All West Des Moines advisors →Fbl Wealth Management, LLC 217Principal Securities, Inc. 70Morgan Stanley 50Wells Fargo Clearing Services, LLC 43LPL Financial LLC 38Ameriprise Financial Services, LLC 28Cetera Investment Advisers LLC 26Wells Fargo Advisors Financial Network, LLC 19Gilbert & Cook, Inc. 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 17UBS Financial Services Inc. 16Arete Wealth Advisors, LLC 14
Questions
How many financial advisors does Captrust have in West Des Moines?
8 investment adviser representatives are registered at Captrust offices in West Des Moines, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in West Des Moines?
Captrust ranks number 18 in West Des Moines by registered advisors; Fbl Wealth Management, LLC has the most, with 217.
How do I check a Captrust advisor in West Des Moines?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.