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Broker Dealer Financial Services

Broker Dealer Financial Services
1979 FOUNDED
M&A STATUS
101-200 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of advisory services based in West Des Moines, Iowa. The company offers financial planning, broker-dealer solutions, insurance and alternative investment solutions, providing its financial advisors with personalized services.

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Brokerage
Other Industries
Other Financial Services
Other Capital Markets/Institutions
Asset Management
Primary Office
  • 140 South 68th Street
  • West Des Moines, IA 50266
  • United States

Broker Dealer Financial Services Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Broker Dealer Financial Services Executive Team (5)

Name Title Board
Seat
Contact
Info
Christina DeShaw President & Chief Executive Officer
Robert Sherwood Chief Financial Officer & Treasurer
Barbara Bennett Chief Compliance Officer & Chief Operating Officer
Michael Harken Chief Technology Officer

1 Former Executive

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