Edward V. Lewandowski

SAMMONS FINANCIAL NETWORK

West Des Moines, IA 50266

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CRD#: 2259348

Professional summary

Edward Vance Lewandowski, CFP®, who also goes by Ed Lewandowski, Edward Vance Lewandowski, is a registered financial professional currently at SAMMONS FINANCIAL NETWORK, LLC located in West Des Moines, Iowa.

Edward is registered as a RR (Registered Representative) and started their career in finance in 1992. Edward has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ed Lewandowski | Edward Vance Lewandowski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Edward Vance Lewandowski's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 6, 2023 - Present

SAMMONS FINANCIAL NETWORK, LLC

Office #1: 8300 Mills Civic Parkway, West Des Moines, IA 50266

CRD#: 158538

West Des Moines, IA

Past

August 23, 2021 - January 19, 2022

WEALTHRAMP, INC.

RIA

CRD#: 290683

Irvine, CA

Past

April 2, 2019 - January 6, 2020

WALTON RE SECURITIES, LLC

CRD#: 172024

SCOTTSDALE, AZ

Past

April 29, 2014 - March 9, 2018

FS INVESTMENT SOLUTIONS, LLC

CRD#: 145244

PHILADELPHIA, PA

Past

February 17, 2012 - April 10, 2014

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

ATLANTA, GA

Past

February 16, 2012 - April 10, 2014

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

February 23, 2005 - August 1, 2011

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC

CRD#: 15654

NEW YORK, NY

Past

May 8, 2002 - November 9, 2004

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 106629

BOSTON , MA

Past

October 25, 2000 - April 19, 2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

May 24, 1993 - April 18, 2000

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

August 3, 1992 - June 5, 1993

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/19/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/1992

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SAMMONS FINANCIAL NETWORK, LLC

CRD#: 158538 / SEC#: , 8-68905

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

8300 Mills Civic Parkway, West Des Moines, IA 50266

Mailing Address

8300 Mills Civic Parkway, West Des Moines, IA 50266

Phone number

(855) 624-0180

Established

Delaware since 06/09/2011

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
SAMMONS SECURITIES, INC.	MANAGING MEMBER/ELECTED MANAGER
DYKHUIS, ARLEN GLENN	FINOP PRINCIPAL	5285074
LOWE, BILL LEO	PRESIDENT	2328135
SURETTE, STEPHANIE ANN	CHIEF COMPLIANCE OFFICER	5217627

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Edward V. Lewandowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Edward Vance Lewandowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHRAMP, INC.

WALTON RE SECURITIES, LLC

FS INVESTMENT SOLUTIONS, LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC

PUTNAM INVESTMENT MANAGEMENT, LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

INTERFIRST CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2012

Series 63

Date: 9/3/1992

SIE

Date: 3/9/2018

Series 7

Date: 7/30/1992

FINRA

Current Firm

SAMMONS FINANCIAL NETWORK, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

SAMMONS FINANCIAL NETWORK, LLC

TRUST BUT VERIFY

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