JH
John M. Hawley
VALUE WEALTH MANAGEMENT LLC
West Des Moines, IA 50266-5889
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CRD#: 6324165
JH
Professional summary
John Mcqueen Hawley is a registered financial advisor currently at VALUE WEALTH MANAGEMENT LLC located in West Des Moines, Iowa.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Mcqueen Hawley'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®
NoneExperience
Current
April 23, 2014 - Present
VALUE WEALTH MANAGEMENT LLC
Office #1: 6150 Village View Drive Suite 101, West Des Moines, IA 50266-5889RIA
CRD#: 147115
West Des Moines, IA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Iowa(4/23/2014)
Exams
Current Firm
VW
VALUE WEALTH MANAGEMENT LLC
SVANOE & THOMPSON LLC | VALUE WEALTH MANAGEMENT LLC | THOMPSON CAPITAL MANAGEMENT, LLC | THOMPSON CAPITAL MANAGEMENT
CRD#: 147115 / SEC#: 801-69158
RIA
Registered Investment Advisory firm - (7/1/2020 Terminated)Iowa
Registered Investment Advisory firm - (6/24/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6150 Village View Drive Suite 101, West Des Moines, IA 50266-5889
Mailing Address
Phone number
(515) 244-5141
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 374 |
| AUM (Assets Under Management) | $ 103,646,612 |
Red Flags
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Company Information
VALUE WEALTH MANAGEMENT LLC
CRD#: 147115West Des Moines, IA 50266-5889TRUST BUT VERIFY
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