Quinn R. Arnold
ARNOLD AND MOTE WEALTH MANAGEMENT
Hiawatha, IA 52233
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CRD#: 6638323
Professional summary
Quinn Robert Arnold, CFP® is a registered financial advisor currently at ARNOLD AND MOTE WEALTH MANAGEMENT located in Hiawatha, Iowa.
Quinn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Quinn has worked at 1 firm and has passed the Series 65 exam.
Biography
Arnold & Mote Wealth Management crafts successful, realistic financial plans with families. Our independent, fiduciary advice matches your financial strengths with opportunities to save and earn more, and give purpose to your work and money.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
College/Education Planning
Financial Psychology/Coaching
Hourly
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Plan Investment Adv...
What is your minimum asset requirement?
250K
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 Quinn Robert Arnold'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®
Start date: 2018
Experience
Current
May 2, 2016 - Present
ARNOLD AND MOTE WEALTH MANAGEMENT
Office #1: 1202 Dina Court Suite B, Hiawatha, IA 52233RIA
CRD#: 283698
Hiawatha, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ARNOLD AND MOTE WEALTH MANAGEMENT
ARNOLD AND MOTE WEALTH MANAGEMENT | ARNOLD FINANCIAL PLANNING LLC
CRD#: 283698 / SEC#: 801-123293
RIA
Registered Investment Advisory firm - (2/22/2022 Approved)Iowa
Registered Investment Advisory firm - (2/24/2022 Terminated)Texas
Registered Investment Advisory firm - (2/23/2022 Terminated)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(5/2/2016)
IAR
Texas(9/5/2018)
Current Firm
AA
ARNOLD AND MOTE WEALTH MANAGEMENT
ARNOLD AND MOTE WEALTH MANAGEMENT | ARNOLD FINANCIAL PLANNING LLC
CRD#: 283698 / SEC#: 801-123293
RIA
Registered Investment Advisory firm - (2/22/2022 Approved)Iowa
Registered Investment Advisory firm - (2/24/2022 Terminated)Texas
Registered Investment Advisory firm - (2/23/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1202 Dina Court Suite B, Hiawatha, IA 52233
Mailing Address
Phone number
(319) 393-4020
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 539 |
| AUM (Assets Under Management) | $ 128,339,847 |
Red Flags
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Company Information
ARNOLD AND MOTE WEALTH MANAGEMENT
CRD#: 283698Hiawatha, IA 52233TRUST BUT VERIFY
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