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CRD#: 326493
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for WILTON RE DISTRIBUTORS LLC Comes From
Understanding the Statistics for WILTON RE DISTRIBUTORS LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
4840 N. River Blvd Ne Suite 400, Cedar Rapids, IA 52411
Mailing Address
4840 N. River Blvd Ne Suite 400, Cedar Rapids, IA 52411
Firm Size
Small
Phone Number
(319) 491-8382
Established
Delaware since 08/18/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at WILTON RE DISTRIBUTORS LLC
KK
Katherina Kogan-attila
RR
CRD#: 7848466
Location:
Cedar Rapids, IA 52411
Company:
WILTON RE DISTRIBUTORS LLC
Disclosures:
Experience:
1 year
DB
David Robert Brant
RR
CRD#: 2718478
Location:
Overland Park, KS 66212
Company:
LODAS SECURITIES, LLC
Disclosures:
Experience:
27 years
BS
Barbara Anne Scoles
RR
CRD#: 3267451
Location:
Cedar Rapids, IA 52411
Company:
WILTON RE DISTRIBUTORS LLC
Disclosures:
Experience:
26 years
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