FIND A HAVERKAMP INVESTMENTS, INC. FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at HAVERKAMP INVESTMENTS, INC.
CRD#: 332335
BD
Looking for a Financial Advisor at HAVERKAMP INVESTMENTS, INC.?
We have compiled every financial advisor who works at HAVERKAMP INVESTMENTS, INC. in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
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 HAVERKAMP INVESTMENTS, INC. Comes From
Understanding the Statistics for HAVERKAMP INVESTMENTS, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
510 S 17th St Ste 104, Ames, IA 50010
Mailing Address
510 S 17th St Ste 104, Ames, IA 50010
Firm Size
Small
Phone Number
(515) 255-1201
Established
Iowa since 06/18/2024
Firm Type
Corporation
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
How Do I Determine Which Firm to Work With?
Advisor's working at HAVERKAMP INVESTMENTS, INC.
CE
Craig William Engelbrecht
RR
CRD#: 8095427
Location:
Ames, IA 50010
Company:
HAVERKAMP INVESTMENTS, INC.
Disclosures:
Experience:
1 year
OR
Olga Rip
RR
CRD#: 5440553
Location:
Glen Allen, VA 23060
Company:
TRANSACT CAPITAL SECURITIES, LLC
Disclosures:
Experience:
17 years
MD
Matthew Robert Dayton
RR
CRD#: 8058074
Location:
Ames, IA 50010
Company:
HAVERKAMP INVESTMENTS, INC.
Disclosures:
Experience:
1 year
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
