John Rock, financial advisor Davenport IA

John Rock

CRD Number: 6649818
Current Firm: Beyer & Rock Advisory Group, LLC

John Rock (CRD# 6649818) is an Investment Advisor Representative working at Beyer & Rock Advisory Group, LLC in Davenport, IA and has over 5 years of experience in the finance industry.

Similar Advisors
Joseph Adam, financial advisor Davenport IA
Joseph P. Adam
CRD# 5419183
Ameriprise Financial Services, LLC
Similar Advisors
Bryan Adamson, financial advisor Davenport IA
Bryan C. Adamson
CRD# 4397919
Ubs Financial Services Inc.
Similar Advisors
Julie Adkins, financial advisor Davenport IA
Julie E. Adkins
CRD# 2565397
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Beyer & Rock Advisory Group, LLC Davenport, IA Apr 2018 - Current 3
Private Client Services Louisville, KY Nov 2017 - Current 3
Detalus Advisors, Llc Dba Beyer & Rock Investments, LLC St. Louis, MO Aug 2016 - Nov 2017 1
Detalus Securities, Llc Dba Beyer & Rock Investments, LLC St. Louis, MO May 2016 - Nov 2017 1
Sentry Insurance Davenport, IA Oct 2011 - May 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John D. Rock
Phone Number: 800-682-3937
Registered State(s):
  • IL
  • IA
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $309,091
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IA, IL, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.