John Lepley, financial advisor Des Moines IA
93 score

John Lepley

CRD Number: 1109828
Current Firm: Btc Capital Management

John Lepley (CRD# 1109828) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Btc Capital Management Des Moines, IA Feb 2007 - Current 9
Bankers Trust Company Des Moines, IA Feb 2007 - Current 9
Lepley Law Firm Des Moines, IA Apr 2003 - Jan 2011 7
Princor Financial Services Corporation Des Moines, IA Jul 1988 - Jan 2010 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for John R. Lepley
Phone Number: 515-245-2416
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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