Charles Dorn (CRD# 7382442) is an Investment Advisor Representative working at Homan Wealth Advisors, LLC in Omaha, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Homan Wealth Advisors, LLC | Omaha, NE | Jan 2022 - Current | 2 |
| University Of Northern Iowa | Cedar Falls, IA | Aug 2018 - Nov 2021 | 3 |
| Ameriprise Financial | Spencer, IA | May 2021 - Aug 2021 | < 1 |
| Kazarelli's At Millers Bay | Milford, IA | Jun 2020 - Aug 2020 | < 1 |
| Waterloo Golf Headquarters | Waterloo, IA | Jan 2020 - Mar 2020 | < 1 |
| Landsmeer Golf Club | Orange City, IA | May 2015 - Aug 2019 | 4 |
| Moc-fv | Orange City, IA | Aug 2014 - May 2018 | 3 |
| Moc-fv Middle School | Alton, IA | Mar 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- NE
-
Total Assets Under Management271MILLIONS
-
Total Number of Accounts478ACCOUNTS
-
Average Account Value$567,065
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, IA, IL, KS, NE, NH, SD, TX
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