Guy WaymanCRD Number: 5569621
Current Firm: Steele Capital Management, Inc.
Guy Wayman (CRD# 5569621) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Omaha, NE and has over 8 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Steele Capital Management, Inc.||Dubuque, IA||Jan 2016 - Current||1|
|Tdameritrade Inc.||Omaha, NE||May 2012 - Jan 2016||3|
|Trusted Tees Omaha Ne, LLC||Omaha, NE||Jul 2012 - Dec 2013||1|
|Charles Schwab & Company, Inc.||Englewood, CO||Oct 2009 - May 2012||2|
|Self Employed||Denver, CO||May 2010 - Dec 2010||< 1|
|Guy R Wayman||Denver, CO||Mar 2006 - Dec 2010||4|
|Thrivent Investment Managment Inc.||Centennial, CO||Aug 2008 - Oct 2009||1|
|Thrivent Financial For Lutherans||Appleton, WI||Aug 2008 - Oct 2009||1|
|20/20 Tax Resolution||Broomfield, CO||Mar 2006 - Aug 2008||2|
|Steuben's Food Service||Denver, CO||May 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management1,607MILLIONS
Total Number of Accounts3,033ACCOUNTS
Average Account Value$529,800
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, FL, GA, IA, IL, MI, MN, MO, NC, NE, NJ, NY, RI, SD, TX, WI
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