Brian Thompson (CRD# 5068217) is an Investment Advisor Representative working at Rockway Wealth Partners in Urbandale, IA and has over 16 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockway Wealth Partners | Urbandale, IA | Jun 2021 - Current | 2 |
| Wealth Advisors Of Iowa | West Des Moines, IA | Feb 2020 - Current | 4 |
| Lpl Financial LLC | West Des Moines, IA | Feb 2006 - Current | 18 |
| Iowa Air National Guard | Sioux City, IA | Oct 1997 - Current | 26 |
| Rockway Wealth Partners | West De, IA | Jun 2018 - Mar 2020 | 1 |
| Visionpoint Advisory Group | West Des Moines, IA | Oct 2015 - Feb 2020 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- IA
- MO
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$275,309
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IA, MO
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