Daycen Douglass (CRD# 7384875) is an Investment Advisor Representative working at Ao Wealth Advisory in Urbandale, IA and has 1 year 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 |
|---|---|---|---|
| Ao Wealth Advisory | Urbandale, IA | May 2021 - Current | 2 |
| Ao Wealth Advisory | Urbandale, IA | Aug 2020 - May 2021 | < 1 |
| Ao Wealth Advisory | Urbandale, IA | Jun 2020 - Aug 2020 | < 1 |
| Fareway Stores | Ames, IA | Aug 2018 - Jun 2020 | 1 |
| Menards | Ankeny, IA | Jul 2018 - Aug 2018 | < 1 |
| Menards | Waterloo, IA | Jul 2017 - Jul 2018 | 1 |
| Hawkeye Community College | Waterloo, IA | Aug 2017 - May 2018 | < 1 |
| N/a | La Porte City, IA | May 2017 - Jul 2017 | < 1 |
| Union Community Schools | La Porte City, IA | Aug 2003 - May 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- IA
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts1,091ACCOUNTS
-
Average Account Value$134,509
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
IA, TX
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