Donald Dewaay, financial advisor West Des Moines IA
63 score

Donald Dewaay

CRD Number: 1297174
Current Firm: Dewaay Capital Management

Donald Dewaay (CRD# 1297174) is an Investment Advisor Representative working at Dewaay Capital Management in West Des Moines, IA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Dewaay Capital Management Clive, IA Nov 1989 - Current 27
Dewaay Financial Network Clive, IA Aug 2006 - Jan 2013 6
Vsr Financial Services, Inc. Overland Park, KS Jul 1989 - Sep 2006 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Donald G. Dewaay
Phone Number: 515-224-9861
Firm Website: http://www.dewaay.net
Registered State(s):
  • FL
  • NE
  • TX
  • MN
  • IA
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $214,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, FL, IA, MN, MO, NC, NE, SD, TX

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BADGES
63

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