James Thompson (CRD# 4056335) is an Investment Advisor Representative working at Value Wealth Management LLC in West Des Moines, IA and has 1 year of experience in the finance industry. James Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodside North LLC | Ankeny, IA | Jun 2022 - Current | 1 |
| Point Investors LLC | West Des Moines, IA | Sep 2008 - Current | 15 |
| Value Wealth Management LLC | West Des Moines, IA | Apr 2008 - Current | 16 |
- IA
-
Total Assets Under Management98MILLIONS
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Total Number of Accounts359ACCOUNTS
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Average Account Value$274,302
- A percentage of assets under your management
- 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
IA
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