Stephen Musser (CRD# 2419967) is an Investment Advisor Representative working at Legacy Bridge Private Family Offices in West Des Moines, IA and has over 13 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 |
---|---|---|---|
Douglas Benson | Ankeny, IA | Jul 2022 - Current | 1 |
Northwestern Mutual Investment Services LLC | Ankeny, IA | Jul 2022 - Current | 1 |
Doug Benson | Ankeny, IA | May 2022 - Jul 2022 | < 1 |
Unemployed | Waukee, IA | Nov 2021 - Apr 2022 | < 1 |
Victory Capital Management | Des Moines, IA | May 2016 - Nov 2021 | 5 |
Principal Financial Group | Des Moines, IA | Apr 2011 - May 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
S63 | Uniform Securities State Law Examination | Nov 2022 |
- CO
- IA
- NY
- SD
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$2,581,159
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Other
CO, IA, NY, SD
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