Telford Lodden, financial advisor West Des Moines IA
93 score

Telford Lodden

CRD Number: 4544381
Current Firm: Honkamp Krueger Financial Services Inc.

Telford Lodden (CRD# 4544381) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in West Des Moines, IA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities, Inc. West Des Moines, IA Jun 2002 - Current 14
Honkamp Krueger Financial Services Dubuque, IA Jan 1999 - Current 17
Brooks Lodden P.c. West Des Moines, IA May 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
Contact Info for Telford A. Lodden
Phone Number: 563-582-2855
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2,334
    MILLIONS
  • Total Number of Accounts
    7,100
    ACCOUNTS
  • Average Account Value
    $328,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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