Thomas SherzanCRD Number: 6283880
Current Firm: Investment Advisors Corp
Thomas Sherzan (CRD# 6283880) is an Investment Advisor Representative working at Investment Advisors Corp in West Des Moines, IA and has over 3 years of experience in the finance industry.
Iron Horse Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Lpl Financial LLC
|Broker Dealer Financial Services||West Des Moines, IA||Dec 2013 - Current||3|
|Investment Advisors Corp||West Des Moines, IA||Dec 2013 - Current||3|
|Unemployed||Des Moines, IA||May 2013 - Nov 2013||< 1|
|Abendroth And Russell, P.c.||Urbandale, IA||Aug 2011 - Apr 2013||1|
|Drake University Law School||Des Moines, IA||Aug 2008 - Jul 2011||2|
|Drake University Law School||Des Moines, IA||Aug 2009 - May 2011||1|
|Finley, Alt, Smith, Scharnberg, Craig, Hilmes & Gaffney, P.c.||Des Moines, IA||May 2010 - Aug 2010||< 1|
|Pioneer Hi-bred International||Dallas Center, IA||Jun 2009 - Aug 2009||< 1|
|Pioneer Hi-bred International||Dallas Center, Ia, IA||May 2008 - Aug 2008||< 1|
|University Of Iowa||Iowa City, IA||Aug 2004 - May 2008||3|
|Iowa Realty Commercial||West Des Moines, IA||May 2007 - Aug 2007||< 1|
|Pioneer Hi-bred International||Dallas Center, IA||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management554MILLIONS
Total Number of Accounts4,511ACCOUNTS
Average Account Value$122,763
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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