Thomas Sherzan, financial advisor West Des Moines IA
89 score

Thomas Sherzan

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Thomas E. Sherzan
Phone Number: 515-727-6700
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    554
    MILLIONS
  • Total Number of Accounts
    4,511
    ACCOUNTS
  • Average Account Value
    $122,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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