Advantage Investment Management, LLC

Advantage Investment Management, LLC (CRD# 146236) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $563,782,001 in 3,956 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    564
    MILLION
  • Total Number of Accounts
    3,956
    ACCOUNTS
  • Average Account Value
    $142,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Advantage Investment Management, LLC
Showing 1 - 10 of 50 top financial advisors.
1
Henry T. Bolen
CRD#: 2161708
107 Dalton Place Way, Knoxville, TN 37912
96
Wealthminder
score

Henry Bolen (CRD# 2161708) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Knoxville, TN and has over 24 years of experience in the finance industry. Henry Bolen 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.

2
Douglas B. Holder
CRD#: 3109749
2440 Sycamore Lane, West Lafayette, IN 47906
96
Wealthminder
score

Douglas Holder (CRD# 3109749) is an Investment Advisor Representative working at Advantage Investment Management, LLC in West Lafayette, IN and has over 17 years of experience in the finance industry. Douglas Holder 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.

3
Kenneth E. Schmocker
CRD#: 1388354
700 Third Street North, Suite 203, La Crosse, WI 54601
96
Wealthminder
score

Kenneth Schmocker (CRD# 1388354) is an Investment Advisor Representative working at Advantage Investment Management, LLC in La Crosse, WI and has over 31 years of experience in the finance industry.

4
Daniel E. Souders
CRD#: 1999479
5968 Bridgetown Road, Cincinnati, OH 45248
96
Wealthminder
score

Daniel Souders (CRD# 1999479) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry. Daniel Souders 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.

5
Dennis E. Synesael
CRD#: 1945466
2440 Sycamore Lane, West Lafayette, IN 47906
96
Wealthminder
score

Dennis Synesael (CRD# 1945466) is an Investment Advisor Representative working at Advantage Investment Management, LLC in West Lafayette, IN and has over 27 years of experience in the finance industry.

6
Judith A. Anderson
CRD#: 2900509
12506 North Saint Anne Court, Mequon, WI 53092
93
Wealthminder
score

Judith Anderson (CRD# 2900509) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Mequon, WI and has over 19 years of experience in the finance industry.

7
Marc C. Bertram
CRD#: 5508484
700 3rd St N, Suite 203, La Crosse, WI 54601
93
Wealthminder
score

Marc Bertram (CRD# 5508484) is an Investment Advisor Representative working at Advantage Investment Management, LLC in La Crosse, WI and has over 8 years of experience in the finance industry.

8
Ryan P. Bonaventura
CRD#: 5052230
5968 Bridgetown Road, Cincinnati, OH 45248
93
Wealthminder
score

Ryan Bonaventura (CRD# 5052230) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Cincinnati, OH and has over 10 years of experience in the finance industry.

9
Barry R. Bynum
CRD#: 3018458
206 Couch Lane, Suite D, Easley, SC 29642
93
Wealthminder
score

Barry Bynum (CRD# 3018458) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Easley, SC and has over 17 years of experience in the finance industry.

10
Melissa A. Darden
CRD#: 1770937
230 2nd Street Se, Suite 200, Cedar Rapids, IA 52401
93
Wealthminder
score

Melissa Darden (CRD# 1770937) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Cedar Rapids, IA and has over 27 years of experience in the finance industry.

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