American Financial Management Ltd

American Financial Management Ltd (CRD# 111016) is a financial advisory firm headquartered in Cedar Falls, IA. They manage $70,250,300 in 913 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    913
    ACCOUNTS
  • Average Account Value
    $76,944
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, CO, DC, FL, GA, HI, IA, IN, KS, LA, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OK, PA, SD, TN, TX, UT, WA, WI

Financial Advisors at American Financial Management Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Howard R. Dobson
CRD#: 69043
6003 University Avenue, Ste C, Cedar Falls, IA 50613
96
Wealthminder
score

Howard Dobson (CRD# 69043) is an Investment Advisor Representative working at American Financial Management Ltd in Cedar Falls, IA and has over 28 years of experience in the finance industry. Howard Dobson 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
Howard R. Dobson
CRD#: 723493
6003 University Avenue, Ste C, Cedar Falls, IA 50613
96
Wealthminder
score

Howard Dobson (CRD# 723493) is an Investment Advisor Representative working at American Financial Management Ltd in Cedar Falls, IA and has over 37 years of experience in the finance industry. Howard Dobson 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.

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