Btc Capital Management

Btc Capital Management (CRD# 127158) is a financial advisory firm headquartered in Des Moines, IA. They manage $3,093,369,062 in 2,068 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,093
    MILLION
  • Total Number of Accounts
    2,068
    ACCOUNTS
  • Average Account Value
    $1,495,826
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
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, IA, IL, MN, MO, SD

Financial Advisors at Btc Capital Management
Showing 1 - 10 of 11 top financial advisors.
1
Laurie L. Mardis
CRD#: 4138177
453 7th Street, Des Moines, IA 50309
96
Wealthminder
score

Laurie Mardis (CRD# 4138177) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has over 17 years of experience in the finance industry.

2
David H. Chapman
CRD#: 5816542
453 7th Street, Des Moines, IA 50309
93
Wealthminder
score

David Chapman (CRD# 5816542) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has over 7 years of experience in the finance industry.

3
Scott D. Eltjes
CRD#: 2258653
453 7th Street, Des Moines, IA 50309
93
Wealthminder
score

Scott Eltjes (CRD# 2258653) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has over 19 years of experience in the finance industry.

4
Charles H. Leibold
CRD#: 2425739
453 7th Street, Des Moines, IA 50309
93
Wealthminder
score

Charles Leibold (CRD# 2425739) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has over 23 years of experience in the finance industry.

5
John R. Lepley
CRD#: 1109828
453 7th Street, Des Moines, IA 50309
93
Wealthminder
score

John Lepley (CRD# 1109828) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has over 34 years of experience in the finance industry.

6
Mark P. Mandziara
CRD#: 4665697
453 7th Street, Des Moines, IA 50309
93
Wealthminder
score

Mark Mandziara (CRD# 4665697) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has over 13 years of experience in the finance industry.

7
Debra E. Norton
CRD#: 5439405
453 7th Street, Des Moines, IA 50309
93
Wealthminder
score

Debra Norton (CRD# 5439405) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has over 9 years of experience in the finance industry.

8
Jon K. Augustine
CRD#: 4370549
453 7th Street, Des Moines, IA 50309
90
Wealthminder
score

Jon Augustine (CRD# 4370549) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has 1 year of experience in the finance industry.

9
Jeffrey S. Birdsley
CRD#: 5755110
453 7th Street, Des Moines, IA 50309
90
Wealthminder
score

Jeffrey Birdsley (CRD# 5755110) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has 1 year of experience in the finance industry.

10
Justin D. Carley
CRD#: 4888978
453 7th Street, Des Moines, IA 50309
90
Wealthminder
score

Justin Carley (CRD# 4888978) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.