Capital Markets Iq, LLC

Capital Markets Iq, LLC (CRD# 134921) is a financial advisory firm headquartered in Wilmington, DE. They manage $128,539,280 in 314 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $409,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

AR, AZ, CA, CO, FL, ID, IL, LA, MA, MI, NM, TN, TX, UT

Financial Advisors at Capital Markets Iq, LLC
Showing 1 - 10 of 17 top financial advisors.
1
David R. Burros
CRD#: 2164466
7900 E. Union Avenue, Suite 1100, Denver, CO 80237
96
Wealthminder
score

David Burros (CRD# 2164466) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Denver, CO and has over 22 years of experience in the finance industry. David Burros 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
Glenn W. Koehl
CRD#: 2102138
530 Silicon Drive, #102, Southlake, TX 76092
96
Wealthminder
score

Glenn Koehl (CRD# 2102138) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Southlake, TX and has over 27 years of experience in the finance industry. Glenn Koehl 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
Jason S. Rasmussen
CRD#: 2273216
530 Silicon Drive, #102, Southlake, TX 76092
96
Wealthminder
score

Jason Rasmussen (CRD# 2273216) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Southlake, TX and has over 25 years of experience in the finance industry. Jason Rasmussen 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.

4
David W. Ficarra
CRD#: 2302076
Sterling Heights, MI
93
Wealthminder
score

David Ficarra (CRD# 2302076) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Sterling Heights, MI and has over 24 years of experience in the finance industry.

5
Mark W. George
CRD#: 2552775
Ketchum, ID
93
Wealthminder
score

Mark George (CRD# 2552775) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Ketchum, ID and has over 22 years of experience in the finance industry.

6
Clarence Lewis
CRD#: 4864165
Detroit, MI
93
Wealthminder
score

Clarence Lewis (CRD# 4864165) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Detroit, MI and has over 17 years of experience in the finance industry.

7
Donald D. Massey
CRD#: 1012435
Dedham, MA
93
Wealthminder
score

Donald Massey (CRD# 1012435) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Dedham, MA and has over 35 years of experience in the finance industry.

8
William W. Peng
CRD#: 5790866
Sudbury, MA
93
Wealthminder
score

William Peng (CRD# 5790866) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Sudbury, MA and has over 7 years of experience in the finance industry.

9
Kevin W. Robl
CRD#: 5793559
23 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
93
Wealthminder
score

Kevin Robl (CRD# 5793559) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Newport Beach, CA and has over 7 years of experience in the finance industry.

10
Robert A. Schreiber
CRD#: 1467891
Memphis, TN
93
Wealthminder
score

Robert Schreiber (CRD# 1467891) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Memphis, TN and has over 31 years of experience in the finance industry.

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