Kane Company Wealth Management Pc

Kane Company Wealth Management Pc (CRD# 115756) is a financial advisory firm headquartered in Johnston, IA. They manage $199,890,997 in 617 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
8831 Thomas Avenue, Suite 200, Johnston, IA 50131-8001
https://www.facebook.com/kane-company-pc-878527878878264/
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    617
    ACCOUNTS
  • Average Account Value
    $323,972
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, MN, TX

Financial Advisors at Kane Company Wealth Management Pc
Showing 1 - 3 of 3 top financial advisors.
1
Jason Kane, financial advisor Johnston IA
Jason J. Kane
CRD#: 6685445
8831 Thomas Avenue, Suite 200, Johnston, IA 50131

Jason Kane (CRD# 6685445) is an Investment Advisor Representative working at Kane Company Wealth Management Pc in Johnston, IA and has over 7 years of experience in the finance industry.

2
Steven Kane, financial advisor Johnston IA
Steven L. Kane
CRD#: 4467286
8831 Thomas Avenue, Suite 200, Johnston, IA 50131

Steven Kane (CRD# 4467286) is an Investment Advisor Representative working at Kane Company Wealth Management Pc in Johnston, IA and has 1 year of experience in the finance industry.

3
Sarah Zimmerman, financial advisor Johnston IA
Sarah L. Zimmerman
CRD#: 7058550
8831 Thomas Avenue, Suite 200, Johnston, IA 50131

Sarah Zimmerman (CRD# 7058550) is an Investment Advisor Representative working at Kane Company Wealth Management Pc in Johnston, IA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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