Successful Resource Management, Ltd.

Successful Resource Management, Ltd. (CRD# 110317) is a financial advisory firm headquartered in Urbandale, IA. They manage $162,544 in 672 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $242
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

IA, KS, MO, ND, NE, TX

Financial Advisors at Successful Resource Management, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Jayme W. Bresnahan
CRD#: 5422040
7017 Hickman Road, Urbandale, IA 50322
93
Wealthminder
score

Jayme Bresnahan (CRD# 5422040) is an Investment Advisor Representative working at Successful Resource Management, Ltd. in Urbandale, IA and has over 10 years of experience in the finance industry.

2
Terry A. Vrieze
CRD#: 455952
7017 Hickman Road, Urbandale, IA 50322
86
Wealthminder
score

Terry Vrieze (CRD# 455952) is an Investment Advisor Representative working at Successful Resource Management, Ltd. in Urbandale, IA and has over 25 years of experience in the finance industry.

3
Peter J. Rothamel
CRD#: 4177891
7017 Hickman Road, Urbandale, IA 50322
58
Wealthminder
score

Peter Rothamel (CRD# 4177891) is an Investment Advisor Representative working at Successful Resource Management, Ltd. in Urbandale, IA and has over 17 years of experience in the finance industry.

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