Successful Resource Management, Ltd.
Successful Resource Management, Ltd. (CRD# 110317) is a financial advisory firm headquartered in Johnston, IA. They manage $36,550,000 in 380 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts380ACCOUNTS
Average Account Value$96,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IA, KS, MO, ND, NE, TX
Jayme Bresnahan (CRD# 5422040) is an Investment Advisor Representative working at Successful Resource Management, Ltd. in Johnston, IA and has over 10 years of experience in the finance industry.
Peter Rothamel (CRD# 4177891) is an Investment Advisor Representative working at Successful Resource Management, Ltd. in Johnston, IA and has over 17 years of experience in the finance industry.