Successful Resource Management, Ltd.

Successful Resource Management, Ltd. (CRD# 110317) is a financial advisory firm headquartered in Johnston, IA. They manage $29,332,097 in 190 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5721 Merle Hay Road, Suite 14, Johnston, IA 50131
http://www.srmltd.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $154,379
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
The map below shows states where this firm has explicit registration only.

IA, MO, TX

Financial Advisors at Successful Resource Management, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Jayme Bresnahan, financial advisor Johnston IA
Jayme W. Bresnahan
CRD#: 5422040
5721 Merle Hay Road, Suite 14, Johnston, IA 50131

Jayme Bresnahan (CRD# 5422040) is an Investment Advisor Representative working at Successful Resource Management, Ltd. in Johnston, IA and has over 16 years 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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