Waterloo Capital
Waterloo Capital (CRD# 133705) is a financial advisory firm headquartered in Austin, TX. They manage $1,302,845,545 in 4,480 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,303MILLION
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Total Number of Accounts4,480ACCOUNTS
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Average Account Value$290,814
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, GA, LA, NC, NY, TX
Elizabeth Mock-Hernandez (CRD# 4806931) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 19 years of experience in the finance industry.
Frances Moore (CRD# 1534194) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 38 years of experience in the finance industry.
Lori Morris (CRD# 2261771) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 29 years of experience in the finance industry.
Keith Nielsen (CRD# 2814298) is an Investment Advisor Representative working at Waterloo Capital in Waco, TX and has over 27 years of experience in the finance industry.
Robert Russell (CRD# 5872104) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 12 years of experience in the finance industry.
David Sabonghy (CRD# 4521976) is an Investment Advisor Representative working at Waterloo Capital in Sugar Land, TX and has over 21 years of experience in the finance industry.
Donald Simoneaux (CRD# 5144175) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 8 years of experience in the finance industry.
Grant Smith (CRD# 6487719) is an Investment Advisor Representative working at Waterloo Capital in Rogers, AR and has over 8 years of experience in the finance industry.
Donald Snelling (CRD# 7009822) is an Investment Advisor Representative working at Waterloo Capital in Boerne, TX and has over 5 years of experience in the finance industry.
Dax Weindorf (CRD# 5461216) is an Investment Advisor Representative working at Waterloo Capital in Rogers, AR and has over 16 years of experience in the finance industry.