Ausdal Financial Partners Inc
Legal Name: AUSDAL FINANCIAL PARTNERS, INC.
Full Contact Details
Ausdal Financial Partners Inc
5187 UTICA RIDGE RD, DAVENPORT, IA
563-326-2064
563-326-2159
Other Info
Ausdal Financial Partners, also known as Ausdal Financial Partners, Inc., is an IA Corporation with 258 employees, 142 of which provide advisory services to over 2,200 clients. The company is approved by the U.S. Securities and Exchange Commission and was registered on June 5, 2008.
Website
Website
Home | Ausdal Financial Partners | Independent Broker Dealer | Iowa
Ausdal Financial Partners is a closely held, independent securities broker dealer serving financial professionals nationwide. In Ausdal you will find a confluence of small town, Midwestern values, and industry leading financial products, services and technology.
Home | Ausdal Financial Partners | Independent Broker Dealer | Iowa
Ausdal Financial Partners is a closely held, independent securities broker dealer serving financial professionals nationwide. In Ausdal you will find a confluence of small town, Midwestern values, and industry leading financial products, services and technology.
Direct Owners
-
AUSDAL LIVING TRUST
SHAREHOLDER owns more than 10% but less than 25%
-
CHARLES ALAN LINDBERG
SHAREHOLDER owns less than 5%
-
DAVID BRUCE ROBERTS
CHAIRMAN, DIRECTOR, SHAREHOLDER,VICE PRESIDENT owns less than 5%
-
EQUITY INVESTMENTS, L.C.
SHAREHOLDER owns more than 10% but less than 25%
-
EVELYN MARION OAKES
SHAREHOLDER owns less than 5%
-
HEATHER DEBRAY SIMPSON
SHAREHOLDER owns more than 10% but less than 25%
-
JAMES J SIMPSON
EXECUTIVE VICE PRESIDENT,DIRECTOR owns less than 5%
-
JESSICA ANN WITTER
SHAREHOLDER owns more than 5% but less than 10%
-
JOHN BRYAN HICKS
DIRECTOR, SHAREHOLDER,VICE PRESIDENT, CORPORATE SECRETARY owns less than 5%
-
KRAIG RICHARD MICKELSEN
SHAREHOLDER owns more than 10% but less than 25%
-
MONICA LEA AUSDAL
SHAREHOLDER, TRUSTEE owns less than 5%
-
NATHAN DAVID WESTCOMB
CHIEF COMPLIANCE OFFICER owns less than 5%
-
ROBERT JR AUSDAL
PRESIDENT, CHIEF FINANCIAL OFFICER,FINANCIAL AND OPERATIONS PRINCIPAL, SHAREHOLDER, TRUSTEE, CCO OF RIA owns less than 5%
-
STEPHEN BARRA SAWTELLE
DIRECTOR, SHAREHOLDER owns less than 5%
-
THOMAS ARTHUR HOPKINS
DIRECTOR owns less than 5%
Indirect Owners
-
DEAN GORDON OAKES
UNITHOLDER, MANAGER owns more than 25% but less than 50%
-
MICHAEL EDWARD HODGE
UNITHOLDER, MANAGER owns more than 50% but less than 75%
Firms Located Nearby
News
- Ausdal Financial Partners, Inc. Q3 2023 vs. Q4 2023: A Look at the Changing Investment Landscape
- Analyzing Ausdal Financial Partners, Inc.'s Q3 vs. Q4 2022 13F Holdings Comparison
- Zamansky LLC Investigates GPB Capital Holdings Private Funds and the Brokerage Firms Which Allegedly Sold GPB Funds to Investors
Top Holdings
- Caterpillar Inc $7,790k
- SCHWAB STRATEGIC TR US DIVIDEND EQ $4,177k
- VANECK VECTORS ETF TR GOLD MINERS ETF $3,928k
- S&P WRLD EX US $3,895k
- MICROSOFT CORP $3,263k
- ISHARES TR CORE S&P TTL STK $2,834k
- ISHARES TR CORE DIV GRWTH $2,301k
- CISCO SYSTEMS INC $2,296k
- VANGUARD GROUP $1,947k
- PIMCO ETF TR $1,939k