Duane Sturm (CRD# 2275213) is an Investment Advisor Representative working at Sagespring Wealth Partners in Clarinda, IA and has over 31 years of experience in the finance industry.
CRD# 4745122
Edward Jones
CRD# 5983104
Edward Jones
CRD# 5678144
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sturm-kew Wealth Team | Clarinda, IA | Apr 2022 - Current | 2 |
| Dixon Wells | Clarinda, IA | Nov 2019 - Current | 4 |
| Raymond James Financial Services | Clarinda, IA | Oct 1999 - Current | 24 |
| Southwestern Investment Advisory Services | Clarinda, IA | Mar 2018 - Jan 2022 | 3 |
| Southwestern Investment Group | Clarinda, IA | Mar 2017 - Jan 2022 | 4 |
| Raymond James Financial Services Advisors, Inc. | Clarinda, IA | Jan 2009 - Mar 2017 | 8 |
| Sturm Financial Services | Clarinda, IA | Jan 2001 - Jan 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Pension consulting services
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