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Brian David Weckman

Actis Wealth Management

Waukee, IA

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Current Employers
Actis Wealth Management

1050 Se Olson Drive Suite I, Waukee, IA 50263 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-12-23
  • IA RA
    APPROVED
    Since 2019-12-23

Branch Locations

1050 Se Olson Drive Suite I, Waukee, IA 50263 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc (Formerly: Linsco/Private Ledger) West Des Moines IA 05/2001 12/2019
Actis Wealth Management L.C. Waukee IA 12/2019 Present
Central Iowa Resellers Llc Des Moines IA 10/2019 Present
Triforce Management Applications Llc Des Moines IA 12/2017 07/2021
Awm Properties L.C. Des Moines IA 02/2008 Present
Weckman Properties L.C. Des Moines IA 04/2002 10/2020
Brian Weckman, Sole Proprieter Des Moines IA 06/2001 09/2025
Progenitor Capital Llc New Virginia IA 10/2024 Present
  • 05/2001 → 12/2019
    Lpl Financial, Llc (Formerly: Linsco/Private Ledger)
    West Des Moines, IA
  • 12/2019 → Present
    Actis Wealth Management L.C.
    Waukee, IA
  • 10/2019 → Present
    Central Iowa Resellers Llc
    Des Moines, IA
  • 12/2017 → 07/2021
    Triforce Management Applications Llc
    Des Moines, IA
  • 02/2008 → Present
    Awm Properties L.C.
    Des Moines, IA
  • 04/2002 → 10/2020
    Weckman Properties L.C.
    Des Moines, IA
  • 06/2001 → 09/2025
    Brian Weckman, Sole Proprieter
    Des Moines, IA
  • 10/2024 → Present
    Progenitor Capital Llc
    New Virginia, IA
Previous Registrations
Other Businesses

(1.) 3/21/2008: AWM Properties, LLC - Investment Related - 9295 Bishop Dr, Ste 105, West Des Moines, IA 50266 - Real Estate Rental - Time Spent 1% - Real estate LLC that will own our office condo. 9295 Bishop Dr, Ste 105, West Des Moines, IA 50266 There are no other business functions other than the ownership & management of our office. (2.) 1/7/2013: AWM Properties - Investment Related - 9295 Bishop Dr, Ste 105, West Des Moines, IA 50266 - Real Estate Rental - Time Spent 1% - Rent out part of our office. (3.) 10/10/2019 - Central Iowa Resellers - Not Investment Related - Home Based - Other-Business Owner - Started 10/01/2019 - 10 Hours Per Month/0 Hours During Securities Trading - Purchasing of estate sale liquidations and the resale of personal items purchased. (4.) Progenitor Capital LLC; No; New Virginia, IA; Owner/ Managing Member; 10/2024; 10/ HRS MO; 0/ HRS MO;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-01
S63 Uniform Securities Agent State Law Examination 1997-09-25
  • S65 Uniform Investment Adviser Law Examination
    2001-02-01
  • S63 Uniform Securities Agent State Law Examination
    1997-09-25

View on SEC IAPD

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