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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-09-29 |
Branch Locations
1603 22Nd Street Suite 202, West Des Moines, IA 50266 • United States
5320 Northshore Drive, North Little Rock, AR 72118 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compensation Designs, Llc | West Des Moines | IA | 07/2008 | Present |
| Concert Wealth Management, Inc. | San Jose | CA | 06/2016 | 04/2017 |
| Sowell Management | West Des Moines | IA | 09/2016 | Present |
(1) GERRIT VRIEZE; INVESTMENT RELATED; 1603 22ND STREET, SUITE 104, WEST DES MOINES, IA 50266; FIXED ANNUITY AND LIFE INSURANCE AGENT; BEGAN MAY 1998; 30 HOURS PER MONTH INCLUDING DURING TRADING HOURS; SALES OF FIXED AND INDEX LIFE AND ANNUITIES. (2) GERRIT VRIEZE INC.; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; S CORP FOR BUSINESS ACCOUNTING PURPOSES AND RECEIVING COMPENSATION FOR ESTATE PLANNING SERVICES; SOLE SHAREHOLDER; BEGAN MARCH 2006; APPROXIMATELY 4 HOURS PER MONTH INCLUDING DURING TRADING HOURS; OFFERS AND RECEIVES COMPENSATION FOR ESTATE PLANNING SERVICES THROUGH AN ARRANGEMENT WITH WEALTH, INC., A THIRD-PARTY TECHNOLOGY PROVIDER. 3) Compensation Designs, LLC; 1603 22nd Street, Suite 104, West Des Moines, Iowa 50266; investment-related; financial advisor; starting 07/2008; DBA used to provide and market certain insurance and financial services, investment advisory services offered through Sowell Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-30 |
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