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427 1St Street Se Suite 100, Cedar Rapids, IA 52401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-12-11 |
Branch Locations
427 1St Street Se Suite 100, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bergan Paulsen | Cedar Rapids | IA | 07/2014 | 12/2017 |
| Bergankdv Wealth Management, Llc | Bloomington | MN | 08/2015 | 12/2017 |
| Grit Asset Management, Llc | Cedar Rapids | IA | 08/2017 | Present |
William Hahesy has ownership in the following entities which own non-financial companies: Cedar Investment Group, LLC - privately held company in the commercial and residential overhead door sales/service industry. Rapids Real Estate Group, LLC - real estate holding company. This entity may provide consulting services to clients of GFO and is a conflict of interest. GFO always acts in the best interest of the client; including the sale of consulting services which result in fees from advisory clients. Clients are not required to purchase any consulting services through any representative of GFO in their outside capacities. Premier Tooling and Manufacturing, LLC; investment related: No; 8853 Kapp Dr, Peosta, IA 52068; Privately held company in the manufacturing and machining industry. ; minority owner. ; 2018-11-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.
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