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Quinn Robert Arnold

Arnold And Mote Wealth Management

Hiawatha, IA

CRD 6638323

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Employer firm

Arnold And Mote Wealth Management CRD 283698

$168M regulatory AUM 24 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Arnold And Mote Wealth Management

1202 Dina Court Suite B, Hiawatha, IA 52233 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-09-05
IA RA APPROVED 2016-05-02
  • TX RA
    APPROVED_RES
    Since 2018-09-05
  • IA RA
    APPROVED
    Since 2016-05-02

Branch Locations

1202 Dina Court Suite B, Hiawatha, IA 52233 • 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
Arnold Financial Planning Cedar Rapids IA 03/2016 Present
Willis Towers Watson Denver CO 04/2006 05/2018
  • 03/2016 → Present
    Arnold Financial Planning
    Cedar Rapids, IA
  • 04/2006 → 05/2018
    Willis Towers Watson
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-26
  • S65 Uniform Investment Adviser Law Examination
    2016-02-26

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
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Nearby Investors

CHAD ALLAN HOFFMANN
Eric John Palmer
Mark Robinson

Nearby Offices

LPL FINANCIAL LLC · HIAWATHA, IA
EDWARD JONES · Hiawatha, IA
PFS INVESTMENTS INC. · HIAWATHA, IA

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