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Arnold And Mote Wealth Management CRD 283698
$168M regulatory AUM 24 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1202 Dina Court Suite B, Hiawatha, IA 52233 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-14 |
| IA | RA | APPROVED | 2021-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodruff Construction | Fort Dodge | IA | 01/2003 | 10/2020 |
| Arnold & Mote Wealth Management | Hiawatha | IA | 01/2020 | Present |
Dumars Properties LLC Not investment related 510 Edelweiss Ln, Tiffin, IA 52340 Real estate holdings President and managing member Started August 2019 40 hours per month 0 during securities trading hours Coovergroup LLC Not investment related 821 Crystal St, Ames, IA 50010 Web design Treasurer Started July 2005 1 hour per month 0 during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-15 |
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