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302 West Broadway Suite 9, Polk City, IA 50226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-11-18 |
Branch Locations
302 West Broadway Suite 9, Polk City, IA 50226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcharter Retirement Planning | Ankeny | IA | 09/2022 | 11/2025 |
| Principal | Des Moines | IA | 05/2022 | 08/2022 |
| Hk Solutions Group | Des Moines | IA | 12/2020 | 05/2022 |
| Wealthcharter Retirement Planning | Ankeny | IA | 05/2021 | 08/2021 |
| Guthrie County State Bank | Guthrie Center | IA | 01/2020 | 08/2020 |
| Jason Roberts, Llc | Adair | IA | 11/2015 | 10/2019 |
| Adair-Casey/Guthrie Center Lsd | Guthrie Center | IA | 08/2012 | 05/2020 |
| Unemployed | Guthrie Center | IA | 08/2020 | 05/2021 |
| Unemployed | Ames | IA | 08/2020 | 11/2020 |
| Van Diest Capital | Polk City | IA | 11/2025 | Present |
| Van Diest Capital | Polk City | IA | 11/2025 | Present |
1. VDC Accounting, LLC; Responsibilities: Runs a tax and accounting practice that prepares taxes and does other accounting services for clients. I receive compensation from the fees for preparing tax returns and providing other accounting services; Approx 80 hours per month devoted during trading and outside trading hours from January - April, Approx. 20 hours per month devoted during trading and outside trading hours from May - December. 2. Acro Capital Group, LLC - Owner, Manager; NATURE: Administrative. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 2026-03-01 ADDRESS: 302 W Broadway St Polk City Iowa 50226 DESCRIPTION: Holding company for commercial real estate investment, multi-unit property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-05 |
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