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Inactive

Daycen Steele Douglass

Ao Wealth Advisory

Urbandale, IA

CRD 7384875

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Employer firm

Ao Wealth Advisory CRD 288301

$213M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Ao Wealth Advisory

2570 106Th Street, Suite A, Urbandale, IA 50322 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-10-10
  • IA RA
    APPROVED
    Since 2022-10-10

Branch Locations

2570 106Th Street, Suite A, Urbandale, IA 50322 • 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
Ao Wealth Advisory Urbandale IA 05/2021 Present
Ao Wealth Advisory Urbandale IA 08/2020 05/2021
Ao Wealth Advisory Urbandale IA 06/2020 08/2020
Fareway Stores Ames IA 08/2018 06/2020
Menards Ankeny IA 07/2018 08/2018
Menards Waterloo IA 07/2017 07/2018
Hawkeye Community College Waterloo IA 08/2017 05/2018
N/A La Porte City IA 05/2017 07/2017
Union Community Schools La Porte City IA 08/2003 05/2017
  • 05/2021 → Present
    Ao Wealth Advisory
    Urbandale, IA
  • 08/2020 → 05/2021
    Ao Wealth Advisory
    Urbandale, IA
  • 06/2020 → 08/2020
    Ao Wealth Advisory
    Urbandale, IA
  • 08/2018 → 06/2020
    Fareway Stores
    Ames, IA
  • 07/2018 → 08/2018
    Menards
    Ankeny, IA
  • 07/2017 → 07/2018
    Menards
    Waterloo, IA
  • 08/2017 → 05/2018
    Hawkeye Community College
    Waterloo, IA
  • 05/2017 → 07/2017
    N/A
    La Porte City, IA
  • 08/2003 → 05/2017
    Union Community Schools
    La Porte City, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-10
  • S65 Uniform Investment Adviser Law Examination
    2022-10-10

View on SEC IAPD

Nearby Firms

INTEGRITY ALLIANCE, LLC
EDWARD JONES
DES MOINES INVESTMENTS, LLC

Nearby Investors

RICARDO ESTEBAN PERTIERRA
JAMES EDWARD HUNDMAN
RICHARD JAY RUDINGER

Nearby Offices

INTEGRITY ALLIANCE, LLC · URBANDALE, IA
EDWARD JONES · URBANDALE, IA
DES MOINES INVESTMENTS, LLC · Urbandale, IA

More in Urbandale, IA

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