James David Rhodes

Employer firm

Altitude Capital Management LLC CRD 329366

$104M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 11/2016
  Principal Life Insurance Company
  Des Moines, IA
• 10/2016 → 11/2016
  Principal Securities, Inc.
  Des Moines, IA
• 11/2016 → 01/2017
  Wells Fargo
  West Des Moines, IA
• 01/2017 → 05/2020
  Wells Fargo
  West Des Moines, IA
• 05/2020 → 10/2024
  Redbird Insurance
  Colfax, IA
• 10/2024 → Present
  Whitney And Associates
  Des Moines, IA
• 03/2026 → Present
  Altitude Capital Management Llc
  Des Moines, IA

Other Businesses

INSURANCE AGENT- INVESTMENT RELATED, DES MOINESL IOWA INSURANCE SALES, AGENT, 2020, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-09
• S63 Uniform Securities Agent State Law Examination
  2015-10-05

Other Names

• James Rhodes