Ryan David Hervey

Employer firm

Accel Wealth Management CRD 286201

$1.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2013 → 09/2022
  Northwest Wealth Management Llc
  West Des Moines, IA
• 09/2022 → Present
  Accel Wealth Management Llc
  Waverly, IA

Previous Registrations

• 2013-05-29 → 2022-09-21
  Northwest Wealth Management, Llc
  West Des Moines, IA

Other Businesses

Insurance Sales; Not investment related; 7000 Vista Drive Suite 300, West Des Moines, IA 50266; Life/Health Insurance Sales; Agent; Started 9/21/2022; 5 hours per month, 5 during trading; Sale of insurance products as a result of the financial planning process

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-28
• S63 Uniform Securities Agent State Law Examination
  2006-10-26