William Edward Coan

Current Employers

Employment History

• 03/1998 → Present
  Nations Financial Group, Inc.
  Iowa City, IA

Other Businesses

INDEPENDENT INSURANCE AGENT. 404 E COLLEGE ST., SUITE 406 IOWA CITY, IA 52240. IS INVESTMENT RELATED. SPENDS APPROXIMATELY 2 HOURS PER MONTH ON INSURANCE, ALL OUTSIDE SECURITY TRADING HOURS. DUTIES INVOLVE SELLING LIFE INSURANCE PRODUCTS. VERY INSIGNIFICANT PART OF BUSINESS./// RENTAL PROPERTY, IOWA CITY, NON-INVESTMENT RELATED, 5HRS/MONTH/// Summit Wealth Management, LLC. 404 E College St.,Suite 406, Iowa City, IA 52240. Is investment related. Nature of business is investment and advisory services. Position is owner. Started 10/14/09. Approx 5 hrs/month spent on business, none during security trading hrs. Duties are to provide investment and advisory services to clients // MidAmerica Securities Management. 404 E College St.,Suite 406, Iowa City, IA 52240. Is investment related. Nature of business is investment and advisory services. Position is owner. Started 10/14/09. Approx 5 hrs/month spent on business, none during security trading hrs. Duties are to provide investment and advisory services to clients JJJ Enterprises, Inc. 22160 W 93rd Ter, Lenexa, KS 66220. Is Not Investment Related. Nature of business is pass through for fees, no operations. Position is owner. Started 12/02/2024. Less than 1 hour per month spent on business, no hours spent during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-23
• S63 Uniform Securities Agent State Law Examination
  1986-08-29

Other Names

• Bill Coan