Sammons Financial Network, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
198
Avg account
$0

Firm details

Headquarters
West Des Moines, Iowa
CRD number
158538
Registered since
January 30, 2012

Firm profile

FINTRX

Overview

Sammons Financial Network, LLC is a limited liability company that registered with the SEC in 2012 and is organized as an insurance broker-dealer. The FINTRX snapshot identifies the owner type as a mix of domestic entity and individual. The firm is not listed as a capital allocator and is not designated as a multi-state adviser, pension consultant, or related adviser. The data also flags the firm as not being an active ESG investor. Public disclosure in the source is sparse: the record does not include details on advisory activities, fee schedules, client segmentation, or specific business lines beyond the broker-dealer classification. That profile suggests the firm’s primary role is distribution of insurance and related products rather than operating as an investment management firm that reports client AUM or portfolio holdings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 6
  • Bryce Biklen

    Bryce Biklen

    Chief Distribution OfficerCRD 4432955

  • Scott Brady

    CoordinatorCRD 5249093

  • Jared Gwin

    Jared Gwin

    Chief Sales OfficerCRD 5355065

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Contacts

3 of 192
  • Ryan Rafferty

    Ryan Rafferty

    Sales ConsultantCRD 8188680

  • Lance O'neal

    Lance O'neal

    Regional Vice PresidentCRD 6024121

  • Garrett Cecere

    Garrett Cecere

    WholesalerCRD 7892785

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

West Des Moines, IA

Polk

Location

West Des Moines, IA

Headquartered in West Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
Polk
Address
8300 Mills Civic Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth