Sammons Financial Network, LLC
Firm details
- Headquarters
- West Des Moines, Iowa
- CRD number
- 158538
- Registered since
- January 30, 2012
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Bryce Biklen
Chief Distribution OfficerCRD 4432955
Scott Brady
CoordinatorCRD 5249093

Jared Gwin
Chief Sales OfficerCRD 5355065
Contacts
3 of 192
Ryan Rafferty
Sales ConsultantCRD 8188680

Lance O'neal
Regional Vice PresidentCRD 6024121

Garrett Cecere
WholesalerCRD 7892785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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