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 organized as a limited liability company that functions as an insurance broker-dealer. Ownership is held by a combination of a domestic entity and individual owners. According to the provided data, the firm does not act as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state investment adviser, not a pension consultant, not a related adviser, and it is not newly formed. The FINTRX snapshot does not supply details on the firm's client base, fee schedules, specific business lines, or advisory activities, so how the broker-dealer positions its product mix and revenue model is not disclosed in the source material.
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 4Christopher Kobes
Chief Compliance OfficerCRD 5825462

Stephanie Surette
Chief Compliance OfficerCRD 5217627

Jared Gwin
Chief Sales OfficerCRD 5355065
Contacts
3 of 197
Joshua Smith
Investment Advisor RepresentativeCRD 5193278

David Welsh
Regional Vice PresidentCRD 4538223

David Peters
Internal WholesalerCRD 7125696
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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