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 structured as a limited liability company and operates as an insurance broker-dealer. The firm has been SEC-registered since 2012. Its ownership is listed as a mix of a domestic entity and an individual. Filings indicate the organization functions primarily in a broker-dealer capacity rather than as an investment-capital allocator or multi-state registered investment adviser.
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 3
Jared Gwin
Chief Sales OfficerCRD 5355065
Stephanie Surette
Chief Compliance OfficerCRD 5217627
Daniel Baccarini
Chief Distribution OfficerCRD 2415262
Contacts
3 of 195
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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