Daycen
Douglass
Ao Wealth Advisory
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About this Advisor
Daycen Douglass is a financial advisor based out of Urbandale, Iowa with a total of 1 year of relevant experience. Douglass is currently employed by Ao Wealth Advisory. Throughout their career, Douglass has worked at Ao Wealth Advisory, Fareway Stores, Menards, Hawkeye Community College, N/A and Union Community Schools. Douglass maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Iowa. Ao Wealth Advisory is a company that has its headquarters in Urbandale, IA. It manages $121 million in assets across its 1,044 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,044 accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets. Ao Wealth Advisory has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules vary depending on which service is offered. However, fees billed by Ao Wealth Advisory most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ao Wealth Advisory Brokerage Details
$121,445,030
3
1,044
$116,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Daycen Douglass Work History
Daycen has been registered as a financial advisor for 1 years.*
Ao Wealth Advisory
Ao Wealth Advisory
Ao Wealth Advisory
Fareway Stores
Menards
Menards
Hawkeye Community College
N/A
Union Community Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daycen Douglass to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ao Wealth Advisory
Urbandale, IA
Urbandale, IA
Urbandale, IA
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