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CRD 146911
WEST DES MOINES, IA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DOUGLAS DEAN VANDER WEIDE | Certified Financial Planner | Franklin, TN | WEST DES MOINES, IA | 12 | 36 | 1 | no |
| Michael Ryan Jiskoot | Certified Financial Planner | WEST DES MOINES, IA | 5 | 11 | n/a | no |
| Alec Edward Jackson | n/a | WEST DES MOINES, IA | 3 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Jiskoot, Michael, Ryan | PRESIDENT/CHIEF COMPLIANCE OFFICER | Na | yes | 04/2024 | Jun 11, 2024 | Oct 31, 2024 |
| VANDER WEIDE, DOUGLAS, DEAN | MANAGING MEMBER | E | yes | 06/2008 | Dec 19, 2011 | Oct 31, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SHADOW CREEK, LLC | n/a | n/a | n/a | N | yes | n/a |
| SUCKER PUNCH II, LLC | n/a | n/a | n/a | N | yes | n/a |
| SUCKER PUNCH, LLC | n/a | n/a | n/a | N | yes | n/a |
| VALIANT BMC II, LLC | n/a | n/a | n/a | N | yes | n/a |
| VALIANT BMC, LLC | n/a | n/a | n/a | N | yes | n/a |
| VALIANT COLLEGE HILL, LLC | n/a | n/a | n/a | N | yes | n/a |
| VALIANT CONSANO, LLC | n/a | n/a | n/a | N | yes | n/a |
| VALIANT PC, BMC, LLC | n/a | n/a | n/a | N | yes | n/a |
| VALIANT REGENEXX LLC | n/a | n/a | n/a | N | yes | n/a |
| VALIANT TEAK, LLC | n/a | n/a | n/a | N | yes | n/a |
| VALIANT THE JAMES, LLC | n/a | n/a | n/a | N | yes | n/a |
| VALIANT TWIN BRIDGES, LLC | n/a | n/a | n/a | N | yes | n/a |
| VWA ACS, LLC | n/a | n/a | n/a | N | yes | n/a |
| WORLDWIDE STAGES - SPRING HILL REALTY, LLC | n/a | n/a | n/a | N | yes | n/a |
| WORLDWIDE STAGES, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Franklin | Tn | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $423M | $423M | 12 | 3 | 1 | 30 | n/a |
| 2024 | Apr 25, 2025 | $382M | $382M | 16 | 3 | 1 | 24 | n/a |
| 2023 | Mar 28, 2024 | $312M | $221M | 12 | 3 | 2 | n/a | n/a |
| 2022 | Mar 10, 2023 | $250M | $177M | 11 | 2 | 2 | n/a | n/a |
| 2021 | Mar 24, 2022 | $238M | $178M | 13 | 3 | 2 | n/a | n/a |
| 2020 | Mar 29, 2021 | $189M | $168M | 10 | 3 | 2 | n/a | n/a |
| 2019 | Mar 19, 2020 | $190M | $166M | 10 | 2 | 2 | n/a | n/a |
| 2018 | Mar 15, 2019 | $154M | $133M | 6 | 2 | 1 | n/a | n/a |
| 2017 | Mar 28, 2018 | $149M | $129M | 5 | 2 | 1 | n/a | n/a |
| 2016 | Mar 24, 2017 | $113M | $96.7M | 4 | 3 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $423M | $382M | 10.7% | $250M | 19.2% | 12 | 16 | 1 | 1 |