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Amanda S

Series 65

Davenport, IA

AlphaStar Capital Management

Amanda Schotz is a financial advisor at AlphaStar Capital Management with a Series 65 designation and approximately one year of industry experience. Prior to joining AlphaStar, she worked at The Advisory Group, Inc. and has experience in educational and child development organizations. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and a combination of strategic and tactical investment approaches, managing about $2.5 billion in assets across more than 8,400 client relationships.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Brian N

Series 63, Series 65

Davenport, IA

AlphaStar Capital Management

Brian Nauman is a financial advisor with AlphaStar Capital Management in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at PlanMember Securities Corporation, Parkland Securities, LLC, and The Advisory Group, Inc. He is also involved with TAG Team, LLC, a business he has been associated with since 2010. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a combination of strategic asset allocation and quantitative tactical approaches.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Lucas D

Series 63, Series 65

Davenport, IA

AlphaStar Capital Management

Lucas Dengler is a financial advisor with AlphaStar Capital Management in Davenport, IA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at PlanMember Securities Corporation, The Advisory Group, Inc., and Modern Woodmen of America. He also has experience as a registered representative and insurance agent with affiliated firms. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other investment advisers. The firm employs both predefined model portfolios and customized strategies using strategic asset allocation combined with quantitative and momentum-based analysis.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Brett A

Series 66

Davenport, IA

AlphaStar Capital Management

Brett Anderson is a financial advisor at Alphastar Capital Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial and The Advisory Group. Anderson is also associated with Oakwood Capital Securities and Alphastar Capital Management Quad Cities in roles involving insurance sales and brokerage services. Alphastar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs both strategic and tactical investment approaches through model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Bradley N

Series 65, Series 63

Davenport, IA

AlphaStar Capital Management

Bradley Nauman is a financial advisor at Alphastar Capital Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Advisory Group, Inc. and PlanMember Securities Corporation. His background also includes a seven-year tenure at the University of Nebraska - Lincoln. Alphastar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches with a broad range of investment vehicles and uses third-party portfolio construction technology.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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