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Davenport, IA Office

Team
Updated today

Client AUM

$3,630,271,114

Clients

16,436

Advisors

3

Of 184 advisors across 95 offices

Location

5187 Utica Ridge Road

Davenport IA 52807

Advisors at this office

3

Advisors at this office

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Tami H

Series 65

Davenport, IA

Ausdal Financial Partners, Inc.

Tami Hurd is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 65 credential and 14 years of industry experience. She has been with Ausdal Financial Partners since 2009. Outside of her advisory role, she is a co-owner of Red Bird Distributing, LLC, a wholesale food vendor in Bettendorf, Iowa, where she assists with bookkeeping and merchandising. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Warren W

Series 63, Series 65

Davenport, IA

Ausdal Financial Partners, Inc.

Warren Wilson III is a financial advisor with Ausdal Financial Partners, Inc. in Davenport, IA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Robert B. Ausdal & Co. Inc. since 1991. In addition to his advisory role, he is licensed to sell insurance products, dedicating limited time to this activity. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a team of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm combines broker-dealer and insurance activities with advisory services, providing diverse investment strategies across multiple account types and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Michelle S

Series 66

Davenport, IA

Ausdal Financial Partners, Inc.

Michelle Swinney is a financial advisor at Ausdal Financial Partners, Inc. with 18 years of industry experience. She holds a Series 66 designation and has been affiliated with Robert B. Ausdal & Co. Inc. since 2003. Outside of her advisory work, she is a part-time musician and music teacher based in Bettendorf, IA. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs and brokerage services with both discretionary and non-discretionary investment strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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