AW
AW

Alan Roland Woolever

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
6,720 clients
Average Client Portfolio
$302K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
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Location

4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alan is an insurance agent, selling life insurance with American National since 1982, dedicating nearly full-time hours. He also sells property and casualty insurance with TWFG Insurance since August 2024.

Employment History
Current Registrations
Bfc Planning, INC.
February 2014 - Present · 12 yrs
Securities Management & Research, INC.
January 1986 - Present · 40 yrs 1 mo
Securities Management & Research, INC.Broker
January 1986 - Present · 40 yrs 1 mo
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.