KANE COMPANY WEALTH MANAGEMENT, INC.
CRD #115756 SEC #801-117373 JOHNSTON, IA 515-270-2727
SEC Registered
Total AUM
$220M
Discretionary
$218.2M
Employees
3
Clients
101
Accounts
653
Firm Details
- Organization Type
- Corporation
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KANE, JASON, JAMES | I | VICE PRESIDENT | NA | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANE FAMILY TRUST | DE | DIRECT OWNER | D | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| KANE, STEVEN, LEE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| KANE, JASON, JAMES | I | 1.VICE PRESIDENT | C | Control |
| KANE, JASON, JAMES | I | 1.VICE PRESIDENT | C | Control |
| THE JASON JAMES KANE TRUST | DE | DIRECT OWNER | C | Control |
Registrations
Federal
IA
Jan 21, 2025 REGISTERED
Notice Filings (4)
IA MN NE TX
Address
8831 THOMAS AVENUESUITE 200
JOHNSTON, IA 50131-8005
United States
Phone: 515-270-2727