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AUSDAL FINANCIAL PARTNERS, INC.
CRD 7995 · SEC 801-69266
5187 UTICA RIDGE RD, DAVENPORT, IA, 52807, United States
Phone
563-326-2064
Fax
563-326-2159
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.73B
Discretionary AUM
$3.48B
Team
306 total employees; 168 advisory reps; 665 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; REVENUE SHARING
Org form
Corporation
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersADVICE ON UMA PLATFORMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12432 | $1.57B |
| High net worth individuals | 4004 | $2.06B |
| Pension/profit sharing plans | 21 | $15.3M |
| Charitable organizations | 18 | $5.1M |
| Corporations/business entities | 97 | $82.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.engelwealthmanagement.com/
- https://www.indianocpa.com
- http://www.danielsalexander.net/
- https://www.albertswealthadvisors.com/
- https://www.tvbrokerage.biz
- https://www.americaniraadvisor.com
- https://www.infinitytfp.com
- https://www.grandglaizewealth.com
- https://www.silverbirchcapitaladvisors.com/
- https://www.waterseedwm.com/
- https://www.smyczynskifinancial.com/
- https://www.afpwealthstrategies.com
- http://www.greenwayadv.com/
- http://www.hinsdalecapital.com/
- https://www.newmanfinancialgroup.com/
- http://www.wpfwealth.com/
- HTTPS://WWW.AUSDAL.COM
- https://www.icipgh.com
- https://www.investing-plan.com
- https://www.teamprivatewealth.net
- https://gmbcpa.com/
- https://www.mclemorefinancial.com/
- https://insigniawealthmanagement.com/
- https://www.crosswalkwealthmanagement.com/
- https://www.csamg.com/
- https://intervestintl.com/
- https://www.russellwealthgroup.com
- https://www.schneiderconsultants.com
- https://www.theonlycornerstone.com/
- https://www.tkobrienfinancial.com/
- https://www.bandnfinancial.com/
- http://www.timberlandfinancial.com/
- https://mbrownltd.com/
- http://www.mccauslandgroup.com/
- http://www.bigtimberwealth.com/
- https://www.seabreezewealthmanagement.com/
- https://www.firstgenplanning.com/
- http://www.foxvalleyfinancial.com/
- https://www.wengerfinancial.com/
- https://www.wealthqc.com/
- http://minthillwealth.com/
- http://www.frolicsteinfinancial.com/
- https://www.safeharborretirement.net/
- http://www.retirewellusa.com/
- https://missioncriticalfpi.com/
- http://www.armourcapital.com/
- https://www.linkedin.com/company/ausdal-financial-partners/
- https://www.oceancrestwm.com/
- https://www.passanteinvestments.com/
- https://www.kmetzfinancial.com/
- https://saltielwm.com/
- https://www.bchwealth.com/
- https://www.leafinancialgroup.com
- https://www.pinnacle-invest.com
- https://www.semrauwealth.com
- https://www.gmbcpa.com
- https://www.fischfinancial.com
- https://www.cowdellagency.com
- https://www.cobrity.com
- https://www.chrisdoone.com
- http://www.wenstrup.org/
- http://www.bermancapitalmanagement.com/
- https://thenapervillefinancialplanner.com/
- HTTP://WWW.AUSDALFINANCIALPARTNERS.COM/
- https://www.aperturewealthpartners.com/
- https://www.choicesfinancialservices.com/index.cfm?skipsplash=1
- https://www.claritygroupmw.com/
- https://www.passportwealth.com/
- https://www.paxtonfs.com/
Official SEC filing: View on IAPD