Cross Wealth Management
317 Clark Avenue
Ames, IA (Iowa) 50010-3314
Ames, IA (Iowa) 50010-3314
Business Details
11 years Since 2004
Terry Cross (Rebc)
(515) 663-4299 (Fax)
| Products: | Individual Retirement Accounts |
| Services: | Registered Representative, Ira Retirement Accounts, 401(K) Retirement Plans, Health Insurance, Investments & Annuities, Accounting, Brokerage Services, Wealth Planning, Wealth Preservation |
| Professionals on Staff: | Accountants |
| Payment Mode: | Health Insurance |
| Certifications: | Registered Representative |
| General Content: | Corporation Member Finraisipc, Cross Wealth Management Inc. Is Independent, Member Finra/sipc. Cross Wealth Management Inc, Of Questar Capital Corporation, Securities Offered Through Questar Capital, Securities Offered Through Questar Capital Corporation , Is Independent Of Questar Capital Corporation. |
| Credit Rating: | Very Good |
| Sales Volume: | 500K |
| Employee Size Range: | 1-4 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |
Additional Categories
Cross Wealth Management is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Services
- Investment Securities
- Retirement Planning Consultants & Services
- Investment Banking And Securities Dealing > Private Investment > Investment Securities
- Portfolio Management > Retirement & Estate Planning > Retirement Planning Consultants & Services
- All Other Business Support Services > Financial Services
- Security Brokers, Dealers, And Flotation Companies > Security Brokers, Dealers, & Flotation Companies, Nec > Investment Securities
- Investment Advice > Retirement & Estate Planning > Retirement Planning Consultants & Services
- Business Services, Nec > Financial Services
