James Girres
James Girres is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Cedar Falls, IA, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
2616 Orchard Dr, Suite D, Cedar Falls, IA, 50613
Get directionsHistory
Regulatory History (3)
Regulatory
May 1989Regulatory
February 1989Criminal
May 1988Other Business ActivitiesSells Insurance
James is the proprietor/owner of Creative Financial Group, a multi-line insurance brokerage, since 1976, dedicating about 10-20% of his time to sales and service of life, annuities, health, and disability insurance. He also spends minimal time as a band member in a musical singing group.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Century Investors of America, INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.