# SUCCESSFUL RESOURCE MANAGEMENT, LTD.

SUCCESSFUL RESOURCE MANAGEMENT, LTD. of JOHNSTON, IA is an SEC-registered investment adviser.

## Registration

- CRD: 110317
- Type: SEC-registered investment adviser
- SEC file number: 801-57093
- Location: 5721 MERLE HAY ROAD, JOHNSTON, IA, 50131
- Phone: 515-279-1400
- Latest filing: 2026-03-06
- Regulatory AUM: $43.3M
- Discretionary AUM: $43.3M
- Clients: 2
- Accounts: 191

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| PETERS LOUIS WILLIAM | VICE PRESIDENT | — |
| VRIEZE TERRY ARTHUR | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| VRIEZE GERRIT WILLIAM | VICE PRESIDENT | — |
| PODDAR AMIT | ASST. VICE PRESIDENT | — |
| OCONNOR JOHN FRANCIS | REPRESENTATIVE | — |
| MACDOUGALL ROBERT SCOTT | REPRESENTATIVE | — |
| KEENAN KATHLEEN PATRICIA | REPRESENTATIVE | — |
| WHELAN KYLE BAIRD | VICE PRESIDENT | — |
| FLANAGAN LARRY DOYLE | VICE PRESIDENT | — |
| FLANAGAN MARY JANET | VICE PRESIDENT | — |
| CLARK THOMAS RALPH | VICE PRESIDENT | — |
| TERRY CHAD WESLEY | VICE PRESIDENT | — |
| KOTH SARAH LYNN | VICE PRESIDENT | — |
| SHAW JASON WAYNE | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110317/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110317/similar
- Related entities: https://search.stillhousedata.com/firm/110317/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110317

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.