SECURITIES MANAGEMENT AND RESEARCH, INC.

SECURITIES MANAGEMENT AND RESEARCH, INC. of MARION, IA is an SEC-registered investment adviser (CRD 759). Regulatory assets under management: $3.3M.

Registration

Officers, owners & control persons (31)

Showing 25 of 31 people.

NameRoleLocation
AXELSON TERESA ELAINEVICE PRESIDENT; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER
DIXON GORDON DENNISSVP, CHIEF INVESTMENT OFFICER, DIRECTOR
KOELEMAY BRENDA THOMASVICE PRESIDENT, TREASURER; VICE PRESIDENT, TREASURER, CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER
MCCROSKEY MICHAEL WADEPRESIDENT, CEO, DIRECTOR
PRAKER SALLY FITZHUGHASSISTANT VICE PRESIDENT
LORD MICHELE SWIGGETTASSISTANT SECRETARY
HARRINGTON TERRELL BRETTVICE PRESIDENT; VICE PRESIDENT AND CHIEF SECURITIES MARKETING OFFICER
LUCAS ROBERT EUGENEDIRECTOR
FERDINANDSTEN G RICHARDDIRECTOR
DOUGLAS VICKI RENEASSISTANT VICE PRESIDENT
GEIB STEVEN DOUGLASASSISTANT VICE PRESIDENT
HERZ IRWIN MAXTRUSTEE
BEHRENS DAVID ALANDIRECTOR
PRICE RONALD CLARKSENIOR VICE PRESIDENT, RETAIL SALES DIVISION; VICE PRESIDENT
DUNCAN ANDREW RYANVICE PRESIDENT, DERIVATIVES STRATEGIES & ALTERNATIVE INVESTMENTS; VICE PRESIDENT, HEAD OF EQUITIES; VICE PRESIDENT, HEAD OF MUTUAL FUNDS
LEMIRE ANNE MARIEVICE PRESIDENT, HEAD OF FIXED INCOME
MAIDLOW JOHN SPENCERVICE PRESIDENT, HEAD OF PORTFOLIO MANAGEMENT; VICE PRESIDENT, PRIVATE ACCOUNTS
BERTHEL THOMAS JOSEPHCEO; CEO & PRESIDENT
BRENDENGEN RONALD ODINCHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT
WEGMANN DANIEL PETERCFO & FINOPS
PETERMAN TOBI LANEDESIGNATED AGENT; SENIOR VICE PRESIDENT
DAVENPORT SHELLEY RAECHIEF COMPLIANCE OFFICER
MURPHY RICHARD MAURICEPRESIDENT
JENSEN MICHAELVICE PRESIDENT
WELCH RONALD JAYDIRECTOR

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