Pete Dorn
Registered Representative at Cape Securities, Inc- Claim this Profile
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Bio
Experience
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Cape Securities, Inc
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West Des Moines, IA.
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Registered Representative
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Jun 2017 - Present
Specializing in 1031 Exchange and Opportunity Zone Fund investments which can provide tax benefits for accredited investors. Specializing in 1031 Exchange and Opportunity Zone Fund investments which can provide tax benefits for accredited investors.
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Wall Street Strategies
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West Des Moines, IA
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Investment Consultant
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Jan 2013 - Jun 2017
30 years in the investment business in Des Moines, IA. I specialize in direct investments which provide income and tax advantages, real estate investments including 1031 Exchanges, and other unique investment opportunities. 30 years in the investment business in Des Moines, IA. I specialize in direct investments which provide income and tax advantages, real estate investments including 1031 Exchanges, and other unique investment opportunities.
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Richfield Orion International, Inc.
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W. Des Moines, IA
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Investment Advisor, Coordinator - Direct Investments
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Apr 2012 - Nov 2012
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Investment Advisor Representative (IAR)
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Jan 2011 - Apr 2012
Investment Advisor Rep providing professional money management. Series 65 licensed. Also Insurance licensed for Life, Annuities and other lines. Provide financial planning and advice for individual investors and retirement plans. Investment Advisor Rep providing professional money management. Series 65 licensed. Also Insurance licensed for Life, Annuities and other lines. Provide financial planning and advice for individual investors and retirement plans.
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Investment Executive
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Nov 1982 - Dec 2010
Series 7 Security licensed since 1983. Investment Executive selling investment products to individuals and retirement plans. More recently with Berthel Fisher & Co. a member of the Presidents Club for top producers 2004-2008 and Chairmans Council for very top in production in 2006. Series 7 Security licensed since 1983. Investment Executive selling investment products to individuals and retirement plans. More recently with Berthel Fisher & Co. a member of the Presidents Club for top producers 2004-2008 and Chairmans Council for very top in production in 2006.
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Education
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1970 - 1974
Minnesota State University, Mankato
B.S., Business Finance
Community
