Daycen Douglass has been an investment adviser representative at A.o. Wealth Advisory,llc since October 2022, and is not listed among the firm’s executive officers or direct owners. Daycen Douglass holds a Degree in Financial Counseling and Planning from Iowa State University.
A.o. Wealth Advisory,llc is an Urbandale, IA firm with $213M under management, 311 clients and 4 advisers in one office, as of its February 2026 filing.
Daycen Douglass is a Financial Planning Assistant at AO Wealth Advisory, based in Urbandale, Iowa. He focuses on developing financial plans for clients. His relationship with the firm started as an internship in 2020 and shifted into a full-time role following graduation.
- Ao Wealth AdvisoryCurrent– present · 4 yearsUrbandale, IA · Adviser representative · Firm CRD 288301
Investment adviser representative registrations
Daycen Douglass is registered as an investment adviser representative in Iowa, since October 2022.
- IowaSince 10 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daycen Steele Douglass
- CRD
- 7384875
- Firm
- A.o. Wealth Advisory,llc · CRD 288301
- Office
- 2570 106TH STREET, SUITE A, Urbandale, IA 50322
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aowealthadvisory.com
Where does Daycen Douglass work?
Daycen Douglass is an investment adviser representative registered through A.o. Wealth Advisory,llc since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Daycen Douglass a financial advisor?
Yes. Daycen Douglass has a current investment-adviser registration in Iowa, through A.o. Wealth Advisory,llc since October 2022.
How many years of experience does Daycen Douglass have?
Daycen Douglass has 4 years in the financial industry, since October 2022, across 1 adviser firm.
What exams has Daycen Douglass passed?
Daycen Douglass passed the Series 65 in October 2022.
Where is Daycen Douglass based?
Daycen Douglass’ registered office is in Urbandale, IA.
Is Daycen Douglass registered with FINRA?
No. Daycen Douglass has no current broker registration.
How can I verify Daycen Douglass’ record?
Search CRD 7384875 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daycen Douglass’ full registration record.
