Successful Resource Management, Ltd.

Successful Resource Management, LLC, formerly known as Great Plains Advisory Services, was established in 1989 and is a limited liability company based in Iowa. The firm specializes in providing personalized financial planning and investment management services to individuals, high net-worth individuals, charitable organizations, and corporations. Services include financial objective determination, cash flow management, tax planning, investment management, education funding, retirement planning, and estate planning. SRM is a fee-based firm managing various securities such as stocks, bonds, mutual funds, and limited partnerships. The firm offers asset management services on a discretionary basis, determining individual investment goals, time horizons, and risk tolerance. SRM charges fees based on a percentage of assets under management, with account minimums starting at $25,000. The firm's investment strategy is tailored to each client's objectives, with a focus on technical analysis and risk management. SRM acts as a fiduciary when advising on retirement accounts, ensuring recommendations are in the client's best interest. The firm does not sponsor wrap fee programs and has $35,532,434 in assets under management as of December 31, 2024. Clients receive account statements quarterly, and SRM does not vote proxies on securities. Jayme Bresnahan, the Chief Compliance Officer, oversees the firm's compliance programs. No disciplinary actions, arbitration claims, or bankruptcy petitions have been reported for SRM or its management.