AdvisorOS Directory
Claim Profile
LJ

Linda Ann Johnson-Lundquist

IEA WEALTH MANAGEMENT LLC·ANKENY, Iowa
Unclaimed Profile
510 SW 3RD STREET, ANKENY, IA 50023CRD# 3016630Firm CRD# 152566
01

About

Linda Ann Johnson-Lundquist is a registered financial advisor based in ANKENY, Iowa, affiliated with IEA WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
RIA ADVISORY GROUP, LLC
RIA ADVISORY GROUP, LLC
AUM
$399M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at RIA ADVISORY GROUP, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3016630
Firm CRD# 152566
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ANKENY?

Browse all registered financial advisors in ANKENY, Iowa or claim this profile if it's yours.

Browse ANKENY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Linda Ann Johnson-Lundquist offer?
Linda Ann Johnson-Lundquist specializes in Investment Management, Fee-Only Advisory. Contact their office in ANKENY, Iowa for a consultation.
What are Linda Ann Johnson-Lundquist's credentials?
Linda Ann Johnson-Lundquist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Ann Johnson-Lundquist located?
Linda Ann Johnson-Lundquist is based in ANKENY, Iowa, working with IEA WEALTH MANAGEMENT LLC. Their office serves clients in the ANKENY metropolitan area and surrounding communities.
How does Linda Ann Johnson-Lundquist charge for services?
Linda Ann Johnson-Lundquist's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IEA WEALTH MANAGEMENT LLC?
IEA WEALTH MANAGEMENT LLC has approximately 24 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ANKENY
Benjamin Allen Heckart — IEA WEALTH MANAGEMENT LLCKevin Todd Prink — IEA WEALTH MANAGEMENT LLCAnnette Jeanblanc Utterback — LSB CAPITAL MANAGEMENT, INC.Mark Donald Mccombs — LSB CAPITAL MANAGEMENT, INC.Katelyn Dare Harder — LSB CAPITAL MANAGEMENT, INC.
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile