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Linda Ann Johnson-Lundquist

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Linda Ann Johnson-Lundquist · ANKENY, IA
Registration
CRD #3016630 · IEA WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at IEA WEALTH MANAGEMENT LLC

Brian Lee Vestal
DES MOINES, IA
Christopher John Hanson
DES MOINES, IA
Dana Gene Rausch
DES MOINES, IA
Mary Louise Gibbons
DES MOINES, IA
Benjamin Allen Heckart
ANKENY, IA
Jeffrey Lawrence Gibbons
DES MOINES, IA

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Research
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