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Kristi Susanne Irving

COMMERCE WEALTH ADVISERS, LLC·CLIVE, Iowa
Unclaimed Profile
13001 UNIVERSITY AVENUE, CLIVE, IA 50325CRD# 5137577Firm CRD# 144449
01

About

Kristi Susanne Irving is a registered financial advisor based in CLIVE, Iowa, affiliated with COMMERCE WEALTH ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMMERCE WEALTH ADVISERS, LLC
COMMERCE WEALTH ADVISERS, LLC
AUM
$10K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COMMERCE WEALTH ADVISERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5137577
Firm CRD# 144449
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristi Susanne Irving offer?
Kristi Susanne Irving specializes in Financial Planning, Investment Management. Contact their office in CLIVE, Iowa for a consultation.
What are Kristi Susanne Irving's credentials?
Kristi Susanne Irving is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristi Susanne Irving located?
Kristi Susanne Irving is based in CLIVE, Iowa, working with COMMERCE WEALTH ADVISERS, LLC. Their office serves clients in the CLIVE metropolitan area and surrounding communities.
How does Kristi Susanne Irving charge for services?
Kristi Susanne Irving's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMERCE WEALTH ADVISERS, LLC?
COMMERCE WEALTH ADVISERS, LLC has approximately 5 employees and manages $10K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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