AdvisorOS Directory
Claim Profile
BS

Beth L Stokes

INVESTMENT ADVISORS CORP·WEST DES MOINES, Iowa
Unclaimed Profile
140 SO. 68TH STREET, WEST DES MOINES, IA 50266CRD# 4274331Firm CRD# 117531
01

About

Beth L Stokes is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with INVESTMENT ADVISORS CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
INVESTMENT ADVISORS CORP
INVESTMENT ADVISORS CORP
AUM
$699M
Regulatory assets under management
Employees
112
Total firm employees
View all advisors at INVESTMENT ADVISORS CORP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4274331
Firm CRD# 117531
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST DES MOINES?

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

Browse WEST DES MOINES 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 Beth L Stokes offer?
Beth L Stokes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Beth L Stokes's credentials?
Beth L Stokes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Beth L Stokes located?
Beth L Stokes is based in WEST DES MOINES, Iowa, working with INVESTMENT ADVISORS CORP. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Beth L Stokes charge for services?
Beth L Stokes's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT ADVISORS CORP?
INVESTMENT ADVISORS CORP has approximately 112 employees and manages $699M 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 WEST DES MOINES
James William Thompson — THOMPSON CAPITAL MANAGEMENT, LLCDonald Gene Dewaay — DEWAAY CAPITAL MANAGEMENT, INC.Brian Fitzgerald Boyle — BOYLE CAPITAL MANAGEMENT, L.L.C.Gerald Ray Foster — FOSTER GROUP, INC.David Wayne Miles — MANCHESTERSTORY FUND MANAGEMENT, LP
Nearby cities in Iowa
DES MOINES (164)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile