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Daniel Allen Schwarz

WEALTH ADVISORS OF IOWA, LLC·WEST DES MOINES, Iowa
Unclaimed Profile
1601 WEST LAKES PARKWAY, WEST DES MOINES, IA 50266CRD# 7071729Firm CRD# 115088
01

About

Daniel Allen Schwarz is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with WEALTH ADVISORS OF IOWA, 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
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTH ADVISORS OF IOWA, LLC
WEALTH ADVISORS OF IOWA, LLC
AUM
$399M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at WEALTH ADVISORS OF IOWA, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 7071729
Firm CRD# 115088
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Allen Schwarz offer?
Daniel Allen Schwarz specializes in Financial Planning, Investment Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Daniel Allen Schwarz's credentials?
Daniel Allen Schwarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Allen Schwarz located?
Daniel Allen Schwarz is based in WEST DES MOINES, Iowa, working with WEALTH ADVISORS OF IOWA, LLC. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Daniel Allen Schwarz charge for services?
Daniel Allen Schwarz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH ADVISORS OF IOWA, LLC?
WEALTH ADVISORS OF IOWA, LLC has approximately 13 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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