Unclaimed Profile

Kellie Marie Masters

WEALTH ADVISORS OF IOWA, LLC·WEST DES MOINES, Iowa

Clean recordWEALTH ADVISORS OF IOWA, LLC

1601 WEST LAKES PARKWAY, WEST DES MOINES, IA 50266CRD# 5398684Firm CRD# 115088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kellie Marie Masters · WEST DES MOINES, IA

Registration

CRD #5398684 · WEALTH ADVISORS OF IOWA, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kellie Marie Masters 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WEALTH ADVISORS OF IOWA, LLC

AUM

$399M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 5398684

Firm CRD# 115088

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Frequently Asked Questions

What services does Kellie Marie Masters offer?

Kellie Marie Masters specializes in Financial Planning, Investment Management. Contact their office in WEST DES MOINES, Iowa for a consultation.

What are Kellie Marie Masters's credentials?

Kellie Marie Masters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kellie Marie Masters located?

Kellie Marie Masters 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 Kellie Marie Masters charge for services?

Kellie Marie Masters'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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