ACCEL WEALTH MANAGEMENT LLC

ACCEL WEALTH MANAGEMENT
WAVERLY, Iowa·4 registered advisors·CRD# 286201
SEC# 801-1088142319-596-1101
01

Firm Overview

AUM
$947M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ACCEL WEALTH MANAGEMENT LLC

4 registered advisors
Brett Alan Walker
CEDAR FALLS, Iowa
Brett Alan Walker
CEDAR FALLS, Iowa
Michael Lee Byl
CEDAR FALLS, Iowa
Stacie Lynn Brass
WAVERLY, Iowa
05

Office Locations

CEDAR FALLS, Iowa
3 advisors
WAVERLY, Iowa
1 advisor

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Data sourced from SEC Form ADV filings. ACCEL WEALTH MANAGEMENT LLC (CRD# 286201) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.