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ACCEL WEALTH MANAGEMENT LLC
ACCEL WEALTH MANAGEMENT LLC
ACCEL WEALTH MANAGEMENT
WAVERLY, Iowa
·
4 registered advisors
·
CRD# 286201
SEC# 801-108814
2
319-596-1101
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 Planning
Investment Management
Wealth Management
04
Advisors at ACCEL WEALTH MANAGEMENT LLC
4 registered advisors
Brett Alan Walker
CEDAR FALLS, Iowa
CRD# 6755891
Brett Alan Walker
CEDAR FALLS, Iowa
CRD# 3231101
Michael Lee Byl
CEDAR FALLS, Iowa
CRD# 2047482
Stacie Lynn Brass
WAVERLY, Iowa
CRD# 2275932
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
.