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IWEALTH FINANCIAL, LLC
IWEALTH FINANCIAL, LLC
IWEALTH
WASECA, Minnesota
·
2 registered advisors
·
CRD# 329980
SEC# 801-129824
2
507-835-9111
01
Firm Overview
AUM
$192M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at IWEALTH FINANCIAL, LLC
2 registered advisors
Bradley Edward Connors
WASECA, Minnesota
CRD# 2523354
Matthew Potter
WASECA, Minnesota
CRD# 7492910
05
Office Locations
WASECA, Minnesota
2 advisors
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Data sourced from SEC Form ADV filings. IWEALTH FINANCIAL, LLC (CRD# 329980) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.