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WEALTH ADVISORS OF IOWA, LLC
WEALTH ADVISORS OF IOWA, LLC
WEST DES MOINES, Iowa
·
7 registered advisors
·
CRD# 115088
SEC# 801-118210
0
515-200-7812
01
Firm Overview
AUM
$399M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTH ADVISORS OF IOWA, LLC
7 registered advisors
Brian K. Newton
WEST DES MOINES, Iowa
CRD# 6702150
Daniel Allen Schwarz
WEST DES MOINES, Iowa
CRD# 7071729
David Allen Farnsworth
WEST DES MOINES, Iowa
CRD# 7074340
Jonathan Chapman Pearson
WEST DES MOINES, Iowa
CRD# 4880296
Kellie Marie Masters
WEST DES MOINES, Iowa
CRD# 5398684
Michael Edward Brinker
WEST DES MOINES, Iowa
CRD# 5736866
Nicholas Battiste Capobianco
WEST DES MOINES, Iowa
CRD# 4558973
05
Office Locations
WEST DES MOINES, Iowa
7 advisors
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Data sourced from SEC Form ADV filings. WEALTH ADVISORS OF IOWA, LLC (CRD# 115088) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.