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Michael C
Series 65
Coralville, IA
Wealth Advisors Group, LLC
Michael Conlon is a financial advisor at Wealth Advisors Group, LLC in Coralville, IA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Creative Planning, LLC, Wells Fargo Advisors, and American Century Investments, as well as work with the University of Iowa Center for Advancement. Wealth Advisors Group serves individual and high-net-worth clients, managing approximately $278 million across 270 accounts with customized investment programs tailored to client goals and risk tolerance. The firm employs a combination of technical analysis and long-term strategies, operates primarily under discretionary authority without account minimums, and maintains custodial relationships with Charles Schwab and TIAA.
Jason D
Series 63, Series 66
Coralville, IA
Wealth Advisors Group, LLC
Jason Dumont is a financial advisor at Wealth Advisors Group, LLC in Coralville, IA, with 32 years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in several business ventures including ownership and management in convenience stores, land and residential development, and farming. Wealth Advisors Group serves individual and high-net-worth clients by providing fee-based asset management and financial reviews. The firm customizes investment programs to client goals and risk tolerance, typically manages accounts on a discretionary basis, and offers ongoing portfolio oversight with methods including technical analysis and long-term trading strategies.
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