Advisors at this firm
Elijah W
Series 65
Forest City, IA
Greenstone Wealth Management
Elijah Wagner is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation. He has no prior industry experience and previously worked in various roles outside finance, including at Olive Garden and All State AG Parts. Greenstone Wealth Management serves individual clients, including high-net-worth households, providing investment management, financial planning, and tax-preparation assistance. The firm combines low-cost, passive portfolio strategies with automated and AI-driven model solutions, and offers a subscription planning option without formal account minimums.
Julianna B
Series 65
Forest City, IA
Greenstone Wealth Management
Julianna Burkholder is a financial advisor at Greenstone Wealth Management with a Series 65 credential. She has one year of industry experience and previously worked with the Forest City Chamber of Commerce and Bear Creek Golf Course. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by automated and third-party portfolio solutions.
Taylor W
CFP®, Series 66
Forest City, IA
Greenstone Wealth Management
Taylor Wilson is a CFP® and holds a Series 66 license with eight years of experience in financial advising. He has worked at Greenstone Wealth Management since 2019 and previously held positions at Edward Jones and Wells Fargo. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm combines low-cost, passive portfolio strategies with automated and AI-driven models, providing discretionary and non-discretionary management along with access to third-party money managers.
Levi R
Series 65
Forest City, IA
Greenstone Wealth Management
Levi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation with three years of industry experience. His work history includes multiple roles at Winnebago Industries and Kingland Systems. Greenstone Wealth Management serves individual and high-net-worth clients, offering investment management, financial planning, and tax-preparation services. The firm combines Modern Portfolio Theory–based passive allocations with AI-driven and third-party manager solutions to construct client portfolios.
