Iowa Wealth Management, LLC

Elizabeth Johnson is a financial advisor at Iowa Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at Iowa Wealth Management since 2018, following prior roles at LPL Financial and SII Investments, Inc. Outside of her advisory work, she is the owner and founder of Stylin' Iowan Blog. Iowa Wealth Management is a supported wealth management firm with two advisors managing approximately $124 million across about 136 clients. The firm offers tailored financial planning, personalized investment management, and consulting services to individuals, institutions, and charitable organizations, typically managing accounts on a discretionary basis using both fundamental and technical analysis alongside computerized portfolio models.

Jonathan Glaser is a CFP® with 40 years of industry experience. He has been with Iowa Wealth Management, LLC since 2017 and previously worked at Investment Centers of America for seven years. Iowa Wealth Management is a small, supported firm with two advisors managing approximately $124 million for around 136 clients. The firm serves individuals, retirement plans, trusts, foundations, charitable organizations, and corporations, employing a fiduciary approach with customized financial planning and both fundamental and technical investment strategies.