A complete list of active advisors currently associated with Iowa Wealth Management, LLC
Warmer can help you find a great advisor at Iowa Wealth Management, LLC or one who fits your needs even better.
Iowa Wealth Management is a small, supported wealth management firm with two advisors overseeing roughly $124 million for about 136 clients. The firm provides tailored financial planning, personalized investment management, and consulting to individuals as well as retirement and profit-sharing plans, trusts, estates, charitable organizations and corporations, and operates as a fiduciary. The firm typically manages accounts on a discretionary basis and uses a mix of fundamental and technical analysis, computerized portfolio models, and periodic rebalancing to implement long- and short-term strategies (including margin where appropriate). Financial planning and consulting engagements are customized to client goals and circumstances, and accounts are reviewed at least quarterly with continuous monitoring between reviews. Compared with peers, Iowa Wealth’s client mix includes institutional-type entities such as endowments, foundations and corporations, a less common feature among similarly sized supported firms, and the firm participates in an institutional custodian program that provides research, trading and educational support. Iowa Wealth also offers consulting and educational programming and discloses the use of client testimonials in its marketing materials, practices that are relatively uncommon among its peers.
To learn more about the advisors currently working at Iowa Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
West Des Moines, IA
| 41
| |
West Des Moines, IA
| 9
|
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