A complete list of active advisors currently associated with LW Advisors, L.L.C.
Warmer can help you find a great advisor at LW Advisors, L.L.C. or one who fits your needs even better.
LW Advisors, L.L.C. provides discretionary and non‑discretionary asset management and financial planning to individual and high‑net‑worth clients, managing approximately $35.9 million across about 76 client relationships. Services include ongoing portfolio management and written financial plans delivered according to the firm’s disclosed timeframes. The firm builds investment programs around each client’s objectives, time horizon, and risk tolerance and uses both fundamental and technical analysis to evaluate securities and construct allocations. Strategies disclosed in the brochure range from long‑term holdings to shorter‑term trading and option writing (including covered, uncovered, and spreading strategies), with accounts monitored regularly and formal reviews generally conducted at least annually. A feature that sets LW Advisors apart from most independent peers is its offering of occasional public seminars and workshops that are educational in nature and free to attend. The brochure also highlights that financial planning is available on an hourly or fixed‑fee basis (up to $10,000) and may be waived if the client implements the plan with the firm, and that client reporting is produced via BlueLeaf and delivered through secure email or a client portal.
To learn more about the advisors currently working at LW Advisors, L.L.C., 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 |
|---|---|---|
Des Moines, IA
| 27
|
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