Advisor at Water Valley Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Water Valley Investment Advisors, Inc.
Location
Sioux Center, IA 51250
Credentials
CFA®
Industry experience
25 years
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Account minimum: No account minimum for any of WVIA’s services
Water Valley Investment Advisors, Inc.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Orange City, IA
Edward Jones
CFP®, Series 66
Orange City, IA
Edward Jones
Series 63, Series 66
Sioux Center, IA
Edward Jones
CFP®, Series 66
Sioux Center, IA
Edward Jones
CFP®, ChFC®, Series 63, Series 65
Orange City, IA
Compass Lighthouse Capital, LLC
CFP®, Series 65
Sioux Center, IA
Water Valley Investment Advisors, Inc.
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