Advisor at Wealth Advisors Group, LLC
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
Wealth Advisors Group, LLC
Location
Coralville, IA 52241
Credentials
Series 65
Industry experience
3 years
$0 - $499,999: 1.0% annually $500,000 - $999,999: 0.9% annually $1,000,000 - $1,499,999: 0.8% annually $1,500,000+: 0.7% annually
Registered representative receives commissions for securities sales; less than 10% time spent on this activity.
Wealth Advisors Group, LLC.
2023 - Present (3 years)
Creative Planning, LLC
2022 - 2023 (1 year)
Wells Fargo Advisors
2022 - 2022 (1 year)
American Century Investments
2021 - 2021 (1 year)
University of Iowa Center for Advancement
2019 - 2021 (2 years)
University of Iowa
2018 - 2021 (3 years)
Regina Catholic Jr/Sr High School
2011 - 2018 (7 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.
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