Advisor at Greenstone Wealth Management
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
Greenstone Wealth Management
Location
Forest City, IA 50436
Credentials
Series 65
Industry experience
< 1 year
Project based financial planning fixed fee ranges between $600 and $1,000
$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.55%
Fee-only: Project based financial planning fixed fee ranges from $600 to $1,000; Ongoing financial planning $100 upfront plus $50/month ongoing fee
Greenstone Wealth Management
2025 - Present (1 year)
Forest City Chamber of Commerce
2022 - 2025 (3 years)
Bear Creek Golf Course
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
ChFC®, Series 66
Garner, IA
Edward Jones
CFP®, Series 63, Series 65
Clear Lake, IA
Edward Jones
Series 66
Clear Lake, IA
Edward Jones
Series 65
Forest City, IA
Greenstone Wealth Management
CFP®, Series 66
Forest City, IA
Greenstone Wealth Management
Series 65
Forest City, IA
Greenstone Wealth Management
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