Advisor at True Wealth Nation
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
True Wealth Nation
Location
Carroll, IA 51401
Credentials
Series 63, Series 65
Industry experience
4 years
Fixed project-based financial planning fees ranging from $250 to $10,000 depending on scope and complexity
0.25% to 1.2% annually (negotiable)
Up to $350 per hour for financial planning consultations (negotiable)
Fee-only: Financial planning fees charged hourly up to $350/hour or fixed fees ranging from $250 to $10,000 per project (negotiable)
True Wealth LLC
2025 - Present (1 year)
True Wealth Nation
2022 - Present (4 years)
TD Ameritrade
2020 - 2022 (2 years)
Lead Elite
2018 - 2018 (1 year)
Zelaous United
2017 - 2018 (1 year)
Northwest Missouri State University
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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