Advisors at this firm
Michael C
Series 65
Coralville, IA
Wealth Advisors Group, LLC
Michael Conlon is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Wealth Advisors Group, LLC and has prior experience at Creative Planning, Wells Fargo Advisors, and American Century Investments. Before entering the financial industry, he held roles at the University of Iowa and Regina Catholic Jr/Sr High School. Wealth Advisors Group provides asset management services to individuals and high-net-worth clients, offering discretionary and non-discretionary portfolio management tailored to client objectives. The firm combines fundamental and technical analysis and manages over $215 million in discretionary assets.
Jason D
Series 63, Series 66
Coralville, IA
Wealth Advisors Group, LLC
Jason Dumont is a financial advisor with Wealth Advisors Group, LLC in Coralville, IA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been involved in multiple business ventures including land development, residential housing, farming, and owning a convenience store. Dumont also maintains active roles in several real estate and agricultural enterprises alongside his advisory work. Wealth Advisors Group provides ongoing asset management to individuals and high-net-worth clients through discretionary and non-discretionary portfolio services tailored to client objectives. The firm employs fundamental and technical analysis in its investment approach and manages over $215 million in discretionary assets with a small advisory team.