Elizabeth Johnson (CRD# 6148848) is an Investment Advisor Representative working at Iowa Wealth Management, LLC in West Des Moines, IA and has over 6 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Iowa Wealth Management, LLC | West Des Moines, IA | Aug 2018 - Current | 5 |
Lpl Financial LLC | Spirit Lake, IA | Feb 2018 - Aug 2018 | < 1 |
Sii Investments, Inc. | Spirit Lake, IA | May 2016 - Aug 2018 | 2 |
Ia Lakes Corridor Development Corp | Spencer, IA | May 2014 - May 2016 | 2 |
John Pappajohn Entrepreneurial Center | Iowa City, IA | Feb 2013 - May 2014 | 1 |
University Of Iowa | Iowa City, IA | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2017 |
S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- IA
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts358ACCOUNTS
-
Average Account Value$313,460
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
IA, TX
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