Greenstone Wealth Management

Greenstone Wealth Management (CRD# 305311) is a financial advisory firm headquartered in Forest City, IA. They manage $24,961,563 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 N Clark St, Forest City, IA 50436
http://www.greenstonewealth.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $286,915
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Greenstone Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Taylor Wilson, financial advisor Forest City IA
Taylor Wilson
CRD#: 6868183
101 N Clark St, Forest City, IA 50436

Taylor Wilson (CRD# 6868183) is an Investment Advisor Representative working at Greenstone Wealth Management in Forest City, IA and has over 6 years of experience in the finance industry.

2
Levi Rogeness, financial advisor Forest City IA
Levi Rogeness
CRD#: 7653908
101 N Clark St, Forest City, IA 50436

Levi Rogeness (CRD# 7653908) is an Investment Advisor Representative working at Greenstone Wealth Management in Forest City, IA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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