Iron Horse Wealth Management, LLC
Iron Horse Wealth Management, LLC (CRD# 165164) is a financial advisory firm headquartered in Johnston, IA. They manage $93,000,472 in 930 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management93MILLION
Total Number of Accounts930ACCOUNTS
Average Account Value$100,001
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
William Streff (CRD# 2247156) is an Investment Advisor Representative working at Iron Horse Wealth Management, LLC in Johnston, IA and has over 9 years of experience in the finance industry. William Streff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Greg Hayes (CRD# 6588892) is an Investment Advisor Representative working at Iron Horse Wealth Management, LLC in Johnston, IA and has 1 year of experience in the finance industry.