Iron Horse Wealth Management, LLC

Iron Horse Wealth Management, LLC (CRD# 165164) is a financial advisory firm headquartered in Johnston, IA. They manage $426,290,148 in 2,665 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
8711 Windsor Parkway, Suite 4, Johnston, IA 50131
http://www.ironhorsewm.com
By the Numbers
  • Total Assets Under Management
    426
    MILLION
  • Total Number of Accounts
    2,665
    ACCOUNTS
  • Average Account Value
    $159,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IA, IL, KS, MN, MO, NC, NE, TX, WI

Financial Advisors at Iron Horse Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Daniel Beyer, financial advisor Johnston IA
Daniel L. Beyer
CRD#: 6951300
8711 Windsor Parkway, Suite 4, Johnston, IA 50131

Daniel Beyer (CRD# 6951300) is an Investment Advisor Representative working at Iron Horse Wealth Management, LLC in Johnston, IA and has over 6 years of experience in the finance industry.

2
Greg Hayes, financial advisor Johnston IA
Greg J. Hayes
CRD#: 6588892
8711 Windsor Parkway, Suite 4, Johnston, IA 50131

Greg Hayes (CRD# 6588892) is an Investment Advisor Representative working at Iron Horse Wealth Management, LLC in Johnston, IA and has over 8 years of experience in the finance industry.

3
Dennis Markway, financial advisor Johnston IA
Dennis L. Markway
CRD#: 4373615
8711 Windsor Parkway, Suite 4, Johnston, IA 50131
Dennis Markway (CRD# 4373615) is an Investment Advisor Representative working at Iron Horse Wealth Management, LLC in Johnston, IA and has over 15 years of experience in the finance industry. Dennis Markway 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 putclients' interests first and comply with the Financial Planning Practice Standards.
4
Mark Broderick, financial advisor Johnston IA
Mark A. Broderick
CRD#: 7265945
8711 Windsor Parkway, Suite 4, Johnston, IA 50131

Mark Broderick (CRD# 7265945) is an Investment Advisor Representative working at Iron Horse Wealth Management, LLC in Johnston, IA and has over 3 years of experience in the finance industry.

5
Penny Schmidt, financial advisor Johnston IA
Penny D. Schmidt
CRD#: 7336547
8711 Windsor Parkway, Suite 4, Johnston, IA 50131

Penny Schmidt (CRD# 7336547) is an Investment Advisor Representative working at Iron Horse Wealth Management, LLC in Johnston, IA and has over 3 years of experience in the finance industry.

6
Isabel Schwabe, financial advisor Johnston IA
Isabel O. Schwabe
CRD#: 6856286
8711 Windsor Parkway, Suite 4, Johnston, IA 50131

Isabel Schwabe (CRD# 6856286) 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.

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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