Livwel Advisors

Livwel Advisors (CRD# 177512) is a financial advisory firm headquartered in Des Moines, IA. They manage $18,773,587 in 127 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $147,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Livwel Advisors
Showing 1 - 2 of 2 top financial advisors.
1
David J. Cunningham
CRD#: 2087624
2404 Forest Drive, #240, Des Moines, IA 50312
96
Wealthminder
score

David Cunningham (CRD# 2087624) is an Investment Advisor Representative working at Livwel Advisors in Des Moines, IA and has over 26 years of experience in the finance industry. David Cunningham 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.

2
Kari J. Smith
CRD#: 2296080
2404 Forest Drive, #240, Des Moines, IA 50312
77
Wealthminder
score

Kari Smith (CRD# 2296080) is an Investment Advisor Representative working at Livwel Advisors in Des Moines, IA and has over 3 years of experience in the finance industry.

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