Networth Advisors (CRD# 107596) is a financial advisory firm headquartered in Waterloo, IA. They manage $14,275,209 in 53 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts53ACCOUNTS
Average Account Value$269,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Marilyn Quinn (CRD# 723494) is an Investment Advisor Representative working at Networth Advisors in , and has over 37 years of experience in the finance industry. Marilyn Quinn 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.
Ross Barbatti (CRD# 4707696) is an Investment Advisor Representative working at Networth Advisors in Waterloo, IA and has over 14 years of experience in the finance industry.
Thomas Barbatti (CRD# 12073) is an Investment Advisor Representative working at Networth Advisors in , and has over 38 years of experience in the finance industry.