River Glen Wealth Counselors

River Glen Wealth Counselors (CRD# 147012) is a financial advisory firm headquartered in West Des Moines, IA. They manage $122,965,382 in 370 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $332,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, TX

Financial Advisors at River Glen Wealth Counselors
Showing 1 - 4 of 4 top financial advisors.
1
Dawne S. Garvey
CRD#: 4417331
2600 Westown Parkway, Suite 346, West Des Moines, IA 50266
93
Wealthminder
score

Dawne Garvey (CRD# 4417331) is an Investment Advisor Representative working at River Glen Wealth Counselors in West Des Moines, IA and has over 15 years of experience in the finance industry.

2
Randy J. Von Fumetti
CRD#: 4536096
2600 Westown Parkway, Suite 346, West Des Moines, IA 50266
93
Wealthminder
score

Randy Von Fumetti (CRD# 4536096) is an Investment Advisor Representative working at River Glen Wealth Counselors in West Des Moines, IA and has over 14 years of experience in the finance industry.

3
Rebecca K. Hiu
CRD#: 6068119
2600 Westown Parkway, Suite 346, West Des Moines, IA 50266
90
Wealthminder
score

Rebecca Hiu (CRD# 6068119) is an Investment Advisor Representative working at River Glen Wealth Counselors in West Des Moines, IA and has over 4 years of experience in the finance industry.

4
Matthew D. Busick
CRD#: 2542634
2600 Westown Parkway, Suite 346, West Des Moines, IA 50266
86
Wealthminder
score

Matthew Busick (CRD# 2542634) is an Investment Advisor Representative working at River Glen Wealth Counselors in West Des Moines, IA and has over 22 years of experience in the finance industry. Matthew Busick 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.

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