Rockway Wealth Partners

Rockway Wealth Partners (CRD# 315419) is a financial advisory firm headquartered in Urbandale, IA. They manage $22,300,000 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15214 Ridgemont Drive, Urbandale, IA 50323
https://www.rockwaywealth.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $275,309
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, MO

Financial Advisors at Rockway Wealth Partners
Showing 1 - 2 of 2 top financial advisors.
1
Brian Thompson, financial advisor Urbandale IA
Brian M. Thompson
CRD#: 5068217
15214 Ridgemont Drive, Urbandale, IA 50323

Brian Thompson (CRD# 5068217) is an Investment Advisor Representative working at Rockway Wealth Partners in Urbandale, IA and has over 16 years of experience in the finance industry.

2
Kevin McGuire, financial advisor Urbandale IA
Kevin J. McGuire
CRD#: 2690404
15214 Ridgemont Drive, Urbandale, IA 50323

Kevin McGuire (CRD# 2690404) is an Investment Advisor Representative working at Rockway Wealth Partners in Urbandale, IA and has over 28 years 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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