Isabel
Schwabe

Iron Horse Wealth Management, LLC

CRD#6856286
Investment Advisor
in Johnston, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Isabel Schwabe is a financial advisor based in Johnston, Iowa, working with Iron Horse Wealth Management, LLC. Isabel has previously held positions at Northwestern Mutual, Maurices, Hibbett Sports, Panorama National Golf Course, Iron Horse Wealth Management, Loras College, and Kuemper Catholic School. Isabel has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Isabel is part of Iron Horse Wealth Management, LLC, which operates out of Johnston, Iowa. The firm has 6 employees and manages assets totaling $426.3 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Iron Horse Wealth Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8711 Windsor Parkway Suite 4
Johnston, IA 50131

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Iron Horse Wealth Management, LLC Brokerage Details

Total Assets Under Management

$426,290,148

IA Average: $9,259,360,772
Total Number of Employees

6

IA Average: 166
Total Number of Accounts

2,665

IA Average: 7,189
Average Account Size

$159,959

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Isabel Schwabe Work History

2022 - Present (2 years)

Iron Horse Wealth Management

2019 - Present (5 years)

Loras College

2021 - 2022 (1 year)

Iron Horse Wealth Management

2020 - 2021 (1 year)

Hibbett Sports

2020 - 2020 (< 1 year)

Panorama National Golf Course

2018 - 2019 (1 year)

Maurices

2017 - 2018 (1 year)

Northwestern Mutual

2012 - 2017 (5 years)

Kuemper Catholic School

Disclosures

Please visit the SEC profile of Isabel Schwabe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Iron Horse Wealth Management, LLC

Daniel Beyer
Johnston, IA
Isabel Schwabe
Johnston, IA
Dennis Markway
Johnston, IA
Greg Hayes
Johnston, IA
Mark Broderick
Johnston, IA
Penny Schmidt
Johnston, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started