Isabel
Schwabe

Iron Horse Wealth Management, LLC

CRD#6856286
Investment Advisor
in Johnston, IA

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About this Advisor

Isabel Schwabe is a financial advisor who works out of Johnston, Iowa with 1 year of relevant experience. Schwabe works at Iron Horse Wealth Management, LLC. Throughout their career, Schwabe has worked at Northwestern Mutual, Maurices, Hibbett Sports, Panorama National Golf Course, Iron Horse Wealth Management, Loras College and Kuemper Catholic School. Schwabe holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Iowa. Iron Horse Wealth Management, LLC is a registered investment company operating out of Johnston, IA. It oversees $337 million in total assets across its 1,319 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves 17 charitable organizations. Iron Horse Wealth Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fee schedules usually are based on which service is provided. However, fees billed by Iron Horse Wealth Management, LLC most likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

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Iron Horse Wealth Management, LLC Brokerage Details

Total Assets Under Management

$336,783,477

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

6

IA Average: 166
Total Number of Accounts

1,319

IA Average: 7,189
Average Account Size

$255,332

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

Isabel has been registered as a financial advisor for 1 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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