Matthew
Springer

Wealth Advisors Of Iowa, LLC

CRD#7220817
Investment Advisor
in West Des Moines, IA

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About this Advisor

Matthew Springer is a financial advisor operating in West Des Moines, Iowa who has 1 year of relevant experience. Springer is an advisor for Wealth Advisors Of Iowa, LLC. Over the course of their career, Springer has held roles at Michael Mcvicker, Northwestern Mutual Investment Services LLC, Cornfed Strength And Conditioning LLC, Opex Fitness, University Of Northern Iowa, Briggs Detasseling, Northwestern Mutual Wealth Management Company, Charles Schwab & Co., Inc and Charles Schwab Bank, Ssb. Springer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Iowa. Wealth Advisors Of Iowa, LLC is a financial advisory company headquartered in West Des Moines, IA. It handles $346 million in assets under management among its 979 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 979 accounts, 28% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial management fees largely vary depending on which services are offered. Fee types charged by Wealth Advisors Of Iowa, LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1601 West Lakes Parkway Suite 200
West Des Moines, IA 50266

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Wealth Advisors Of Iowa, LLC Brokerage Details

Total Assets Under Management

$346,194,031

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

12

IA Average: 166
Total Number of Accounts

979

IA Average: 7,189
Average Account Size

$353,620

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Matthew Springer Work History

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

2021 - Present (3 years)

Charles Schwab & Co., Inc

2021 - Present (3 years)

Charles Schwab Bank, Ssb

2020 - 2021 (1 year)

Michael Mcvicker

2020 - 2021 (1 year)

Northwestern Mutual Investment Services LLC

2020 - 2021 (1 year)

Northwestern Mutual Wealth Management Company

2017 - 2021 (4 years)

Cornfed Strength And Conditioning LLC

2014 - 2019 (5 years)

Opex Fitness

2013 - 2014 (1 year)

University Of Northern Iowa

2012 - 2013 (1 year)

Briggs Detasseling

*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 Matthew Springer 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 Wealth Advisors Of Iowa, LLC

Matthew Springer
West Des Moines, IA
Nicholas Finkenauer
West Des Moines, IA
Kellie Masters
West Des Moines, IA
Nathan Beck
West Des Moines, IA
Jonathan Pearson
West Des Moines, IA
Nicholas Capobianco
West Des Moines, IA
Wendy Moran
West Des Moines, IA
Brian Newton
West Des Moines, 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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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.

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