Nicholas
Capobianco

Wealth Advisors Of Iowa, LLC

CRD#4558973
Investment Advisor
in West Des Moines, IA

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About this Advisor

Nicholas Capobianco is a certified financial planner based out of West Des Moines, Iowa who has 4 years of industry experience. Capobianco is an employee of Wealth Advisors Of Iowa, LLC. Throughout their career, Capobianco has worked at Minnesota Life, Securian Financial Services Inc, Visionpoint Advisory Group, Lpl Financial LLC and Wealth Advisors Of Iowa. Capobianco maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Iowa and Texas. Wealth Advisors Of Iowa, LLC is a financial advisory company that has its headquarters in West Des Moines, IA. It has $346 million in total assets among its 979 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 979 accounts, 28% are held by high-net-worth clients who have more than $1 million in assets. Wealth Advisors Of Iowa, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fees billed by Wealth Advisors Of Iowa, LLC may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

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

Nicholas Capobianco Work History

Nicholas has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Wealth Advisors Of Iowa

2013 - 2019 (6 years)

Visionpoint Advisory Group

2013 - 2019 (6 years)

Lpl Financial LLC

2002 - 2013 (11 years)

Minnesota Life

2002 - 2013 (11 years)

Securian Financial Services Inc

*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 Nicholas Capobianco 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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