Nicholas
Finkenauer

Wealth Advisors Of Iowa, LLC

CRD#7480564
Investment Advisor
in West Des Moines, IA

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About this Advisor

Nicholas Finkenauer is a financial advisor based out of West Des Moines, Iowa with a total of 1 year of relevant experience. Finkenauer currently works for Wealth Advisors Of Iowa, LLC. Over the course of their career, they have held roles at Mcgowen, Hurst, Clark, Smith and Wealth Advisors Of Iowa, LLC. Finkenauer holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Iowa. Wealth Advisors Of Iowa, LLC is a registered investment business that has its headquarters in West Des Moines, IA. It handles $346 million in assets among its 979 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 979 client accounts, 28% belong to high-net-worth investors who have more than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. A financial advisor's fees are based on the type of financial services provided. Fee types charged by Wealth Advisors Of Iowa, LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

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

Nicholas Finkenauer Work History

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

2021 - Present (3 years)

Wealth Advisors Of Iowa, LLC

2012 - Present (12 years)

Mcgowen, Hurst, Clark, Smith

*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 Finkenauer 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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