Jonathan Glaser
Jonathan Glaser is a CFP-designated registered investment advisor at Iowa Wealth Management, LLC, based in West Des Moines, IA, with 41 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 142 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees will not exceed 1.45% annually. Fixed income services are offered at a reduced rate based on account complexity. All fees are negotiable.
Fee Estimator
Location
4601 Westown Parkway, Suite 210, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Employment History
Current Registrations
Iowa Wealth Management, LLC
Previous Registrations
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Piper Jaffray INC.Broker
R. G. Dickinson & CO.Broker
Securities Corporation of IowaBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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