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CFP
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CFP

Nicholas Capobianco

Wealth Advisors of Iowa, LLC
24 Years of Experience
West Des Moines, IA
May Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Nicholas Capobianco is a CFP-designated registered investment advisor at Wealth Advisors of Iowa, LLC, based in West Des Moines, IA, with 24 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 550 clients with $540M in assets under management.

Wealth Advisors of Iowa, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
550 clients
Average Client Portfolio
$981K average
Assets Under Management
$539.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is up to 1.50% of total assets under management. Fees are generally negotiable and detailed in the client agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nicholas sells fixed insurance, including long-term care, disability insurance, and life insurance, spending about 10-20% of his time on this activity. He also acts as a broker for Midland National Life Insurance Company, dedicating minimal time to this role, and owns Capobianco Wealth Management, LLC for tax-investment purposes.

Employment History
Current Registrations
Wealth Advisors of Iowa, LLC
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
LPL Financial LLC
August 2014 - December 2019 · 5 yrs 4 mos
LPL Financial LLC
October 2013 - April 2014 · 6 mos
Visionpoint Advisory Group
September 2013 - December 2019 · 6 yrs 3 mos
LPL Financial LLCBroker
September 2013 - December 2019 · 6 yrs 3 mos
Securian Financial Services, INC.
October 2002 - October 2013 · 11 yrs
Securian Financial Services, INC.Broker
September 2002 - October 2013 · 11 yrs 1 mo
State Registrations2 states
IATX
Advisor

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
No exam information available for this advisor.
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