James Stephenson is a registered investment advisor at Green Belt Bank & Trust, based in Iowa Falls, IA, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
616 Washington, Iowa Falls, IA, 50126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Green Belt Bank & Trust
Previous Registrations
Green Belt Bank & Trust
State Registrations1 state
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