Elizabeth Johnson
Elizabeth Johnson is a registered investment advisor at Iowa Wealth Management, LLC, based in West Des Moines, IA, with 9 years of industry experience. Elizabeth 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
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.
Learn about disclosures →Other Business Activities
Elizabeth is the owner and founder of Stylin' Iowan Blog since 2018. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Iowa Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations1 state
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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