Greg Joseph Hayes

Apella Wealth

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation Planning

Apella Wealth

Compensation

Fee-Only (AUM)

Firm Size

68 advisors

Number of Clients

3,976 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$4.7B

Fee Structure

Minimum Investment:$500K

Location

8711 Windsor Parkway, Suite 4, Johnston, IA, 50131

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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.

Employment History

Current Registrations

Apella Wealth

July 2025 - Present · 7 mos

Previous Registrations

Iron Horse Wealth Management, LLC

December 2015 - November 2025 · 9 yrs 11 mos

State Registrations3 states

CTIATX

Advisor

Exams

No exam information available for this advisor.