Johnathon Eykyn is a registered investment advisor at Iwealth, based in Waseca, MN, with 4 years of industry experience. Johnathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 731 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iWealth Financial offers investment management services where the maximum annual fee will not exceed 1.90%. Fees are negotiable and are deducted from the account quarterly. For clients with assets held with LPL Financial, fees are billed in advance. For clients with assets held with SEI Investments Company, fees are billed in arrears. Fees charged for third party manager services are in addition to iWealth's advisory fees.
Location
213 15th Avenue Ne, Waseca, MN, 56093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Johnathon operates under the DBAs iWealth and Investment Center Advisor Group for his LPL business. He also provides investment advisory services through ICA Group Wealth Management, LLC and iWealth Financial LLC, spending about a quarter of his time on each.
Employment History
Current Registrations
Iwealth
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
LPL Financial LLC
State Registrations14 states
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