James Strege is a registered investment advisor at Rockway Wealth Partners, based in Urbandale, IA. James 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, Retirement Planning, and 1 more. Their firm serves 90 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RWP does not offer investment management services directly, but provides asset allocation services. If you want RWP to manage your investments, you must enter into a Wealth Management Wrap Fee Program agreement. RWP also refers clients to other investment advisors.
Location
15214 Ridgemont Drive, Urbandale, IA, 50323
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rockway Wealth Partners
State Registrations1 state
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