Kellie Marie Masters
Responsabile della Conformità presso Wealth Advisors of Iowa LLC
Profilo
Ms. Kellie M.
Masters is a Director of Financial Planning at Wealth Advisors of Iowa LLC.
She specializes in helping clients navigate their transition to retirement and in social security planning.
She received her undergraduate degree from Iowa State University and a graduate degree from the University of Iowa.
Posizioni attive di Kellie Marie Masters
| Società | Posizione | Inizio |
|---|---|---|
Wealth Advisors of Iowa LLC
 Wealth Advisors of Iowa LLC Investment ManagersFinance Wealth Advisors of Iowa LLC (WAI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Des Moines, Iowa. The firm was formerly known as CPA Wealth Advisors of Iowa. WAI provides financial planning and wealth management services to individuals, families, and businesses throughout the US. | Responsabile della Conformità | 01/12/2019 |
Formazione di Kellie Marie Masters
| Iowa State University | Undergraduate Degree |
| University of Iowa | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Wealth Advisors of Iowa LLC
Wealth Advisors of Iowa LLC Investment ManagersFinance Wealth Advisors of Iowa LLC (WAI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Des Moines, Iowa. The firm was formerly known as CPA Wealth Advisors of Iowa. WAI provides financial planning and wealth management services to individuals, families, and businesses throughout the US. | Finance |
- Borsa valori
- Insiders
- Kellie Marie Masters
