This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-18-2000
- Office Locations
- 1
Office Locations
About Wealth Advisors OF Iowa, LLC
Wealth Advisors of Iowa (WAI) is an independent RIA providing comprehensive financial planning and wealth management for individuals, families, and business owners nationwide. Its CFP-led team builds needs-based portfolios and supports retirement, Social Security, tax, estate, and risk management planning. Schwab and LPL are among its custodians; planning is led by a Director of Financial Planning/CCO recognized by InvestmentNews’ 40 Under 40.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KELLIE MARIE MASTERS
Certified Financial Planner, Chief Compliance Officer
- CRD
- #5398684
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Nathan Thomas Beck
--
- CRD
- #7484524
MICHAEL EDWARD BRINKER
--
- CRD
- #5736866
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $539,420,935 | $405,580 |
| Non-Discretionary | $0 | -- |
| Total | $539,420,935 | $405,580 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing