Kellie Marie Masters
Compliance Officer bei Wealth Advisors of Iowa LLC
Profil
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.
Aktive Positionen von Kellie Marie Masters
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Compliance Officer | 01.12.2019 |
Ausbildung von Kellie Marie Masters
| Iowa State University | Undergraduate Degree |
| University of Iowa | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
