Kellie Marie Masters
Compliance Officer bij Wealth Advisors of Iowa LLC
Profiel
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.
Actieve functies van Kellie Marie Masters
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Opleiding van Kellie Marie Masters
| Iowa State University | Undergraduate Degree |
| University of Iowa | Graduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
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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 |
