Kellie Marie Masters

Employer firm

Wealth Advisors Of Iowa, LLC CRD 115088

$539M regulatory AUM 28 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars
QUALIFIED PLAN ADVICE

From the firm’s Form ADV. Read the guides:

Current Employers

Wealth Advisors Of Iowa, Llc

1601 West Lakes Parkway Suite 200, West Des Moines, IA 50266 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2015-07-21
IA	RA	APPROVED	2012-01-10

TX RA
APPROVED_RES

Since 2015-07-21
IA RA
APPROVED

Since 2012-01-10

Branch Locations

1601 West Lakes Parkway Suite 200, West Des Moines, IA 50266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealth Advisors Of Iowa Llc	West Des Moines	IA	07/2007	Present

07/2007 → Present

Wealth Advisors Of Iowa Llc

West Des Moines, IA

Other Businesses

No business name- investment related- at reported business location- non-variable insurance- 0 hours per month, agent- sell fixed insurance that includes long term care, DI and life.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-09-08

S65 Uniform Investment Adviser Law Examination

2011-09-08

Designations

Certified Financial Planner

Other Names

Kellie Marie Rose

View on SEC IAPD