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Kellie Marie Masters

Wealth Advisors Of Iowa, LLC

West Des Moines, IA

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Current Employers
Wealth Advisors Of Iowa, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
Wealth Advisors Of Iowa Llc West Des Moines IA 07/2007 Present
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-08
  • S65 Uniform Investment Adviser Law Examination
    2011-09-08
Designations
Other Names
  • Kellie Marie Rose

View on SEC IAPD

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