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Michael J Conlon

Wealth Advisors Group, LLC

Coralville, IA

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Current Employers
Wealth Advisors Group, Llc

2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-06-15
  • IA RA
    APPROVED
    Since 2023-06-15

Branch Locations

2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241 • 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
Creative Planning, Llc Overland Park KS 06/2022 05/2023
Wells Fargo Advisors Kansas City KS 01/2022 06/2022
University Of Iowa Center For Advancement Iowa City IA 08/2019 12/2021
American Century Investments Kansas City MO 06/2021 08/2021
University Of Iowa Iowa City IA 08/2018 12/2021
Regina Catholic Jr/Sr High School Iowa City IA 08/2011 05/2018
Wealth Advisors Group, Llc. Coralville IA 05/2023 Present
  • 06/2022 → 05/2023
    Creative Planning, Llc
    Overland Park, KS
  • 01/2022 → 06/2022
    Wells Fargo Advisors
    Kansas City, KS
  • 08/2019 → 12/2021
    University Of Iowa Center For Advancement
    Iowa City, IA
  • 06/2021 → 08/2021
    American Century Investments
    Kansas City, MO
  • 08/2018 → 12/2021
    University Of Iowa
    Iowa City, IA
  • 08/2011 → 05/2018
    Regina Catholic Jr/Sr High School
    Iowa City, IA
  • 05/2023 → Present
    Wealth Advisors Group, Llc.
    Coralville, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-25
  • S65 Uniform Investment Adviser Law Examination
    2022-08-25
Other Names
  • Michael Conlon

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
CREATIVE PLANNING
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LANE FAMILY WEALTH MANAGEMENT
PURSUIT WEALTH MANAGEMENT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

JASON ALAN DUMONT
RYAN CHRISTOPHER PANZER
TINA LYNN MCLASKEY
JOSHUA TIMOTHY OSWALD
TYLER PAUL FRIDRICH
JAMES JOSEPH MEEHAN
ROBERT EARL ROBINSON
MICHAEL EVERETT DIERS

Other Offices

LPL FINANCIAL LLC · CORALVILLE, IA
CREATIVE PLANNING · Coralville, IA
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · CORALVILLE, IA
EDWARD JONES · CORALVILLE, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Coralville, IA
LPL FINANCIAL LLC · NORTH LIBERTY, IA
LANE FAMILY WEALTH MANAGEMENT · NORTH LIBERTY, IA
PURSUIT WEALTH MANAGEMENT · CORALVILLE, IA

More in Coralville, IA

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