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Nathan Thomas Beck

Wealth Advisors Of Iowa, LLC

West Des Moines, IA

CRD 7484524

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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

AuthorityCategoryStatusDate
IA RA APPROVED 2022-01-10
  • IA RA
    APPROVED
    Since 2022-01-10

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
Mhcs Pc West Des Moines IA 09/2014 Present
Wealth Advisors Of Iowa, Llc West Des Moines IA 12/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-10
  • S65 Uniform Investment Adviser Law Examination
    2022-01-10

View on SEC IAPD

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