As a locally owned company, Iowa Wealth Management is focused solely on the needs of our clients. Our advisors live and work in the communities they serve. We take pride in taking the time necessary to help our clients understand the principals of investing and risk management so they can make better investment choices. We are committed to the highest levels of personal service in financial planning, investment advice, life insurance protection, securities, stocks, bonds and so much more.
In West Des Moines, founding partner, Jonathan H. Glaser, CFP®, has career experience that spans thirty years. Daniel J. Durant joined the West Des Moines office in 2013 and has over twenty-nine years in the banking, insurance and securities industry.
In Winterset, Jason Kleemeier, CFP® has been a resident since 2002 and a financial advisor for fifteen years.
Through our partnership with Premier Credit Union, our services are also available in all four Premier Credit Union locations in Des Moines, West Des Moines and Ames.
Thank you for visiting www.iowawealth.com, where you will find a variety of industry articles, calculators, and research reports. We look forward to working with you.