Wendy Jo Moran
Investment adviser representative at Wealth Advisors of Iowa, LLC
24 yearsExperience
1 stateRegistered in
$539.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Mhcs P.C.Oct 2015 to now
- Wealth Advisors of Iowa, LLCNov 2002 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
Wealth Advisors of Iowa, LLC
$539.4MAssets managed
550Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4440516
- Firm CRD
- 115088