Elizabeth Glaser Johnson
Investment adviser representative at Iowa Wealth Management, LLC
2 yearsExperience
1 stateRegistered in
$123.9MFirm assets
4 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
2 years in the industry.
- Iowa Wealth Management, LLCAug 2018 to now
- LPL Financial LLCFeb 2018 to Aug 2018
- Sii Investments, IncMay 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IA).
Iowa Wealth Management, LLC
$123.9MAssets managed
142Clients
2Advisers
4 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
- 6148848
- Firm CRD
- 286435