Nicholas Waller
Investment adviser representative at Wealth Advisors of Iowa, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$539.4MFirm assets
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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
25 years in the industry.
- Wealth Advisors of Iowa, LLCMay 2026 to now
- Gilbert and CookJun 2021 to Apr 2026
- US Health AdvisorsJan 2021 to May 2021
- The Harvester ClubJun 2020 to Aug 2020
- StudentAug 2001 to Dec 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7128615
- Firm CRD
- 115088