Kellie Marie Masters
Compliance Officer at Wealth Advisors of Iowa LLC
Kellie Marie Masters active positions
Companies | Position | Start | End |
---|---|---|---|
Wealth Advisors of Iowa LLC
Wealth Advisors of Iowa LLC Investment ManagersFinance Wealth Advisors of Iowa LLC (WAI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Des Moines, Iowa. The firm was formerly known as CPA Wealth Advisors of Iowa. WAI provides financial planning and wealth management services to individuals, families, and businesses throughout the US. | Compliance Officer | 01/12/2019 | - |
Career history of Kellie Marie Masters
Training of Kellie Marie Masters
Iowa State University | Undergraduate Degree |
University of Iowa | Graduate Degree |
Statistics
International
United States | 4 |
Operational
Compliance Officer | 1 |
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Wealth Advisors of Iowa LLC
Wealth Advisors of Iowa LLC Investment ManagersFinance Wealth Advisors of Iowa LLC (WAI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Des Moines, Iowa. The firm was formerly known as CPA Wealth Advisors of Iowa. WAI provides financial planning and wealth management services to individuals, families, and businesses throughout the US. | Finance |
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