Investments

Meet Our Full Service Financial Center

Phone: (515) 225-1924
Fax: (515) 225-4067
Mobile Phone: (515) 490-7684
E-mail: jon@iowawealth.com

Jonathan H. Glaser, CFP®
Managing Partner - Financial Consultant

Jon's career began early in his childhood during the 1960s as a trade runner for First Mid America, a firm that employed both his parents. A graduate of Dowling Catholic High School and the University of Iowa, Jon was registered and working for Securities Corporation of Iowa in Cedar Rapids less than a year after graduating from college In 1988, Jon returned to Des Moines and began working for Piper Jaffrey & Hopwood. During the 1990s, Jon served as the voice of Piper Jaffray and later RBC Dain Rausher on WHO Radio's Market Update report. Jon's career path saw him working for increasingly larger firms as his client base and responsibilities expanded. In 2003, he accepted a position as Vice President at Smith Barney. In 2007, Jon passed the CFP® Exam, becoming a CERTIFIED FINANCIAL PLANNER™ professional. As a response to the financial crisis that gripped the country from 2008-2009, Jon established Iowa Wealth Management in January of 2010. Iowa Wealth Management allows associates and their clients to participate in the financial securities industry without being dependent on or subject to the large banking or Wall Street firms that have come to dominate the industry. Jon focuses primarily on individual investors and not-for-profit endowments.



Iowa Wealth Management is a Registered Investment Advisor Firm, with its principal office in the state of Iowa. Iowa Wealth Management and Premier Credit Union are independent companies and are not affiliated with each other. Securities, advisory services and insurance products offered through Iowa Wealth management and affiliated insurance agencies are *not insured by the NCUA or any other Federal government agency* are not obligations of the Credit Union or any of it's affiliated* and involve investment risk, including possible loss of principal.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security.

Representatives of a Registered Investment Advisor firm (“RIA”) may only conduct business in a state if the representatives and the RIA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Also, Representatives of a RIA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered in the following states: AR, AZ, IA, IL, MA, MD, MN, MO, NE, NV, TN, TX, WI