Meet Our Full Service Financial Center
Lori graduated from Buena Vista University in Storm Lake, Iowa where she earned a degree in Finance and Banking with an emphasis in Marketing. With twenty five years' experience in the financial services industry, Lori takes great pride in helping people make financially sound investment decisions. She holds her Securities Registrations (Series 7, 63 and 66) and obtained her Iowa Insurance License in 2002. She has focused her career on working with members of financial institutions, including Community Choice Credit Union and most recently Banker's Trust.
Lori volunteers in her community of Polk City. She actively volunteers at North Polk West Elementary PTA and Polk City Women. Her interests include digital scrapbooking, camping, boating and enjoying time with her husband, Larry and their two children, Savannah and Jamie.
In July of 2015, Lori joined Iowa Wealth Management to work within Premier Credit Union. Iowa Wealth Management is a full service financial consulting firm dedicated to helping its clients build wealth and protect hard-earned assets.
Phone: (515) 225-1924
Fax: (515) 225-4067
Mobile Phone: (515) 490-7684
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.
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 Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA 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 BD or IA 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 to offer securities in the following states: AR, AZ, IA, IL, MA, MD, MN, MO, NE, NV, TN, TX, WI