Kellie Marie Masters
Compliance Officer at Wealth Advisors of Iowa LLC
Profile
Ms. Kellie M.
Masters is a Director of Financial Planning at Wealth Advisors of Iowa LLC.
She specializes in helping clients navigate their transition to retirement and in social security planning.
She received her undergraduate degree from Iowa State University and a graduate degree from the University of Iowa.
Kellie Marie Masters active positions
| Companies | Position | Start |
|---|---|---|
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 | 2019-11-30 |
Training of Kellie Marie Masters
| Iowa State University | Undergraduate Degree |
| University of Iowa | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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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- Kellie Marie Masters
