Jonathan Glaser
Iowa Wealth Management · West Des Moines, Iowa
Jonathan Glaser is a fee-only financial advisor at Iowa Wealth Management in West Des Moines, Iowa, who holds the CFP credential. Jonathan focuses on retirement planning. Iowa Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Physicians
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Iowa Wealth Management |
|---|---|
| Based in | West Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $123.9M across 377 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, TX · CRD 1357554 |
| Exams passed | Series 63 (1985) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.iowawealth.com |
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Questions about Jonathan
Is Jonathan Glaser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Iowa Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Iowa Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jonathan Glaser based?
Jonathan Glaser is based in West Des Moines, Iowa.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning. Jonathan works with founders, physicians, executives, retirees and pre-retirees.
What credentials does Jonathan Glaser hold?
Jonathan Glaser holds the CFP credential.
Is Jonathan Glaser registered with the SEC?
Yes. Jonathan Glaser is registered as an investment adviser representative in IA and TX (CRD 1357554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Iowa Wealth Management manage?
Iowa Wealth Management reports $123.9M across 377 accounts in assets under management.
How do I contact Jonathan Glaser?
Through Jonathan's website, www.iowawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Iowa Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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