Meet our Full Service Financial Center
At Premier Credit Union, we want to help you develop a sound investment plan for reaching your financial goals. To help you do that, Premier Credit Union and Iowa Wealth Management have partnered to provide financial and investment service solutions for you, our members.
Iowa Wealth Management is dedicated to developing lasting relationships with all of their clients, they believe in helping you assess your financial goals and participate in the management of your financial health and that is why we are happy to announce this new partnership.
Services offered:
- Retirement Planning
- Annuities
- Mutual Funds
- Stocks and Bonds
- College Planning
- Life Insurance
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Jonathan H. Glaser, CFP*
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Michael K. Tracy, CIS*
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Visit iowawealth.com for more information.
Iowa Wealth Management
2700 Westown Parkway, Suite 220
West Des Moines, IA 50266
iowawealth.com
Investment Centers of Americas, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Premier Credit Union or Iowa Wealth Management. Securities, advisory services and insurance products offered through ICA 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 its affiliates *and involve investment risk, including possible loss of principal.
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,CA, FL, IA, IL,ID, IN, KS, MA, MN, MO, MI, NC, NE, NY, NV, OK, OR, SC, TN, TX, WI
