PLANNING FOR EVERY STAGE IN LIFE
Whether you’re opening your first retirement account or planning your estate, the advisors at United Iowa Financial are there at every step of the way, no matter where life takes you.
INDIVIDUALS & FAMILIES
UNIVERSITY & HIGHER EDUCATION EMPLOYEES
HEALTHCARE PROFESSIONALS
ENDOWMENTS & FOUNDATIONS
WHAT MAKES A TRUSTED ADVISOR?
INTEGRITY IS THE FOUNDATION OF UNITED IOWA FINANCIAL’S GUIDING PRINCIPLES.
HARD WORK PAYS OFF - SO DOES SMART FINANCIAL PLANNING.
United Iowa Financial helps you understand the ins and outs of today’s financial markets so you can grow your wealth and plan for the future.
ABOUT US
At United Iowa Financial, trust is built through financial planning that centers around your personal goals and needs, backed by objective advice and support from a team working on your side of the table.
AWARDS & RECOGNITION
WealthManagement.com
Trent Von Ahsen Thrive Award****
WomenCertified Inc.
Mollie Thomsen The Women’s Choice Award®**
Forbes
Eli Wynes Best-in-State Wealth Advisors***
Forbes
Mollie Thomsen youngest and highest ranking female Commonwealth advisor*
Forbes
Eli Wynes & Mollie Thomsen ranked top two Next-Gen advisors in Iowa*
*The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors(1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology(2) that Forbes developed in partnership with SHOOK Research.
1) This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.
(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings
** The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.
***The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
****The 2019 WealthManagement.com Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. Revenue was measured as gross revenue from AUM fees, commissions, trails, hourly or subscription fees, retainers and other similar wealth and investment management revenue before any costs or expenses. Overall, over 435 advisors were considered, and 250 (57 percent) were recognized. This award is not indicative of the advisor’s future performance. Your experience may vary. For more information, please visit www.wealthmanagement.com.