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Elizabeth Glaser Johnson

Investment Adviser Representative at IOWA Wealth Management, LLC

West Des Moines, IACRD #6148848Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Elizabeth Glaser Johnson is an investment adviser representative with IOWA Wealth Management, LLC in West Des Moines, IA, where they have been registered since 2018. They have worked in the securities industry since 2016 and have been registered with 3 firms, including LPL Financial LLC and SII Investments, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Iowa.

Office

4601 Westown Parkway, Suite 210
West Des Moines, IA 50266

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/15/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 6/21/2017
SIE
Securities Industry Essentials Examination
Passed 8/29/2018
Series 7
General Securities Representative Examination
Passed 11/26/2016

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

IOWA Wealth Management, LLCCurrent
8/27/2018 – West Des Moines, IA
LPL Financial LLC
2/14/2018 – 8/29/2018Spirit Lake, IA
SII Investments, Inc.
9/18/2017 – 2/14/2018Spirit Lake, IA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. SII Investments, Inc
    May 2016 – Aug 2018Spirit Lake, IA
  2. LPL Financial LLC
    Feb 2018 – Aug 2018Spirit Lake, IA
  3. Iowa Wealth Management, LLC
    Aug 2018 – no end date reportedWest Des Moines, IA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About IOWA Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, asset management, and retirement planning, including coordinating with CPAs and estate attorneys to provide a comprehensive view of clients' financial lives.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops
Firm areas of expertise
Financial PlanningAsset ManagementRetirement PlanningWealth ManagementIndependent AdvisoryInvestment ManagementEstate CoordinationBusiness Owner Planning

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
West Des Moines, IA
Founded:
2009
SEC file number:
801-123613

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 9, 2026

View full firm profile

Other advisors at IOWA Wealth Management, LLC

1 other advisor in the directory

View IOWA Wealth Management, LLC firm profile

Similar advisors in West Des Moines, IA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elizabeth Glaser Johnson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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