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Michael J Conlon

Wealth Advisors Group, LLC

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About Michael J Conlon

Michael Conlon is an Investment Advisor Representative associated with Wealth Advisors Group, LLC. Michael has been in the industry since June of 2022 and has experience in financial advising. Michael holds the Series 65 and SIE licenses, as well as a registration in Iowa. Michael is based out of Coralville, Iowa.

Firm Information

Michael Conlon is currently registered with Wealth Advisors Group, LLC. Wealth Advisors Group, LLC is an investment advisor located in CORALVILLE, IA with approximately $178.55 million in regulatory assets under management (as of the most recent fiscal year end). They primarily provide portfolio management for individuals, and their client base includes high-net-worth individuals and individuals other than high-net-worth.
Wealth Advisors Group, LLC

2771 OAKDALE BOULEVARD,

CORALVILLE, IA 52241

$178.55M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Conlon’s Registration & Firm History

IA

06/15/2023 - Present

Wealth Advisors Group, LLC (CORALVILLE IA)

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Licenses & Designations

IA

Issued 08/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael J Conlon.
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