We're thrilled to mark five incredible years at United Iowa Financial. From our first day to now, our journey has been nothing short of amazing, thanks to you—our valued clients and community. Your trust in us is the cornerstone of our business, and we are deeply grateful for it. Every day, we're inspired by your dreams and are honored to help you build a secure financial future. #UnitedIowaFinancial #5YearsStrong #ThankYou
United Iowa Financial
Investment Management
Iowa City, Iowa 111 followers
Your Goals. Your Plan. Our Focus.
About us
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. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES. United Iowa Financial 2346 Mormon Trek Blvd Suite 1000 Iowa City, Iowa 52246 (319) 449-1145 This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
- Website
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http://www.unitediowafinancial.com
External link for United Iowa Financial
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Iowa City, Iowa
- Type
- Partnership
- Founded
- 2019
- Specialties
- Individuals & Families, Higher Education Employees, Healthcare Professionals, Endowments and Foundations, and Participant Choice
Locations
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Primary
Get directions
2346 Mormon Trek Blvd
Ste 1000
Iowa City, Iowa 52246, US
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Get directions
329 12th Ave SE
Suite 106
Cedar Rapids, Iowa 52401, US
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Get directions
Iowa City, US
Employees at United Iowa Financial
Updates
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Happy International Women's Day! Today, we celebrate the contributions of women around the world. At United Iowa Financial, we're proud to recognize the incredible women who drive our success every day! Here's to the trailblazing women who inspire us, challenge us and lead the way forward! Together, we can create a more equitable and prosperous future for all! #Internationalwomensday #womeninfinance #genderequality
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United Iowa Financial reposted this
There’s nothing better than seeing Commonwealth advisors acknowledged with a prestigious recognition like this! Congrats to the six firms that landed on the 2024 Forbes/SHOOK Top Best-In-State Wealth Management Teams list—we couldn’t be prouder to support your growth and success. *2024 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented in January 2024 and based on data from March 2022 to March 2023. 10,144 management teams were considered, and approximately 4,100 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://lnkd.in/eXGa-Qf2. #commonwealth #financialadvisor #forbes United Iowa Financial Vision Wealth Partners Milestone Financial Associates, LLC Legacy Planning Partners
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We are thrilled to announce that our dedicated Wealth Management Team has been recognized in the prestigious Forbes Best in State Wealth Management list for the second year in a row! This accolade is a testament to our team's unwavering commitment to providing exceptional financial guidance and personalized investment strategies to our clients. At United Iowa Financial, we believe in building not just wealth, but strong, lasting relationships throughout the community! A huge congratulations to our talented team members for their hard work and dedication. Your expertise and passion for excellence continue to set the standard in wealth management services. To our valued clients, thank you for entrusting us with your financial goals and dreams. Your success is our success, and we look forward to continuing this journey together.
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