RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
E•••••••• G••••• J••••••
- Title
- Partnerreportediowawealth.comfirm site, Sep 16, 2026
- Board of the firm
- “Member, Mid-Iowa Estate and Financial Planners”reportediowawealth.comthe sentence on the bio page
- Partner or owner
- “As Libby’s responsibilities with clients increased, she was named Partner in 2023.”reportediowawealth.comthe sentence on the bio page
- Professional profile
- iowawealth.com/team/libby-glaser-johnsonreportediowawealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I••• W••••• M••••••••• L•• independent RIA currentsince Aug 27, 2018 · West Des Moines, Ia
- L•• F•••••••• L•• BD affiliatedFeb 14, 2018 to Aug 29, 2018 · Spirit Lake, Ia
- S•• I••••••••• I••• formerSep 18, 2017 to Feb 14, 2018 · Spirit Lake, Ia
- L•• F•••••••• L•• to I••• W••••• M••••••••• L••left Aug 29, 2018, registered Aug 27, 2018 (-2 days) · RIA to RIA
- S•• I••••••••• I••• to L•• F•••••••• L••left Feb 14, 2018, registered Feb 14, 2018 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address