Accel Wealth Management
Financial Services
Waverly, Ia, United States
16 employees
- Employees
- 16
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Accel Wealth Management Overview
- Headquarters
- Waverly, Ia, United States
- Website
- accelwealthmanagement.com
- Industry
- Financial Services
- Employees
- 16
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Accel Wealth Management
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Securities offered through Registered Representatives of Integrity Alliance, LLC, Member SIPC. Advisory services offered through Accel Wealth Management, a Registered Investment Adviser. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Accel Wealth Management is not affiliated with Integrity Wealth. Registered branch addresses are 100 E. 2nd St., Suite 205, Cedar Falls, IA 50613, 5500 Fountains Dr. NE, Suite 201, Cedar Rapids, IA 52411 and 301 Oak Ridge Circle, Waverly, IA 50677. Representatives do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Accel Wealth Management Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
- Phone contacts
- 1
- 33.3% coverage
Accel Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Todd Manternach | Investment Advisors at Accel Wealth Management | Cedar Rapids, Iowa, United States |
Email
Phone
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| Emily Misener | Director of Wealth Management Operations |
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| Mitch Cook, Retirement Plan Advisor - Aif®, Crps® | Retirement and Financial Wellness Advisor | Cedar Rapids, Iowa, United States |
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Employees by Management Level
Individual contributor
8 profiles
Director
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 2 |
| Executive | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
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