iWealth Employee Directory

iWealth corporate office is located in 213 15th Ave NE, Waseca, Minnesota, 56093, United States and has 1-10 employees.

iwealth

iwealth inc

iwealth investments llc

investment centers of amer inc

iwealth investments

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Sales

iWealth CEO

Brad ConnorsChief Executive Officer

Phone

See Profile

Key Employees of iWealth

Matthew Potter
Chief Operating Officer
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iWealth Global Presence

Location	People at location
North America	1-10

Index of contact profiles from iWealth

Hundreds of professionals searching for iWealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

Matthew Potter
Email Direct
Chief Operating Officer
United States , Minnesota , Waseca

JH
Jeremy Herkenhoff
Email Direct
Paraplanner
United States , Minnesota , Waseca

BW
Broderick Wirtz
Email Direct
Client Services Assistant
United States , Minnesota , Waseca

GG
Gary Guentzel
Email Direct
Wealth Advisor
United States , Minnesota , Waseca

JE
Johnathon Eykyn
Email Direct
Wealth Advisor
United States , Minnesota , Waseca

SP
Shawn Pomeroy
Email Direct
Wealth Advisor
United States , Minnesota , Waseca

CO
Ciara Orrostieta
Email Direct
Executive Assistant
United States , Minnesota , Waseca

Brad Connors
Email Direct
Chief Executive Officer
United States , Minnesota , Waseca

MM
Monica Meschke
Email Direct
Client Services Assistant
United States , Minnesota , Waseca

HS
Herman Sondra
Email Direct
Client Services Assistant
United States , Minnesota , Waseca

Former Employees at iWealth

Explore people who held key positions, contributed to iWealth's success, and advanced their careers.

Harlee Vokon

Real Estate Agent at exp Realty

Worked as Client Services Assistant

at iWealth (2018-2019)

Direct

Colby Mcintire

Manager at GRIT Family Office

Worked as Associate Wealth Advisor

at iWealth (2019-2020)

Direct

Deborah Deegan

Customer Service Assis... at Valeo Financial Adviso...

Worked as Office Manager

at iWealth (2017-2023)

Direct

Mask Content

Financial Service Offi... at Blaze Credit Union

Worked as Client Service Assistant

at iWealth (2008-2018)

Direct

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Frequently Asked Questions Regarding iWealth Employees

How many employees does iWealth have?

iWealth has 1-10 employees

Who is the CEO of iWealth?

iWealth’s CEO is Brad Connors

Who are iWealth key employees?

Some of iWealth key employees are Matthew Potter

Where is iWealth located?

iWealth’s headquarters are located at 213 15th Ave NE, Waseca, Minnesota, 56093, United States

How do I contact iWealth?

iWealth Contact Info: Phone number: (507) 835-9111 Website: www.iwealth4me.com

What does iWealth do?

iWealth is a financial advisory firm based in Waseca, MN, with over 30 years of experience in providing personalized financial services. The company specializes in holistic financial planning, investment strategies, generational wealth planning, and tax and estate planning for individuals, families, and businesses. Their target clients include youn... Read More

Is iWealth a public company?

iWealth is private company therefore does not currently have an official ticker symbol

See more information about iWealth Employees