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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Iron Horse Wealth Management, LLC 6 years, 11 months Aug 2012 - Present
Iron Horse Wealth Management 6 years, 11 months Aug 2012 - Present
Invest Financial Corp 5 years Aug 2007 - Aug 2012

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Dennis Markway

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
We owe over $10,000 on our taxes?
First, I'm sorry to hear that you have the stress of a sizeable tax bill and that you may have received advice that was not truly in your best interest or at least did not fully explain the tax impact. I would recommend speaking to a CPA, your advisor and your lending institution to find out all of...  (more)
Answered Feb 2015
We owe over $10,000 on our taxes?
I sincerely wish there was a little more information to arrive at the best solution for the question. The option for a home equity loan with their existing banking relationship (or shop around for the best rates/closing costs) may be the best option to retire the tax debt. Ideally there is ongoing...  (more)
Answered Feb 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Apr 2, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Apr 2, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Iron Horse Wealth Management, LLC

    Last updated on May 4, 2019
      • $132.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $83.1K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements