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JH

Joseph S. Hart

HART WEALTH MANAGEMENT
WEST DES MOINES, IA 50266
Some features on this profile are disabled
CRD#: 7004309
JH

Professional summary

Joseph Stephen Hart, CFP®, who also goes by Joe Hart, is a registered financial advisor currently at HART WEALTH MANAGEMENT located in West Des Moines, Iowa.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joseph has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joe Hart

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Stephen Hart's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

September 17, 2025 - Present

HART WEALTH MANAGEMENT

Office #1: 5550 Wild Rose Lane Suite 400, West Des Moines, IA 50266
RIA
CRD#: 338236
WEST DES MOINES, IA
Past

August 15, 2018 - August 29, 2025

WEST FINANCIAL ADVISORS, L.L.C.

RIA
CRD#: 142265
DES MOINES, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(9/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/27/2018
Uniform Investment Adviser Law Examination

Current Firm

HW
HART WEALTH MANAGEMENT
HART WEALTH MANAGEMENT | HART WEALTH MANAGEMENT LLC

CRD#: 338236 / SEC#:

Iowa
Registered Investment Advisory firm - (9/17/2025 Approved)
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Contact information

Main Address
5550 Wild Rose Lane Suite 400, West Des Moines, IA 50266
Mailing Address
Phone number
(515) 229-8722
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HART WEALTH MANAGEMENT

CRD#: 338236West Des Moines, IA 50266

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