Michael J. Conlon

WEALTH ADVISORS GROUP | Wealth Advisor

Coralville, IA 52241

CRD#: 7350567

Professional summary

Michael J Conlon, who also goes by Michael Conlon, is a registered financial advisor currently at WEALTH ADVISORS GROUP, LLC located in Coralville, Iowa.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

What are your service offerings?

Retirement Planning

Tax Planning

Financial Planning

Estate Planning

Investment Strategies

Do you have an area of expertise or specialization?

401(k) Rollover and Roth IRA

Porfolio optimization

Saving for Retirement

Which demographics do you typically serve?

Gen X (44-59)

Baby Boomers (60-78)

Gen Y (28-43)

The Silent Generation

What is your minimum asset requirement?

250K

How do you get paid?

Percentage of Assets

Are you a "fiduciary"?

Yes

Aliases

Michael Conlon

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 Michael J Conlon's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 15, 2023 - Present

WEALTH ADVISORS GROUP, LLC

Office #1: 2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241

RIA

CRD#: 291648

Coralville, IA

Past

August 25, 2022 - June 5, 2023

CREATIVE PLANNING

RIA

CRD#: 105348

OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH ADVISORS GROUP, LLC

CRD#: 291648 / SEC#: 801-112281

RIA

Registered Investment Advisory firm - (1/10/2018 Approved)

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
(6/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/25/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/29/2022

Securities Industry Essentials Examination

Current Firm

WEALTH ADVISORS GROUP, LLC

CRD#: 291648 / SEC#: 801-112281

RIA

Registered Investment Advisory firm - (1/10/2018 Approved)

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Contact information

Main Address

2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241

Mailing Address

Phone number

(319) 626-3589

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	787
AUM (Assets Under Management)	$ 215,907,000

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Michael J. Conlon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael J Conlon's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH ADVISORS GROUP, LLC

CREATIVE PLANNING

Primary Firm SEC Registration

WEALTH ADVISORS GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2022

SIE

Date: 4/29/2022

Current Firm

WEALTH ADVISORS GROUP, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH ADVISORS GROUP, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors