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portrait of Wade J Nash
FINANCIAL ADVISOR

Wade J Nash

CFP®
1303 5th St Suite 101, Po Box 5358, Coralville, IA 52241opens in a new window
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About Wade

As an Edward Jones financial advisor, I have a passion for helping individuals, families and business owners achieve what is most important to them both as it relates to their money and lives. Being a lifelong resident of the Coralville/lowa City community, having the ability to bring that passion to life here means a great deal to me.

Whether you are planning for a comfortable retirement, saving for a big purchase or are navigating a job or life change, I will take the time to thoroughly get to know you and your unique goals and needs. From there, we will develop...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMay 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of IowaBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Personal Fitness
  • Golfing
  • Traveling

Team Members

  • Gracyn Bean
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(319) 337-2333

Fax

(888) 291-5739

Office Address

1303 5th St Suite 101
Po Box 5358
Coralville, IA 52241opens in a new window

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