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Checklist for Iowa Teachers

College Money Report

Betterment

Advice Pay

Schedule a Meeting

Checklist for Iowa Teachers

College Money Report

Betterment

Advice Pay

Schedule a Meeting

Folder: Free Resources

Checklist for Iowa Teachers

College Money Report

Folder: Clients

Betterment

Advice Pay

Schedule a Meeting

Client Agreements

Financial Planning Agreement

Investment Management Agreement

Form ADV Part 2A and 2B

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mike@teacherwealth.com
(515) 985-5500

Des Moines, Iowa

Teacher Wealth, LLC is a registered investment adviser offering advisory services in the State of Iowa.