Director of Wealth Management Operations · Accel Wealth Management
Emily J Misener
CRD 6209826 · Named on Form ADV at one SEC-registered adviser
At a glance
Accel Wealth Management, an SEC-registered wealth manager based in Waverly, IA with $1.1 billion in regulatory assets, lists Emily J Misener on its Form ADV as Director of Wealth Management Operations, a control person.
Firms and roles
- Accel Wealth ManagementDirector of Wealth Management OperationsWealth manager · Waverly, IA · $1.1B in regulatory assets
AtlasMembers
Emily’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stacie L. BrassManaging Member and Chief Compliance Officer, Accel Wealth Management
- Todd J. ManternachManaging Member, Accel Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Emily’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.