DM
CFP · ChFC
DM
CFP · ChFC

Dennis Lee Markway

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
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Location

8711 Windsor Parkway, Suite 4, Johnston, IA, 50131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dennis is involved in several outside business activities. He is a board member for the Financial Planning Association of Iowa and the Lions Club of Urbandale, and an adjunct professor at Des Moines Area Community College and Drake University, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Apella Wealth
July 2025 - Present · 7 mos
Previous Registrations
Iron Horse Wealth Management, LLC
August 2012 - November 2025 · 13 yrs 3 mos
Invest Financial Corporation
August 2007 - August 2012 · 5 yrs
State Registrations2 states
CTIA
Advisor
Exams
No exam information available for this advisor.