Joyce Oaks Wealth Management Group

Joyce Oaks Wealth Management Group The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered.

Joyce Oaks Wealth Management Group
2712 Orchard Dr, Suite A
Cedar Falls, IA 50613
(319) 820-0822

Securities and advisory services are offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

05/29/2026

Happy ! 15 months old might be a little young to teach my granddaughter about 529 plans...

Thanks to everyone who joined us last week to celebrate Cinco de Mayo - and - one year with Commonwealth! We were having...
05/12/2026

Thanks to everyone who joined us last week to celebrate Cinco de Mayo - and - one year with Commonwealth! We were having too much fun to take photos once the party got going, but we still wanted to share a few pics of the day and thank everyone who helped make it such a great event! 😄 Fat Roy's Mexican Cuisine for the amazing food 🌮, Bring me a drink mobile bar for the festive drinks 🍹 , Even Events and Rentals LLC for the wonderful tent, tables & chairs setup 🎉, Bambinos for the yummy cookies 🍪, & Al Manning with Spartan Promotions for our fun branded merch 🖊️!

05/10/2026
We had such a wonderful day today at our Cinco de Mayo/First Anniversary Fiesta! Thanks to everyone who came, and more i...
05/06/2026

We had such a wonderful day today at our Cinco de Mayo/First Anniversary Fiesta! Thanks to everyone who came, and more importantly, thank you for making the transition to Commonwealth with us last year, so we had something to celebrate today! I need to sift through the pics but here are a few of the team before the party got going 💛

05/01/2026

If you’ve driven by the office lately, you may have noticed our new street sign! Thanks to Signs & Designs Inc for working with us to help make our office stand out! 🪧

It was an early morning, but I’m happy to be back in Boston this week for some meetings at our corporate office. Today’s...
04/27/2026

It was an early morning, but I’m happy to be back in Boston this week for some meetings at our corporate office. Today’s agenda: going through final revisions with the marketing team for our new website, coming soon! 💻

04/23/2026

💛 Celebrating one year! 💛

We have two March birthday girls to celebrate - Kim today, and Angie last week! Please help us wish them both a very hap...
03/30/2026

We have two March birthday girls to celebrate - Kim today, and Angie last week! Please help us wish them both a very happy birthday! 🥳🥳🥳

Our super event for the weekend was attending the Leader Valley gala on Friday night! Steve and I had a great time, and ...
02/08/2026

Our super event for the weekend was attending the Leader Valley gala on Friday night! Steve and I had a great time, and enjoyed seeing some very deserving educators and students honored. We were proud to help sponsor the silent auction and raise $65,000 for the organization!

We knew we’d be busy wrapping up end of the year details this week, so we made sure to have our holiday celebration earl...
12/23/2025

We knew we’d be busy wrapping up end of the year details this week, so we made sure to have our holiday celebration earlier this month! We had a great night with our significant others, first testing our skills at an escape room, and then enjoying a delicious dinner at Montage. Happy holidays from all of us! 🎅🏼🎄

Address

2712 Orchard Drive, Suite A
Cedar Falls, IA
50613

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm

Alerts

Be the first to know and let us send you an email when Joyce Oaks Wealth Management Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Joyce Oaks Wealth Management Group:

Share