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.

Rachel and I enjoyed attending the CF CAPS Design Sprint Pitch Day this morning, in support of the revitalization of The...
09/01/2026

Rachel and I enjoyed attending the CF CAPS Design Sprint Pitch Day this morning, in support of the revitalization of The Mall at College Square!

The CAPS (Center for Advanced Professional Studies) Program puts students in real-world learning situations to build professional skills and explore careers while earning high school credit… and Rachel’s dad, Nate, helps lead the program!

The student teams had just a few days to prepare before presenting their ideas to the community and a panel of judges today. They did a great job!

Happy International Dog Day from our dog-loving office! 🐾💛
08/26/2026

Happy International Dog Day from our dog-loving office! 🐾💛

Today we celebrate 6 years since Kim joined our team! 🥳 When she's not here doing an absolutely amazing job, she is a wo...
08/20/2026

Today we celebrate 6 years since Kim joined our team! 🥳 When she's not here doing an absolutely amazing job, she is a woman of many hobbies - yoga, paddleboarding, gardening, crocheting, or going for a ride on her new moped, as seen here! Thank you, Kim, for everything you do - we appreciate you! 💛💛💛

08/13/2026

Clients: You may have received an email this week from [email protected]. I want to reassure you that this is a legitimate email from Commonwealth, regarding to our conversion to LPL’s platform later this year. There is nothing you need to do. If you have any questions, please call or email us. Thank you -- Joyce

Hard to believe it's August already and time for another monthly market review:
08/05/2026

Hard to believe it's August already and time for another monthly market review:

Although underlying trends remained positive, higher oil prices continued to weigh on markets in July. The Nasdaq was the worst-performing U.S. index, while the S&P 500 and Dow Jones Industrial Average were flat for the month. Turning to the economy, the data was also mixed, but strength in consumer...

I'm thrilled to share that Commonwealth Financial Network earned it's 13th consecutive  #1 Ranking from JD Power this mo...
07/27/2026

I'm thrilled to share that Commonwealth Financial Network earned it's 13th consecutive #1 Ranking from JD Power this month! 👏👏👏

Thank you to our incredible community of independent advisors for our 13th consecutive #1 JD Power ranking. This recognition reinforces what we’ve always believed: shaping our service model on your feedback, trust, and expertise is the path to shared success.
Together with LPL Financial, we’re as committed as ever to delivering the service you rely on to move your business forward. https://bit.ly/4y99Hk5

Commonwealth received the highest score among independent advisors in the JD Power 2010, 2012–2014, and 2018‒2026 U.S. Financial Advisor Satisfaction Studies. Presented on July 9, 2026, for December 2025 to April 2026, it is based on responses from 4,503 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit https://bit.ly/2JH6BM6 for more details.

If you’ve stopped by the office this summer, you’ve probably noticed the gorgeous flower planters welcoming you! We’ve g...
07/16/2026

If you’ve stopped by the office this summer, you’ve probably noticed the gorgeous flower planters welcoming you!

We’ve gotten to admire so many yellow flowers this year, including African daisies, snapdragons, zinnia hybrids, Silver Falls, Creeping Jenny, and Calibrachoa. Thanks to Kim for sharing her talents with us 💛

Now back to our regularly scheduled programming... 😉
07/10/2026

Now back to our regularly scheduled programming... 😉

Commonwealth’s Chris Fasciano recaps June’s market and economic news. It was a mixed month for markets, as equities were dragged down by the Magnificent Seven stocks, which all closed lower on the month. Still, the Dow Jones Industrial Average and the small-cap Russell 2000 both rallied, and the...

Address

2712 Orchard Drive, Suite A
Cedar Falls, IA
50613

Opening Hours

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

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