GreenState Wealth Management

GreenState Wealth Management GreenState Wealth Management is committed to serving our clients as well as our communities. www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services usin

g GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GreenState Credit Union or GreenState Wealth Management. Securities and insurance offered through LPL or its affiliates are:

• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

02/13/2026
Do you—or someone you know—have a passion for organization, client service, and supporting a high‑performing wealth team...
02/11/2026

Do you—or someone you know—have a passion for organization, client service, and supporting a high‑performing wealth team? We’re looking for a Financial Assistant to join us and help deliver exceptional experiences to our members. In this role, you’ll:

➡️Support advisors with scheduling, documentation, and account servicing
➡️Assist with client onboarding and day‑to‑day operational needs
➡️Contribute to a collaborative, member‑focused team environment

If you’re detail‑oriented, proactive, and excited to grow in the wealth management field, we’d love to meet you.

The Financial Assistant supports the Financial Advisors by ensuring effective communication and coordination of member's needs. This role is essential in facilitating smooth day-to-day operations, by providing reliable administrative and operational support. The Financial Assistant helps drive effic...

The AOTC provides a tax credit of up to $2,500 per eligible student for the first four years of post-secondary education...
09/25/2025

The AOTC provides a tax credit of up to $2,500 per eligible student for the first four years of post-secondary education. On the other hand, the LLC offers a tax credit of up to $2,000 per tax return for any level of post-secondary education, including graduate courses, provided the taxpayer meets certain income requirements. This is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professionals to understand whether you might qualify for any tax credits before moving forward with AOTC or LLC.

UGMAs and UTMAs take the form of a trust. Your child can use the UGMA or UTMA funds to pay for college; however, once th...
09/22/2025

UGMAs and UTMAs take the form of a trust. Your child can use the UGMA or UTMA funds to pay for college; however, once that age is reached, your child can also use the money to pay for anything else. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

Coverdell ESAs can be used for K-12 expenses in addition to higher education costs. Contributions may be made until the ...
09/18/2025

Coverdell ESAs can be used for K-12 expenses in addition to higher education costs. Contributions may be made until the account beneficiary turns 18. The money must be withdrawn when the beneficiary turns 30, or taxes and penalties may occur.

Starting in 2024, the SECURE Act 2.0 allows recipients to roll over unused savings into a Roth IRA, if it benefits the s...
09/15/2025

Starting in 2024, the SECURE Act 2.0 allows recipients to roll over unused savings into a Roth IRA, if it benefits the same individual under certain conditions. Currently, money from a 529 that is used for non-educational expenses is subject to penalties and taxes.

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goal...
09/11/2025

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goals. Among the most important of those family goals is saving for college.

🏈 The wait is over, football fans! The new season brings all the excitement, drama, and unforgettable moments we live fo...
09/04/2025

🏈 The wait is over, football fans!

The new season brings all the excitement, drama, and unforgettable moments we live for. Whether you're cheering for your favorite team or just in it for the love of the game, it's time to gather your friends, fire up the grill, and get ready for some epic touchdowns and nail-biting finishes.

Let the games begin! 🙌

Procrastination is a top reason people haven't created a will or trust since 2022, with men slightly more likely to dela...
09/02/2025

Procrastination is a top reason people haven't created a will or trust since 2022, with men slightly more likely to delay estate management than women. Even fewer are taking action this year, with 43 percent of those without a will admitting they "just haven't gotten around to it.” In 2025, only 24 percent of survey participants reported having a will, and 4 percent mentioned other estate management documents, a decline from 33 percent with a will in 2022. Time to get it in gear!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

Address

Iowa City, IA
52246

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+13192487200

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