Who is Wilon?

Wilon Wealth Management, a Midwest-based, independent financial services firm was built on a mission to be an alternative to Wall Street brokerage houses, large banks, and proprietary product firms.

We offer objective financial advice to sensible, hard-working , and motivated people. Together, we create a plan for building your financial confidence, working with you so you're positioned to reach your goals through proactive planning, institutional money management, alternative investments, and strategic partnerships.

Our firm is led by a team of energetic, innovative financial professionals. We believe in the importance of trust, open communication, and education, and we founded our business as an alternative to Wall Street brokerage houses, large banks, and insurance companies. Our goal is to offer individuals and families in Iowa and across the Midwest clear, objective financial guidance so they are better positioned to achieve financial success.

*Securities offered through Securities America, Inc.  Member FINRA/SIPC Advisory services offered through Securities America Advisors, Inc.  Wilon Wealth Management and the Securities America companies are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.