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Lee Wealth ManagementFinancial advisor in Waterloo, IA

Lee Wealth Management is a financial advisor at 3404 Midway Dr, Waterloo, IA 50701, ranked #8 of 18 financial advisors in Waterloo and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Waterloo, IAUpdated 0 paid placements in any rankingHow we rank

Call (319) 266-0096Website ↗

Key facts

Key facts about Lee Wealth Management
Address3404 Midway Dr, Waterloo, IA 50701Get directions
Phone(319) 266-0096
Websiteleewealthmgmt.com
HoursMonday to Thursday: 8 AM – 4:30 PM; Friday: 8 AM – 4 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Waterloo and 2 towns within 25 miles: Cedar Falls and Waverly.

Based in Waterloo, IAView on map

Opening hours

Opening hours for Lee Wealth Management
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Lee Wealth Management

How is Lee Wealth Management ranked in Waterloo?

Lee Wealth Management is ranked #8 of 18 financial advisors in Waterloo by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Lee Wealth Management’s hours?

Lee Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4:30 PM; Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Lee Wealth Management serve?

Serves Waterloo and 2 towns within 25 miles: Cedar Falls and Waverly. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Lee Wealth Management?

Lee Wealth Management has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Lee Wealth Management?

Call Lee Wealth Management on (319) 266-0096. The business is at 3404 Midway Dr, Waterloo, IA 50701. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Lee Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Lee Wealth Management (this business)—695.0 (5)NoNo
Bankers Life#6694.0 (12)NoNo2.7 mi
Innovative Wealth Management, LLC#7695.0 (6)NoNo17.6 mi
Accel Wealth Management - Waverly#9685.0 (22)NoNo14.2 mi

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