ACCEL WEALTH MANAGEMENT LLC

Investment Adviser Brochure Part 2A Accel Wealth Management LLC 301 Oak Ridge Circle Waverly, Iowa 50677 (319) 596-1101 Website: www.accelwealthmanagement.com IARD/CRD Number: 286201 April 30, 2025 This brochure provides information about the qualifications and business practices of Accel Wealth Management LLC. If you have any questions about the contents of this brochure, please contact us at sbrass@acceladvantage.com or (319) 596- 1101. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or any state securities authority. Accel Wealth Management LLC is a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Additional information about Accel Wealth Management LLC is available on the SEC’s website at www.adviserinfo.sec.gov.  Item 2 – Summary of Material Changes There have been material changes since the January 15, 2025, Form ADV filing on the IARD system as follows: Effective September 30, 2025, clients with individual accounts valued at less than $25,000 in billable assets and whose total household billable assets are less than $250,000 will be subject to an annual fee of $45 per qualifying account. This fee will be assessed once per calendar year and is not subject to refund, regardless of account activity, balance fluctuations, or termination of services during the billing period. However, this fee can be waived at Accel Wealth Management LLC’s discretion based on a client’s broader relationship with Accel Wealth Management LLC, including total assets under management or other relevant considerations. As a result of this, we have updated Items 5 and 7 of this brochure. 1  Item 3 – Table of Contents Item 1 – Cover Page …………………………………………………………………………………………….. Item 2 – Summary of Material Changes ............................................................................ 1 Item 3 – Table of Contents ................................................................................................ 2 Item 4 – Advisory Business ................................................................................................ 3 Item 5 – Fees and Compensation ...................................................................................... 5 Item 6 – Performance-Based Fees and Side-By-Side Management ................................... 8 Item 7 – Types of Clients ................................................................................................... 8 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss ............................ 9 Item 9 – Disciplinary Information .................................................................................... 11 Item 9.A – Criminal or Civil Actions .......................................................................... 11 Item 9.B – Administrative Proceedings ..................................................................... 11 Item 9.C – Self-Regulatory Organization (“SRO”) Proceedings .................................... 11 Item 10 – Other Financial Industry Activities and Affiliations .......................................... 11 Item 10.A – Broker-Dealer Registration .................................................................... 11 Item 10.B – Futures Commission Merchant/Commodities ........................................... 12 Item 10.C – Relationships with Related Persons ........................................................ 12 Item 10.D – Relationships with Other Advisers .......................................................... 12 Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ............................................................................................................................. 12 Item 11.A – Code of Ethics ...................................................................................... 12 Item 11.B – Participation or Interest in Client Transactions ........................................ 12 Item 11.C – Personal Trading by Associated Persons ................................................. 13 Item 11.D – Conflicts of Interest with Personal Trading by Associated Persons ............ 13 Item 12 – Brokerage Practices ......................................................................................... 13 Item 12.A – Factors in Selecting or Recommending Broker-Dealers ............................ 13 Item 12.A1 – Research and Other Soft Dollar Benefits ........................................ 14 Item 12.A2 – Brokerage for Client Referrals ....................................................... 14 Item 12.A3 – Directed Brokerage ...................................................................... 14 Item 12.B – Trade Aggregation ............................................................................... 15 Item 13 – Review of Accounts ......................................................................................... 15 Item 14 – Client Referrals and Other Compensation ....................................................... 15 Item 15 – Custody ........................................................................................................... 16 Item 16 – Investment Discretion ..................................................................................... 16 Item 17 – Voting Client Securities ................................................................................... 17 Item 18 – Financial Information ...................................................................................... 17 Form ADV Part 2b for Each Supervised Person .......................................................... 17 2  Item 4 – Advisory Business Accel Wealth Management LLC (“the Adviser”) was organized in November 2016. The principal owner is Accel Holdings, Inc. of which there are no owners with 25% or more of ownership. The managing partner of the Adviser is Stacie Brass. The Adviser is a fiduciary and is required to act in a client’s best interest at all times. Investment Management The Adviser uses a time-tested, disciplined approach to investing. The Adviser is a “total portfolio” manager using an active, diversified investment approach. The Adviser believes that a portfolio should be diversified, and excess returns can be achieved by overweighting undervalued asset classes and investment styles. Typically, the Adviser tailors the portfolios to the individual needs of our clients by developing an investment policy statement with each client. The written investment policy statement sets forth the client’s investment guidelines and objectives which the Adviser uses to guide us in making investment decisions for each client. Financial Planning, Consulting Services, & Financial Education Services The Adviser provides financial planning, consulting and plan update services to individuals and businesses consistent with the clients’ financial and tax status, in addition to their risk profile and return objectives. The Adviser starts the financial planning process by gathering information through a personal interview and taking a financial inventory. This generally involves gathering enough data to perform an analysis of client liabilities, cash flow, net worth and tax assessments. The Adviser’s next step typically involves assisting clients with formalizing their goals and plotting their investment timeline as part of the financial planning process. Written financial plans or financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the client. For example, recommendations may be made that the client begin or revise investment programs, create or revise wills or trusts, obtain or revise insurance coverage, commence or alter retirement savings, or establish education or charitable giving programs. The Adviser may also provide non-securities advice on topics that may include but are not limited to, business, retirement, estate, budgetary, college, personal, and tax planning. It should be noted that the Adviser refers clients to accountants, attorneys or other specialists, as necessary for non-advisory related services. The Adviser also provides education services about general investment principles. The education services are typically provided as presentations to employees at the request of an employer. Education presentations will not take into account the individual circumstances of the attendees and individualized recommendations will not be provided unless otherwise agreed upon. Financial Planning & Consulting Conflicts of Interest There is a conflict of interest because there is an incentive for the Adviser when offering financial planning services to recommend products or services for which the Adviser or an associated person will receive compensation. However, financial planning clients are under no obligation to act upon any recommendations of the Adviser or to execute any transactions through the Adviser or an associated person if they decide to follow the recommendations. 3  Pension Consulting Services The Adviser provides pension consulting services to employer plan sponsors on an ongoing basis. Generally, such pension consulting services consist of assisting employer plan sponsors in establishing, monitoring and reviewing their company's participant-directed retirement plan. As the needs of the plan sponsor dictate, areas of advising could include: investment options, plan structure and participant education. All pension consulting services shall be in compliance with the applicable state law(s) regulating pension consulting services. This applies to client accounts that are pension or other employee benefit plans (“Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and the Adviser accepts appointments to provide our services to such accounts, the Adviser acknowledges that we are a fiduciary within the meaning of Sections 3(21) and 3(38) of ERISA (but only with respect to the provision of services described in section 1 of the Pension Consulting Agreement). We also serve as a 3(38) discretionary investment manager for pooled employer plans (PEPs), which integrate plan administration services with investment management services for adopting employers. We are not affiliated with the Pooled Plan Provider (PPP) and receive level compensation based on the assets under management within the PEP. Third Party Money Managers The Adviser has established relationships with other investment advisers that offer a variety of investment advisory programs and services that include separate account portfolio management programs, asset allocation programs, and financial planning services. These other investment advisers are registered investment advisers or exempt from registration as investment advisers. The Adviser’s IARs may recommend these other investment advisers to clients based on clients’ financial needs. Clients should understand that referral fees paid by these other investment advisers to the Adviser and the Adviser IARs may differ from one investment adviser to another investment adviser. Such conflicts may affect the independent judgment of the Adviser’s IARs in the selection of other investment advisers that they recommend to clients. Establishing and terminating accounts with other investment adviser’s is dependent on the other investment advisers’ termination policies and procedures. A complete description of these other investment adviser programs, services, termination provisions, and related fees and charges are described in these investment advisers’ agreement and their Form ADV Part 2 Disclosure Brochures. The Adviser’s referrals to other investment adviser services are tailored to the individual needs of each client. The Adviser obtains financial information from prospective clients to determine the suitability of the Adviser’s referrals to other investment adviser services. Each client may impose restrictions on the types of referrals provided by the Adviser. The Adviser’s IARs will be continuously available to meet with clients who are referred to these other investment advisers and open investment advisory accounts or establish financial planning services with these other investment advisers. Selection and Monitoring of Third-Party Money Managers and Sub-Advisers We have the ability to hire or delegate authority to independent third-party investment managers and sub-advisers to manage a portion or all of our clients’ portfolios through advisory management services programs and we have the ability to fire independent 4  investment philosophy; third-party managers and sub-advisers. We select and review outside portfolio managers based on the following factors: • past performance; • cost; • • market outlook; • experience of portfolio managers and executive team; • opinions of third party analysts; • disciplinary, legal and regulatory histories of the firm and its associates; • whether established compliance procedures are in place to address at a minimum, insider trading, conflicts of interest, anti-money laundering. When we review outside portfolio managers we do not independently calculate portfolio manager performance. Instead, we rely upon the performance figures from client’s account statements or reports provided to us by the outside portfolio managers. We do, however, watch for several types of events in conjunction with poor performance. These events trigger an in-depth review of an outside portfolio manager and primarily include: • Significant changes in asset allocation; • Substantial drift in investment style; and/or • Sustained under-performance. We do not verify the accuracy of such performance information or its compliance with presentation standards. As a result, performance information may not be calculated on a uniform and consistent basis. Ability of Clients to Impose Restrictions on Investing in Certain Securities or Types of Securities: Clients have the opportunity to place reasonable restrictions on the types of investments to be held in their portfolio. However, restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Assets under Management As of December 31, 2024, we had total discretionary assets under management of $962,376,374 and total non-discretionary assets under management of $11,578,883 for total assets under management of $973,955,257. The Adviser does not sponsor or participate in a wrap fee program. Item 5 – Fees and Compensation Investment Management The Adviser’s annual fees for investment management services are calculated at up to two-and-a-quarter percent (2.25%) of all assets under management. Typically, these fees are billed on a pro-rata basis quarterly in advance based on the value of your managed account on the last day of the previous quarter. Fees do not include execution costs for brokerage transactions. Fees can be waived and/or negotiated. Clients with individual accounts valued at less than $25,000 in billable assets and whose total household billable assets are less than $250,000 will be subject to an annual fee of $45 per qualifying account. This fee will be assessed once per calendar year and is not subject to refund, regardless of account activity, balance fluctuations, or termination of 5  services during the billing period. However, this fee can be waived at Accel Wealth Management LLC’s discretion based on a client’s broader relationship with Accel Wealth Management LLC, including total assets under management or other relevant considerations. Fees will be deducted from the client’s account at an independent qualified custodian upon their written authorization. In rare cases, Adviser will agree to directly bill clients. As part of this process, clients understand and acknowledge the following: (a) The client’s independent custodian sends statements at least quarterly showing all disbursements for the account, including the amount of the advisory fees paid to Adviser; (b) The client provides authorization permitting Adviser to be directly paid by these terms; (c) If Adviser sends a copy of an invoice to the client, Adviser will also send a copy of the invoice to the independent custodian; (d) If Adviser sends a copy of an invoice to clients, the invoice will include a legend that urges the client to compare information provided in their invoice with statements received from the qualified custodian. Financial Planning & Consulting Fees The Adviser charges clients $150 - $250 an hour for financial planning and consulting services. Clients are given a quote that is based on the hourly rate times an estimate of the number of hours a project will take. This is based on the range and complexity of the services the Adviser will provide. The minimum charge for a financial plan is $500 with an anticipated three hours of work. When clients receive advisory services through persons associated with the Adviser the financial planning charges that they accrue within the first year of the relationship will be waived. If clients elect to implement recommendations made in a financial plan, their accounts may incur retirement plan administration fees, and other mutual fund annual expenses that are charged by broker-dealers, plan administrators or mutual fund companies that sell securities or provide additional services to Adviser clients. These fees are in addition to and separate from financial planning and consulting fees. Fees are due and payable upon completion of the services. Under no circumstances will the Adviser earn fees in excess of $1,200 more than six months in advance of services rendered. Clients will have a period of five (5) business days from the date of signing an agreement to unconditionally rescind the agreement and receive a full refund of all fees. Thereafter, clients may terminate an agreement by providing the Adviser with written notice prior to delivery of the plan or completion of the service. The Adviser may terminate an agreement by providing written notice to clients. Since fees are payable only after services are provided, there are no unearned fees and the client will not have a refund due upon early termination of the advisory agreement. 6  Pension Consulting Fees We charge on an hourly or flat fee basis for pension consulting services. The total estimated fee, as well as the ultimate fee that we charge you, is based on the scope and complexity of our engagement with you. Our hourly fee is $150. Our flat fees generally range from $750 to $10,000 or may be charged as a percentage of assets within the pension plan not to exceed 1.5%. Flat fees will be charged annually for ongoing pension consulting services. The Plan Sponsor and Adviser agree upon the advisory fee, which is expressed as a percentage of plan assets or a fixed amount, as detailed in the Pension Consulting Agreement. The method, timing, and calculation of fee deductions are determined by the Plan’s recordkeeper, as outlined in the recordkeeper’s agreement with the Plan Sponsor. Fees may be assessed in arrears or in advance and on a monthly or quarterly basis, depending on the recordkeeper’s practices. The Plan Sponsor acknowledges and agrees that Adviser is not responsible for the recordkeeper’s fee deduction methodology but relies on the recordkeeper for processing payments. In the event the Adviser's fees will be debited directly from the Plan's Account(s), the Client authorizes the custodian for the Plan assets, based upon instruction from the Plan's recordkeeper, to deduct Adviser’s fees directly from the Plan's Account(s). Client shall have the responsibility to verify the accuracy of the fee calculation, and Client acknowledges that the custodian shall have no responsibility to determine whether the fee is properly calculated. Adviser shall not be compensated on the basis of a share of capital gains or capital appreciation of the Plan's Account(s). In addition to Adviser’s consulting fee, the Client may also incur certain charges imposed by unaffiliated third parties. Such charges include, but are not limited to, fees charged by third party managers, custodial fees, administrative fees, brokerage commissions, transaction fees, charges imposed directly by a mutual fund, index fund, or exchange traded fund purchased for the account which shall be disclosed in the fund’s prospectus (i.e., fund management fees and other fund expenses), wire transfer fees and other fees and taxes on brokerage accounts and securities transactions. Termination and Refunds In the event we charge our advisory fees in advance and you wish to terminate our services, we will refund the unearned portion of our advisory fee to you. If you are subject to the annual account fee of $45, this fee will be assessed once per calendar year and is not subject to refund, regardless of account activity, balance fluctuations, or termination of services during the billing period. Commissionable Securities Sales In order to sell securities for a commission, some of the Adviser’s Investment Adviser Representatives (“IARs”) are Registered Representatives of Integrity Alliance, LLC (“Integrity”) a registered broker-dealer, member of the Financial Industry Regulatory Authority, Inc. ("FINRA") and the Securities Investor Protection Corporation (“SIPC”). The IARs will accept compensation for the sale of securities or other investment products, including distribution or service (“trail”) fees from the sale of mutual funds. You should be aware that the practice of accepting commissions for the sale of securities: 1. Presents a conflict of interest and gives them an incentive to recommend investment products based on the compensation received, rather than on the client’s needs. Our firm generally addresses commissionable sales conflicts that arise when explaining to clients that commissionable securities sales creates an incentive to recommend products based on the compensation they will earn and/or when recommending 7  commissionable mutual funds, explaining that “no-load” funds are also available. 2. In no way prohibits you from purchasing investment products recommended by us through other brokers or agents which are not affiliated with us. 3. Does not exceed more than 50% of our revenue. 4. Does not reduce your advisory fees to offset the commissions our supervised persons receive. Trade Errors In the event of trading errors caused by the Adviser employees, it is the Adviser’s policy to make its clients whole and to document errors in its trade error file. Any trade errors that result in a loss to a client will be debited against the associated Investment Adviser Representative’s error account. Any Adviser created trade errors that result in a gain to a client, and the gain can be attributed to a client, the client is entitled to keep the gain. If the Adviser makes a trade error that results in a gain to a client and the gain cannot be attributable to a particular client, the Custodian, and not the Adviser, keeps the gain. In that case, if the gain is more than $100, the Custodian will donate the gain to charity. If the gain is less than $100, the Custodian will keep the gain to offset its administrative time and expense. Item 6 – Performance-Based Fees and Side-By-Side Management The Adviser does not charge or receive, directly or indirectly, any performance-based fees. Item 7 – Types of Clients The Adviser provides advisory services to: Individuals and High Net Worth Individuals; • • Trusts, Estates or Charitable Organizations; • Pension and Profit Sharing Plans; • Corporations, Limited Liability Companies and/or Other Business Types. Account Minimums For some sub-advisory relationships, the minimum annual fee charged for any account shall be determined as if there is $500,000 in account assets. For other sub-advisory relationships, the minimum account size is $250,000 with a minimum fee of $1,500 per account per year. Although we do not have account minimums outside of sub-advisory and third-party money manager relationships, clients with individual accounts valued at less than $25,000 in billable assets and whose total household billable assets are less than $250,000 will be subject to an annual fee of $45 per qualifying account. This fee will be assessed once per calendar year and is not subject to refund, regardless of account activity, balance fluctuations, or termination of services during the billing period. However, this fee can be waived at Accel Wealth Management LLC’s discretion based on a client’s broader relationship with Accel Wealth Management LLC, including total assets under management or other relevant considerations. 8  Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss The Adviser works with each client to design an appropriate investment strategy based on client financial and tax status, risk tolerance and investment objectives. The Adviser usually recommends investment strategies for the long-term but may occasionally recommend short-term investment and hedging strategies. The Adviser generally recommends a target asset mix with periodic rebalancing. The Adviser uses the following methods of analysis in formulating investment advice: Fundamental – This is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of companies). The end goal of performing fundamental analysis is to produce a value that an investor can compare with the security's current price in hopes of figuring out what sort of position to take with that security (underpriced = buy, overpriced = sell or short). This method of security analysis is considered to be the opposite of technical analysis. Fundamental analysis is about using real data to evaluate a security's value. Although most analysts use fundamental analysis to value stocks, this method of valuation can be used for just about any type of security. In providing certain advice in connection with certain clients, research, asset allocation methodologies and investment strategies are used. The Adviser uses the following investment strategies when providing investment advice: Long term purchases. Securities are purchased with the idea of holding them for a relatively long time (typically held for at least a year). Short term purchases. Securities are purchased with the idea of selling them within a relatively short time (typically a year or less). Options. Options are used to “hedge” the purchase of the underlying security. Options are purchased to limit the potential upside or downside of a security purchased in a client’s portfolio. Structured Notes. Structured notes may be used to reduce risk exposure in a client’s portfolio based on current market trends. Use of Primary Method of Analysis or Strategy The Adviser’s primary method of analysis or strategy is long term purchases. Long term purchases is a strategy in which investments (such as stocks, bonds, mutual funds, etc) are bought and held for a long period, which is generally at least one year or more. Generally, this strategy is not influenced by short term market fluctuations because the approach rests upon the assumption that long term prices will go up because of an expanding economy with profits, dividends and increased stock prices. Long term purchases minimize portfolio turnover which can reduce commission costs and taxes can be reduced or deferred. Some of the risks involved with using this method include short 9  term market volatility causing investor concern, risk of loss when the asset is sold, market or company volatility or loss. Investments carry a risk of loss of principal, earnings or both. Past performance is not a guarantee of future performance. Risk of Loss Clients must understand that past performance is not indicative of future results. Therefore, current and prospective clients should never assume that future performance of any specific investment or investment strategy will be profitable. Investing in securities (including stocks, mutual funds, and bonds) involves risk of loss. Further, depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal. Because of the inherent risk of loss associated with investing, the Adviser is unable to represent, guarantee, or even imply that our services and methods of analysis can or will predict future results, successfully identify market tops or bottoms, or insulate a client from losses due to market corrections or declines. There are certain additional risks associated when investing in securities. • Market Risk – Either the stock market as a whole, or the value of an individual company, goes down resulting in a decrease in the value of client investments. This is also referred to as systemic risk. • Equity (stock) market risk – Common stocks are susceptible to general stock market fluctuations and to volatile increases and decreases in value as market confidence in and perceptions of their issuers change. If you held common stock, or common stock equivalents, of any given issuer, you would generally be exposed to greater risk than if you held preferred stocks and debt obligations of the issuer. • Company Risk. When investing in stock positions, there is always a certain level of company or industry specific risk that is inherent in each investment. This is also referred to as unsystematic risk and can be reduced through appropriate diversification. There is the risk that the company will perform poorly or have its value reduced based on factors specific to the company or its industry. For example, if a company’s employees go on strike or the company receives unfavorable media attention for its actions, the value of the company may be reduced. • Fixed Income Risk. When investing in fixed income instruments such as bonds or notes, there is the risk that issuer will default on the bond and be unable to make payments. Further, individuals who depend on set amounts of periodically paid income face the risk that inflation will erode their spending power. Fixed-income investors receive set, regular payments that face the same inflation risk. • Options Risk. Options on securities may be subject to greater fluctuations in value than an investment in the underlying securities. Purchasing and writing put and call options are highly specialized activities and entail greater than ordinary investment risks. • ETF and Mutual Fund Risk – When investing in a an ETF or mutual fund, a client will bear additional expenses based on the client’s pro rata share of the ETF’s or mutual fund’s operating expenses, including the potential duplication of management fees. The risk of owning an ETF or mutual fund generally reflects the risks of owning the underlying securities the ETF or mutual fund holds. Clients will also incur brokerage costs when purchasing ETFs. 10  • Management Risk – Your investments will vary with the success and failure of our investment strategies, research, analysis and determination of portfolio securities. If you implement our financial planning recommendations and our investment strategies do not produce the expected results, the value of your investment may decrease. • Credit Risk – Credit risk can be a factor in situations where an investment’s performance relies on a borrower’s repayment of borrowed funds. With credit risk, an investor can experience a loss or unfavorable performance if a borrower does not repay the borrowed funds as expected or required. Investment holdings that involve forms of indebtedness (i.e. borrowed funds) are subject to credit risk. • Liquidity Risk – Certain assets may not be readily converted into cash or may have a very limited market in which they trade. Thus, you may experience the risk that your investment or assets within your investment may not be able to be liquidated quickly, thus, extending the period of time by which you may receive the proceeds from your investment. Liquidity risk can also result in unfavorable pricing when exiting (i.e. not being able to quickly get out of an investment before the price drops significantly) a particular investment and therefore, can have a negative impact on investment returns. Item 9 – Disciplinary Information The Adviser does not have any disciplinary information to disclose. Item 9.A – Criminal or Civil Actions Neither the Adviser nor any management person has been found guilty of or has any criminal or civil actions pending in a domestic, foreign or military court. Item 9.B – Administrative Proceedings Neither the Adviser nor any management person has any administrative proceedings pending before the SEC, any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority. Item 9.C – Self-Regulatory Organization (“SRO”) Proceedings Neither the Adviser nor any management person has been found by any SRO to have caused an investment-related business to lose its authorization to do business, or to have been involved in a violation of the SRO’s rules, or been barred or suspended from membership or from association with other members, or expelled from membership, otherwise significantly limited from investment-related activities, or fined. Item 10 – Other Financial Industry Activities and Affiliations Item 10.A – Broker-Dealer Registration Some of the IARs are Registered Representatives of Integrity Alliance, LLC. Each IAR, in his or her capacity as a Registered Representative, may recommend securities or other products and receive normal transaction fees, commissions or other compensation. Thus, a conflict of interest exists between the Registered Representative’s interests and those of advisory clients. Clients are under no obligation to act upon any of his or her recommendations or affect any transactions through the Registered Representative if they decide to follow the Registered Representative’s recommendations. 11  Item 10.B – Futures Commission Merchant/Commodities Commodity Broker Neither the Adviser nor any management person is a commodity broker/futures commission merchant, a commodity pool operator, commodity trading advisor or an associated person for the foregoing entities; nor do they have any registration applications pending. Item 10.C – Relationships with Related Persons Accel Wealth Management LLC is also registered as an Insurance Agency primarily offering fixed insurance products. Certain associated persons are insurance agents appointed with Accel Wealth Management LLC. In these capacities associated persons of the Adviser may recommend insurance, or other products, and receive commissions and other compensation if products are purchased through any firms with which any associated persons are affiliated. Thus, a conflict of interest exists between the interests of associated persons and those of the advisory clients. However, clients are under no obligation to act upon any of their recommendations or execute any transactions through them if they decide to follow their recommendations. Item 10.D – Relationships with Other Advisers Associated persons do not have any affiliations with other investment advisers. Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Item 11.A – Code of Ethics The Adviser has adopted a Code of Ethics that sets forth standards of conduct expected of advisory personnel and to address conflicts that arise from personal trading by advisory personnel. Advisory personnel are obligated to adhere to the Code of Ethics, and applicable securities and other laws. The Code covers a range of topics that may include: general ethical principles, reporting personal securities trading, exceptions to reporting securities trading, reportable securities, initial public offerings and private placements, reporting ethical violations, distribution of the Code, review and enforcement processes, amendments to Form ADV and supervisory procedures. The Adviser will provide a copy of the Code to any client or prospective client upon request. Item 11.B – Participation or Interest in Client Transactions Principal Trading Neither the Adviser nor any affiliated broker-dealer affects securities transactions as principal with the Adviser’s clients. Personal Trading of Associates Affiliated with a Brokerage Firm Each IAR, in his or her capacity as a Registered Representative of Integrity Alliance, LLC will receive payments from certain mutual funds distributed pursuant to a 12b-1 distribution plan, or other such plans, as compensation for administrative services, representing a separate financial interest. As such, a conflict of interest exists with respect to recommendations to buy or sell securities. In all cases, recommendations are made in the best interests of the client. The 12  Adviser does not permit insider trading and has implemented procedures to ensure that its policy regarding insider trading is being observed by associated persons. Agency-Cross Action Transactions Neither the Adviser nor any associated person recommends to clients, or buys or sells for client accounts securities in which the Adviser or an associated person has a material financial interest. Neither the Adviser nor any associated person acting as a principal, buys securities from (or sells securities to) clients, acts as general partner in a partnership in which Adviser solicits client investments, or acts as an investment adviser to an investment company that the Adviser recommends to clients. Item 11.C – Personal Trading by Associated Persons The Adviser recommends that clients invest in various types of assets. The Adviser and its associated persons may invest in the same types of assets. Permitted investments for associated persons are all asset classes. See Item 11.D for conflicts of interest. Item 11.D – Conflicts of Interest with Personal Trading by Associated Persons Our employees may buy and sell securities that they recommend to advisory clients for purchase and sale. To the extent possible, the firm and its employees will process securities transactions for client accounts ahead of similar transactions contemplated for their own accounts. The Adviser and its employees do not recommend to clients or buy or sell for clients’ accounts investments in which the Adviser or its employees have a material financial interest. To ensure employee transactions are supervised, we have established a Code of Ethics designed to prevent conflicts of interest. Under the requirements of the Code, each Adviser employee is required to file personal transaction reports regularly for transactions in accounts in which they have a beneficial interest. In addition, certain types of transactions for employee personal accounts require preapproval and certain types of transactions are prohibited. A complete copy of our Code of Ethics is available upon request. Item 12 – Brokerage Practices Item 12.A – Factors in Selecting or Recommending Broker-Dealers The Adviser recommends that clients establish accounts with a third party independent Custodian (“Custodian”). Custodian offers services to independent investment advisers which include custody of securities, trade execution, clearance and settlement of transactions. The Adviser seeks to recommend a custodian/broker who will hold client assets and execute transactions on terms that are overall most advantageous when compared to other available providers and their services. The Adviser considers a wide range of factors, including, among others, these: • Ability to maintain the confidentiality of trading intentions • Timeliness of execution • Timeliness and accuracy of trade confirmations • Liquidity of the securities traded • Willingness to commit capital • Ability to place trades in difficult market environments • Research services provided • Ability to provide investment ideas • Execution facilitation services provided 13  • Record keeping services provided • Custody services provided • Frequency and correction of trading errors • Ability to access a variety of market venues • Expertise as it relates to specific securities • Financial condition • Business reputation Each IAR, in his or her capacity as a Registered Representative of Integrity Alliance, LLC (“Integrity”) may also suggest that clients implement recommendations through Integrity. If the client so elects, the IAR would receive normal and customary commissions in his or her capacity as a registered person of Integrity presenting a conflict of interest. Furthermore, in implementing a financial plan, clients may pay commissions or fees that are higher or lower than those that may be obtained elsewhere for similar services. Clients are advised that they are under no obligation to implement the plan or its recommendations through the IAR in his or her capacities as a Registered Representative. Item 12.A1 – Research and Other Soft Dollar Benefits The Adviser does not receive soft dollars generated by the securities transactions of its clients. The term "soft dollars" refers to funds which are generated by client trades being used by the Adviser to purchase products or services (such as research and enhanced brokerage services) from or through the broker-dealers whom the Adviser engages to execute securities transactions. The Adviser, however, does receive some “eligible” products and services under Safe Harbor as determined under the Securities and Exchange Act, Section 28(e). Research products and services provided by the Custodian may include research reports on recommendations or other information about, particular companies or industries; economic surveys, data and analyses; financial publications; portfolio evaluation services; financial database software and services; computerized news and pricing services; quotation equipment for use in running software used in investment decision-making; and other products or services that provide lawful and appropriate assistance by the Custodian to our firm in the performance of our investment decision-making responsibilities. While, as a fiduciary, the Adviser endeavors to act in its clients’ best interests, the Adviser’s recommendation that clients maintain their assets in accounts at the Custodian may be based in part on the benefit to the Adviser of the availability of some of the foregoing products and services and other arrangements and not solely on the nature, cost, or quality of custody and brokerage services provided by the Custodian, which creates a conflict of interest. In addition, third party vendors have occasionally provided funds for events for Adviser’s clients which also meets the definition of “eligible” products and services under Safe Harbor as determined under the Securities and Exchange Act, Section 28(e). Item 12.A2 – Brokerage for Client Referrals The Adviser does not refer clients to particular broker-dealers in exchange for client referrals from those broker-dealers. Item 12.A3 – Directed Brokerage The Adviser does not require that clients direct their brokerage business to any particular 14  broker-dealer. Item 12.B – Trade Aggregation On occasions when the Firm deems the purchase and sale of a security to be in the best interests of more than one of its clients, the Firm may aggregate multiple contemporaneous client purchase or sell orders into a block order for execution. Executed orders are allocated among participating accounts according to each account's pre-determined participation in the transaction. Clients' accounts for which orders are aggregated receive the average price of such transaction, which could be higher or lower than the price that would otherwise be paid by a client absent the aggregation. Any transaction costs incurred in the transaction will be assessed to each client based on each client's level of participation in the transaction. Please refer to the Block Trading Procedures for specifics. Item 13 – Review of Accounts Investment adviser representatives perform reviews of investment advisory accounts no less than quarterly. Accounts are reviewed for consistency with the investment strategy and performance among other things. Reviews may be triggered by changes in an account holder’s personal, tax, or financial status. There is currently no limit on the number of accounts that can be reviewed by an investment adviser representative. Financial plans are reviewed only upon request. Clients are notified prior to this review that a new client engagement may be established, and any projected fees associated with the new engagement. The Adviser does not provide any periodic reports to clients unless asked to do so. Any reports provided from the Adviser will be specific to the services client has requested pursuant to an executed agreement with the Adviser. Pension Consulting clients receive reviews of their pension plans for the duration of the pension consulting service. We also provide ongoing services to Pension Consulting clients where we meet with such clients upon their request to discuss updates to their plans, changes in their circumstances, etc. Pension Consulting clients do not receive written or verbal updated reports regarding their pension plans unless they choose to contract with us for ongoing Pension Consulting services. Item 14 – Client Referrals and Other Compensation Client Referrals The Adviser receives and offers referrals among its affiliates. The Adviser provides this as a service to all of its clients. At no time will this compensation be derived from the advisory services clients receive from our firm unless the related person is appropriately registered or is exempt from registration. The Adviser does not currently have any client referral relationships with unaffiliated third parties. Thus, it does not pay any fee to a third party for making client referrals to it. Receipt of Additional Compensation As disclosed under Item 10 of this Brochure, Accel Wealth Management LLC is also registered as an Insurance Agency primarily offering fixed insurance products. Certain 15  Investment Adviser Representatives are insurance agents and may receive additional compensation through commissions or trails through sales of insurance products through Accel Wealth Management LLC. This creates a conflict; however, we attempt to mitigate the conflict of interest by requiring employees to acknowledge in the Adviser’s Code of Ethics, their individual fiduciary duty, which requires that employees put the interests of clients ahead of their own. We generally recommend that clients use Charles Schwab & Co., Inc. (Schwab), a registered broker-dealer, member SIPC, as the qualified custodian. Schwab Advisor ServicesTM is Schwab’s business program serving independent investment advisory firms like us. There is no direct link between our firm’s participation in the program and the investment advice we give to our Clients, although we receive economic benefits through our participation in the program that are typically not available to retail investors. These benefits include the following products and services (provided without cost or at a discount): receipt of duplicate Client statements and confirmations; research related products and tools; consulting services; access to a trading desk serving our firm’s participants; access to block trading (which provides the ability to aggregate securities transactions for execution and then allocate the appropriate shares to Client accounts); the ability to have advisory fees deducted directly from Client accounts; access to an electronic communications network for Client order entry and account information; access to mutual funds with no transaction fees and to certain institutional money managers; and discounts on compliance, marketing, research, technology, and practice management products or services provided to us by third party vendors. Schwab may also have paid for business consulting and professional services received by our firm’s related persons. Some of the products and services made available by Schwab through the program may benefit our firm but may not benefit our Client accounts. These products or services assist us in managing and administering Client accounts, including accounts not maintained at Schwab. Other services made available by Schwab are intended to help us manage and further develop our business enterprise. The benefits received by our firm or our personnel through participation in the program do not depend on the amount of brokerage transactions directed to Schwab. As part of our fiduciary duties to our clients, we endeavor at all times to put the interests of our clients first. Clients should be aware, however, that the receipt of economic benefits by our firm or our related persons in and of itself creates a conflict of interest and influences our firm’s choice of Schwab for custody and brokerage services. Item 15 – Custody The Adviser does not accept physical custody of client funds or securities. Client assets are held by qualified custodians. Clients may have standing letters of authorization on their accounts. The Adviser has reviewed those relationships and determined that they meet the IAA no action letter seven conditions and do not trigger the surprise custody audit. Custodian sends account statements directly to clients on at least a quarterly basis. Clients should carefully review these statements, and should compare these statements to any account information provided by the Adviser. Item 16 – Investment Discretion Clients may authorize the Adviser to exercise investment discretion on their behalf, pursuant to an executed investment advisory client agreement. By granting investment 16  discretion, the Adviser is authorized to execute securities transactions, which securities are bought and sold, the total amount to be bought and sold, and the costs at which the transactions will be effected. Limitations may be imposed by the client in the form of specific constraints on any of these areas of discretion with the Adviser’s written acknowledgement. Item 17 – Voting Client Securities The Adviser does not accept authority to vote proxies on behalf of clients as a matter of policy. Clients will receive their proxy information directly from their custodian. Clients may contact the Adviser with questions about a particular solicitation by telephone at (515) 334-5266. Item 18 – Financial Information The Adviser does not require or collect prepayment of more than $1,200 in fees, six months or more in advance, so no balance sheet is being provided. There is no financial condition that is reasonably likely to impair the Adviser’s ability to meet its contractual commitments to its clients. The Adviser has not been subject of a bankruptcy petition at any time. 17  Investment Adviser Brochure Supplement Part 2B Stacie Lynn Brass, AIF®, CPC Accel Wealth Management LLC 301 Oak Ridge Circle Waverly, Iowa 50677 (319) 596-1101 Website: www.accelwealthmanagement.com IARD/CRD Number: 2275932 April 30, 2025 This brochure supplement provides information about Stacie Brass that supplements the Accel Wealth Management, LLC brochure. You should have received a copy of that brochure. Please contact Stacie Brass at 319-596-1101 if you did not receive Accel Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Stacie Brass is available on the SEC’s website at www.adviserinfo.sec.gov. 18  Item 2 – Educational Background and Business Experience Stacie Brass was born in 1969. She received a Bachelor of Arts degree from the University of Northern Iowa in 1991. She has passed Series 6, 7, 63, and 65 securities license examinations. She also has Life and Health Insurance licenses. Ms. Brass has earned and maintains the following professional designation with the qualification requirements listed: Accredited Investment Fiduciary (AIF®) - Year earned February 2012 This designation is administered by the Center for Fiduciary Studies. It signifies specialized knowledge of fiduciary responsibility and the ability to implement policy and procedures that meet a defined standard of care and their application to the investment management Certified Pension Consultant (CPC) - Year earned April 1999 This credential is conferred by American Society of Pension Professionals & Actuaries to benefits professionals working in plan administration, pension actuarial administration, insurance, and financial planning. CPCs work alongside employers to formulate, implement, administer and maintain qualified retirement plans. Business Experience Firm Name and Title Dates Integrity Alliance, LLC Registered Representative 02/2019 - present 12/2016 - present Accel Wealth Management LLC Principal/Investment Adviser Representative 02/2010 – 02/2019 Cambridge Investment Research, Inc. Registered Representative 06/2010 - present 10/2014 - present 06/2016 – 01/2017 02/2010 – 06/2016 The Accel Group, LLC fka First Insurance Services Partner & Certified Pension Consultant Accel Holdings, Inc. Managing Member Brass Financial, Inc. dba Accel Wealth Management Principal/Investment Adviser Representative RDA Financial Network Investment Adviser Representative Item 3 – Disciplinary Information Ms. Brass does not have any legal or disciplinary events to disclose. Ms. Brass is not the subject of any pending legal, disciplinary or administrative proceedings. Item 4 – Other Business Activities Registered Representative and Insurance Stacie Brass is a registered representative of Integrity Alliance, LLC, a registered broker- dealer (“Integrity”). In this capacity, Ms. Brass will be paid commissions for the sale of securities or other investment products, including service (trail) fees from the sale of mutual funds and variable annuities. If you elect to purchase securities through Ms. Brass in her role as a registered representative, this will not occur in advisory accounts of Adviser 19  but rather in brokerage accounts held at Integrity. A conflict of interest arises due to differences in the level of compensation received. To address this conflict, she will only receive commissions for the sale of securities or other investment products when selling securities through Integrity, and not for accounts advised through Adviser. You always have the option to purchase securities or other investment products that she recommends through other unaffiliated broker-dealers. Ms. Brass currently spends 15% of her business time on Integrity activities. Stacie Brass is licensed as an insurance agent in the State of Iowa. In this capacity Ms. Brass will be paid commissions for the sales of fixed insurance products. A conflict of interest arises due to differences in the level of compensation received. You always have the option to purchase insurance products that she recommends through other unaffiliated insurance agencies or companies. Ms. Brass currently spends less than 5% of her business time on her insurance activities. Stacie Brass is a shareholder of Treyton Properties and owns Bigs Real Estate. These activities account for less than 10% of her time and/or revenue. General Client Conflict Resolution: Ms. Brass addresses conflicts with her other business activities by doing the following: Ms. Brass must disclose any potential or actual conflicts of interest when dealing with clients. Ms. Brass is subject to the following specific obligations when dealing with clients: • The duty to have a reasonable, independent basis for her investment and other financial advice; • The duty to ensure that all investment and financial advice is suitable to meeting the client’s individual objectives, needs, and circumstances; and, • A duty to be loyal to clients. Item 5 – Additional Compensation Ms. Brass may establish relationships with unaffiliated registered investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, Ms. Brass may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisor’s disclosure brochures and referral disclosure statements. Item 6 – Supervision Ms. Brass is the managing partner and Chief Compliance Officer and is responsible for monitoring the activities of the Adviser’s supervised persons. Ms. Brass’ personal securities transactions are reviewed by the CCO Designee. Ms. Brass’ telephone number is (319) 596-1101. Ms. Brass reviews all written client performance materials and newsletters prior to use. Ms. Brass discusses investment strategies and market conditions with the supervised persons on a regular basis. The supervised persons employed by the Adviser conduct all Client contact. The supervised persons of the Adviser receive the Adviser’s Investment Adviser Supervisory Manual and Code of Ethics and are asked to annually certify to their understanding of the material. Through an 20  electronic environment, Ms. Brass is able to review client information, including client statements. 21  Investment Adviser Brochure Supplement Part 2B Scott Alan Durscher, RICP® Accel Wealth Management LLC 301 Oak Ridge Circle Waverly, Iowa 50677 (319) 596-1101 Website: www.accelwealthmanagement.com IARD/CRD Number: 3049265 April 30, 2025 This brochure supplement provides information about Scott Durscher that supplements the Accel Wealth Management LLC brochure. You should have received a copy of that brochure. Please contact Stacie Brass at 319-596-1101 if you did not receive Accel Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Scott Durscher is available on the SEC’s website at www.adviserinfo.sec.gov. 22  Item 2 – Educational Background and Business Experience Scott Durscher was born in 1966. He received a Bachelor of Arts degree in Finance from the University of Northern Iowa in 1990. He received an Associate degree in Applied Science from Hawkeye Community College in 1987. He has passed Series 6, 7, 63, and 65 securities license examinations. He also has Life and Health Insurance licenses. Mr. Durscher has earned and maintains the following professional designation with the qualification requirements listed: Retirement Income Certified Professional (RICP®) – Year earned 2018. This designation is available to individuals who have a minimum of three years’ of full- time business experience. To earn the designation, the participant must complete a series of three self-study courses and pass a final exam. The coursework provides comprehensive instruction on building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a strategy for generating sustainable income from available resources—whether that means using systematic withdrawals from a portfolio, building an income floor with bonds or annuities, or using a bucket strategy. Business Experience Firm Name and Title Dates Integrity Alliance, LLC Registered Representative 02/2019 - present Accel Wealth Management LLC Principal, Investment Adviser Representative 1/2017 - present 06/2008 – 02/2019 Cambridge Investment Research, Inc. Registered Representative 06/2008 - present The Accel Group, LLC fka First Insurance Services Partner, Insurance Representative 06/2016 – 01/2017 Brass Financial, Inc. dba Accel Wealth Management Investment Adviser Representative 10/2008 – 06/2016 RDA Financial Network, Inc. Investment Adviser Representative/Investment Team Item 3 – Disciplinary Information Mr. Durscher does not have any legal or disciplinary events to disclose. Mr. Durscher is not the subject of any pending legal, disciplinary or administrative proceedings. Item 4 – Other Business Activities Registered Representative and Insurance Mr. Durscher is a Registered Representative of Integrity Alliance, LLC, a registered broker- dealer (“Integrity”). In this capacity, Mr. Durscher will be paid commissions for the sale of securities or other investment products, including service (trail) fees from the sale of mutual funds and variable annuities. If you elect to purchase securities through Mr. Durscher in his role as a registered representative, this will not occur in advisory accounts of Adviser but rather in brokerage accounts held at Integrity. A conflict of interest arises 23  due to differences in the level of compensation received. To address this conflict, he will only receive commissions for the sale of securities or other investment products when selling securities through Integrity, and not for accounts advised through Adviser. You always have the option to purchase securities or other investment products that he recommends through other unaffiliated broker-dealers. Mr. Durscher currently spends 30% of his business time on Integrity activities. Mr. Durscher is licensed as an insurance agent in the State of Iowa. In this capacity Mr. Durscher will be paid commissions for the sales of fixed insurance products. A conflict of interest arises due to differences in the level of compensation received. You always have the option to purchase insurance products that he recommends through other unaffiliated insurance agencies or companies. Mr. Durscher currently spends less than 5% of his business time on his insurance activities. Mr. Durscher is a shareholder of Treyton Properties. This activity accounts for less than 10% of his time and/or revenue. General Client Conflict Resolution: Mr. Durscher addresses conflicts with his other business activities by doing the following: Mr. Durscher must disclose any potential or actual conflicts of interest when dealing with clients. Mr. Durscher is subject to the following specific obligations when dealing with clients: • The duty to have a reasonable, independent basis for his investment and other financial advice; • The duty to ensure that all investment and financial advice is suitable to meeting the client’s individual objectives, needs, and circumstances; and, • A duty to be loyal to clients. Item 5 – Additional Compensation Mr. Durscher may establish relationships with unaffiliated registered investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, Mr. Durscher may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisor’s disclosure brochures and referral disclosure statements. Item 6 – Supervision Ms. Brass is the managing partner and Chief Compliance Officer and is responsible for monitoring the activities of the Adviser’s supervised persons. Ms. Brass’ telephone number is (319) 596-1101. Ms. Brass reviews all written client performance materials and newsletters prior to use. Ms. Brass discusses investment strategies and market conditions with the supervised persons on a regular basis. The supervised persons employed by the Adviser conduct all Client contact. The supervised persons of the Adviser receive the Adviser’s Investment Adviser Supervisory Manual and Code of Ethics and are asked to annually certify to their understanding of the material. Through an electronic environment, Ms. Brass is able to review client information, including client statements. 24  Investment Adviser Brochure Supplement Part 2B Ryan David Hervey Accel Wealth Management LLC 301 Oak Ridge Circle Waverly, Iowa 50677 (319) 596-1101 Website: www.accelwealthmangement.com IARD/CRD Number: 5205485 April 30, 2025 This brochure supplement provides information about Ryan Hervey that supplements the Accel Wealth Management, LLC brochure. You should have received a copy of that brochure. Please contact Stacie Brass at 319-596-1101 if you did not receive Accel Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Ryan Hervey is available on the SEC’s website at www.adviserinfo.sec.gov. 25  Item 2 – Educational Background and Business Experience Ryan Hervey was born in 1977. He received a Bachelor of Arts degree in History and Political Science from Simpson College in 2001. He received a Juris Doctorate degree from Drake Law School in 2004. He has passed the Series 65 (05/2013) Uniform Investment Adviser Law Examination. He also has Life and Health Insurance licenses. Business Experience Firm Name and Title Dates 09/2022 – present Accel Wealth Management LLC Investment Adviser Representative 04/2013 – 09/2022 Northwest Wealth Management LLC Investment Adviser Representative Aviva USA Sr. Consultant Advanced Markets 09/2008 – 04/2013 Item 3 – Disciplinary Information Mr. Hervey does not have any legal or disciplinary events to disclose. Mr. Hervey is not the subject of any pending legal, disciplinary or administrative proceedings. Item 4 – Other Business Activities Ryan Hervey is licensed as an insurance agent in the State of Iowa. In this capacity Mr. Hervey will be paid commissions for the sales of fixed insurance products. A conflict of interest arises due to differences in the level of compensation received. You always have the option to purchase insurance products that he recommends through other unaffiliated insurance agencies or companies. General Client Conflict Resolution: Mr. Hervey addresses conflicts with his other business activities by doing the following: Mr. Hervey must disclose any potential or actual conflicts of interest when dealing with clients. Mr. Hervey is subject to the following specific obligations when dealing with clients: • The duty to have a reasonable, independent basis for his investment and other financial advice; • The duty to ensure that all investment and financial advice is suitable to meeting the client’s individual objectives, needs, and circumstances; and, • A duty to be loyal to clients. Item 5 – Additional Compensation Mr. Hervey may establish relationships with unaffiliated registered investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, Mr. Hervey may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisor’s disclosure brochures and referral disclosure statements. 26  Item 6 – Supervision Ms. Brass is the managing partner and Chief Compliance Officer and is responsible for monitoring the activities of the Adviser’s supervised persons. Ms. Brass’ telephone number is (319) 596-1101. Ms. Brass reviews all written client performance materials and newsletters prior to use. Ms. Brass discusses investment strategies and market conditions with the supervised persons on a regular basis. The supervised persons employed by the Adviser conduct all Client contact. The supervised persons of the Adviser receive the Adviser’s Investment Adviser Supervisory Manual and Code of Ethics and are asked to annually certify to their understanding of the material. Through an electronic environment, Ms. Brass is able to review client information, including client statements. 27  Investment Adviser Brochure Supplement Part 2B Matthew James Temple CFP® Accel Wealth Management LLC 301 Oak Ridge Circle Waverly, Iowa 50677 (319) 596-1101 Website: www.accelwealthmanagement.com IARD/CRD Number: 7397480 April 30, 2025 This brochure supplement provides information about Matthew James Temple that supplements the Accel Wealth Management LLC brochure. You should have received a copy of that brochure. Please contact Stacie Brass at 319-596-1101 if you did not receive Accel Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Matthew James Temple is available on the SEC’s website at www.adviserinfo.sec.gov. 28  Item 2 – Educational Background and Business Experience Matthew James Temple was born in 1982. He received a degree from Purdue University Global with a Bachelors in Finance in March 2021. He has passed Series 7TO, 66 and SIE securities license examinations and Life and Health Insurance License. Mr. Temple has earned and maintains the following professional designation with the qualification requirements listed: CERTIFIED FINANCIAL PLANNER® (CFP®) - Year earned December 2024 In order to achieve and maintain certification, CFP® professionals must: 1) pass the comprehensive CFP® Certification Examination, 2) pass the CFP Board's Fitness Standards for Candidates and Registrants, 3) agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, 4) comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement, and 5) complete 30 hours of continuing education (including 2 hours of approved Ethics CE) every two years. - See more at: http://www.cfp.net/become-a-cfp-professional/cfp-certification- requirements#sthash.qwXJz3yF.dpuf Business Experience Firm Name and Title Dates 8/2021 - present Accel Wealth Management LLC Investment Adviser Representative 06/2021 – present The Accel Group, LLC fka First Insurance Services Insurance Representative 06/2021 – 08/2023 Brokers International Financial Services, LLC Registered Representative 08/2013 – 06/2021 Nestle, Shipping Clerk Item 3 – Disciplinary Information Mr. Temple does not have any legal or disciplinary events to disclose. Mr. Temple is not the subject of any pending legal, disciplinary or administrative proceedings. Item 4 – Other Business Activities Mr. Temple is licensed as an insurance agent in the State of Iowa. In this capacity Mr. Temple will be paid commissions for the sales of fixed insurance products. A conflict of interest arises due to differences in the level of compensation received. You always have the option to purchase insurance products that she recommends through other unaffiliated insurance agencies or companies. Mr. Temple currently spends less than 5% of his business time on insurance activities. General Client Conflict Resolution: Mr. Temple addresses conflicts with his other business activities by doing the following: Mr. Temple must disclose any potential or actual conflicts of interest when dealing with clients. Mr. Temple is subject to the following specific obligations when dealing with clients: 29  • The duty to have a reasonable, independent basis for his investment and other financial advice; • The duty to ensure that all investment and financial advice is suitable to meeting the client’s individual objectives, needs, and circumstances; and, • A duty to be loyal to clients. Item 5 – Additional Compensation Mr. Temple may establish relationships with unaffiliated registered investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, Mr. Temple may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisor’s disclosure brochures and referral disclosure statements. Item 6 – Supervision Ms. Brass is the managing partner and Chief Compliance Officer and is responsible for monitoring the activities of the Adviser’s supervised persons. Ms. Brass’ telephone number is (319) 596-1101. Ms. Brass reviews all written client performance materials and newsletters prior to use. Ms. Brass discusses investment strategies and market conditions with the supervised persons on a regular basis. The supervised persons employed by the Adviser conduct all Client contact. The supervised persons of the Adviser receive the Adviser’s Investment Adviser Supervisory Manual and Code of Ethics and are asked to annually certify to their understanding of the material. Through an electronic environment, Ms. Brass is able to review client information, including client statements. 30  Investment Adviser Brochure Supplement Part 2B Michele Lea Krueger Accel Wealth Management LLC 301 Oak Ridge Circle Waverly, Iowa 50677 (319) 596-1101 Website: www.accelwealthmanagement.com IARD/CRD Number: 4223494 April 30, 2025 This brochure supplement provides information about Michele Lea Krueger that supplements the Accel Wealth Management LLC brochure. You should have received a copy of that brochure. Please contact Stacie Brass at 319-596-1101 if you did not receive Accel Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Michele Lea Krueger is available on the SEC’s website at www.adviserinfo.sec.gov. 31  Item 2 – Educational Background and Business Experience Michele Lea Krueger was born in 1974. She received a degree in Social Work from the University of Northern Iowa in 1997. She has passed Series 7, 24, 53, 63, and 66 securities license examinations and Life and Health Insurance License. Business Experience Firm Name and Title Dates Integrity Alliance, LLC Registered Representative 02/2019 - present Accel Wealth Management LLC Investment Adviser Representative 6/2017 - present 08/2016 – 02/2019 Cambridge Investment Research, Inc. Registered Representative 08/2016 - present The Accel Group, LLC fka First Insurance Services Insurance Representative 12/2011 – 07/2016 CUNA Brokerage Services, Inc. Manager 10/2006 – 12/2011 CUNA Brokerage Services, Inc. Compliance Specialist Item 3 – Disciplinary Information Ms. Krueger does not have any legal or disciplinary events to disclose. Ms. Krueger is not the subject of any pending legal, disciplinary or administrative proceedings. Item 4 – Other Business Activities Registered Representative and Insurance Ms. Krueger is a Registered Representative of Integrity Alliance, LLC, a registered broker- dealer (“Integrity”). In this capacity, Ms. Krueger will be paid commissions for the sale of securities or other investment products, including service (trail) fees from the sale of mutual funds and variable annuities. If you elect to purchase securities through Ms. Krueger in her role as a Registered Representative, this will not occur in advisory accounts of Adviser but rather in brokerage accounts held at Integrity. A conflict of interest arises due to differences in the level of compensation received. To address this conflict, she will only receive commissions for the sale of securities or other investment products when selling securities through Integrity, and not for accounts advised through Adviser. You always have the option to purchase securities or other investment products that she recommends through other unaffiliated broker-dealers. Ms. Krueger currently spends 20% of her business time on Integrity activities. Ms. Krueger is licensed as an insurance agent in the State of Iowa. In this capacity Ms. Krueger will be paid commissions for the sales of fixed insurance products. A conflict of interest arises due to differences in the level of compensation received. You always have the option to purchase insurance products that she recommends through other unaffiliated insurance agencies or companies. Ms. Krueger currently spends less than 5% of her business time on insurance activities. 32  General Client Conflict Resolution: Ms. Krueger addresses conflicts with his other business activities by doing the following: Ms. Krueger must disclose any potential or actual conflicts of interest when dealing with clients. Ms. Krueger is subject to the following specific obligations when dealing with clients: • The duty to have a reasonable, independent basis for his investment and other financial advice; • The duty to ensure that all investment and financial advice is suitable to meeting the client’s individual objectives, needs, and circumstances; and, • A duty to be loyal to clients. Item 5 – Additional Compensation Ms. Krueger may establish relationships with unaffiliated registered investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, Ms. Krueger may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisor’s disclosure brochures and referral disclosure statements. Item 6 – Supervision Ms. Brass is the managing partner and Chief Compliance Officer and is responsible for monitoring the activities of the Adviser’s supervised persons. Ms. Brass’ telephone number is (319) 596-1101. Ms. Brass reviews all written client performance materials and newsletters prior to use. Ms. Brass discusses investment strategies and market conditions with the supervised persons on a regular basis. The supervised persons employed by the Adviser conduct all Client contact. The supervised persons of the Adviser receive the Adviser’s Investment Adviser Supervisory Manual and Code of Ethics and are asked to annually certify to their understanding of the material. Through an electronic environment, Ms. Brass is able to review client information, including client statements. 33  Investment Adviser Brochure Supplement Part 2B Mitchell Lee Cook, AIF®, CRPS® Accel Wealth Management LLC 5500 Fountains Drive NE, Suite 201 Cedar Rapids, Iowa 52411 (319) 447-9100 Website: www.accelwealthmanagement.com IARD/CRD Number: 4816833 April 30, 2025 This brochure supplement provides information about Mitch Cook that supplements the Accel Wealth Management, LLC brochure. You should have received a copy of that brochure. Please contact Stacie Brass at 319-596-1101 if you did not receive Accel Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Mitch Cook is available on the SEC’s website at www.adviserinfo.sec.gov. 34  Item 2 – Educational Background and Business Experience Mitch Cook was born in 1979. He received a Bachelor of Arts degree in Business Management & Business Marketing from the Wartburg College in 2002. He has passed Series 6, 7, 63, and 66 securities license examinations. He also has Life and Health Insurance licenses. Mr. Cook has earned and maintains the following professional designations with the qualification requirements listed: Accredited Investment Fiduciary (AIF®) - Year earned May 2018 This designation is administered by the Center for Fiduciary Studies. It signifies specialized knowledge of fiduciary responsibility and the ability to implement policy and procedures that meet a defined standard of care and their application to the investment management. Chartered Retirement Plan Specialist (CRPS®) - Year earned June 2014 Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. Business Experience Firm Name and Title Dates 11/2019 - present Accel Wealth Management LLC Investment Adviser Representative 05/2019 – 11/2019 The O.N. Equity Sales Company Registered Representative Ohio National Financial Services Agent 04/2019 – 11/2019 05/2017 – 11/2018 United Trust Company, N.A. Institutional Retirement Consultant Proequities Inc. Registered Representative 06/2013 – 06/2017 Item 3 – Disciplinary Information Mr. Cook does not have any legal or disciplinary events to disclose. Mr. Cook is not the subject of any pending legal, disciplinary or administrative proceedings. Item 4 – Other Business Activities Mitch Cook is licensed as an insurance agent in the State of Iowa. In this capacity Mr. Cook will be paid commissions for the sales of fixed insurance products. A conflict of interest arises due to differences in the level of compensation received. You always have the option to purchase insurance products that he recommends through other unaffiliated insurance agencies or companies. Mr. Cook currently spends less than 5% of his business 35  time on his insurance activities. General Client Conflict Resolution: Mr. Cook addresses conflicts with his other business activities by doing the following: Mr. Cook must disclose any potential or actual conflicts of interest when dealing with clients. Mr. Cook is subject to the following specific obligations when dealing with clients: • The duty to have a reasonable, independent basis for his investment and other financial advice; • The duty to ensure that all investment and financial advice is suitable to meeting the client’s individual objectives, needs, and circumstances; and, • A duty to be loyal to clients. Item 5 – Additional Compensation Mr. Cook may establish relationships with unaffiliated registered investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, Mr. Cook may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisor’s disclosure brochures and referral disclosure statements. Item 6 – Supervision Ms. Brass is the managing partner and Chief Compliance Officer and is responsible for monitoring the activities of the Adviser’s supervised persons. Ms. Brass’ telephone number is (319) 596-1101. Ms. Brass reviews all written client performance materials and newsletters prior to use. Ms. Brass discusses investment strategies and market conditions with the supervised persons on a regular basis. The supervised persons employed by the Adviser conduct all Client contact. The supervised persons of the Adviser receive the Adviser’s Investment Adviser Supervisory Manual and Code of Ethics and are asked to annually certify to their understanding of the material. Through an electronic environment, Ms. Brass is able to review client information, including client statements. 36  Investment Adviser Brochure Supplement Part 2B Anthony Joseph Gaiffe, CFP® Accel Wealth Management LLC 5500 Fountains Drive NE, Suite 201 Cedar Rapids, Iowa 52411 (319) 447-9100 Website: www.accelwealthmanagement.com IARD/CRD Number: 3234775 April 30, 2025 This brochure supplement provides information about Anthony Gaiffe that supplements the Accel Wealth Management, LLC brochure. You should have received a copy of that brochure. Please contact Stacie Brass at 319-596-1101 if you did not receive Accel Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Anthony Gaiffe is available on the SEC’s website at www.adviserinfo.sec.gov. 37  Item 2 – Educational Background and Business Experience Anthony Gaiffe was born in 1976. He received a Bachelor of Arts degree in Economics from the University of Florida in 1998. He has passed Series 6, 7, 63, and 65 securities license examinations. He also has Life and Health Insurance licenses. Mr. Gaiffe has earned and maintains the following professional designation with the qualification requirements listed: CERTIFIED FINANCIAL PLANNER® (CFP®) - Year earned February 2012 In order to achieve and maintain certification, CFP® professionals must: 1) pass the comprehensive CFP® Certification Examination, 2) pass the CFP Board's Fitness Standards for Candidates and Registrants, 3) agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, 4) comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement, and 5) complete 30 hours of continuing education (including 2 hours of approved Ethics CE) every two years. - See more at: http://www.cfp.net/become-a-cfp-professional/cfp-certification- requirements#sthash.qwXJz3yF.dpuf Business Experience Firm Name and Title Dates 03/2019 – present Accel Wealth Management LLC Investment Adviser Representative Integrity Alliance, LLC Registered Representative 03/2019 – present Ameritas Investment Corp Registered Representative 05/2013 – 03/2019 Premier Advisors Registered Representative 05/2013 – 11/2019 Hawkins Wealth Management Registered Representative 10/2012 – 02/2013 LPL Financial, LLC. Registered Representative 10/2012 – 02/2013 SII Investments Registered Representative 07/2012 – 10/2012 01/2012 – 07/2012 Charles Schwab Private Client Investments Advisory, Inc. Registered Representative 09/2005 – 01/2012 Charles Schwab & Co. Inc. Registered Representative Item 3 – Disciplinary Information Mr. Gaiffe does not have any legal or disciplinary events to disclose. Mr. Gaiffe is not the subject of any pending legal, disciplinary or administrative proceedings. Item 4 – Other Business Activities Registered Representative and Insurance Anthony Gaiffe is a registered representative of Integrity Alliance, LLC. a registered broker-dealer (“Integrity”). In this capacity, Mr. Gaiffe will be paid commissions for the sale of securities or other investment products, including service (trail) fees from the sale of mutual funds and variable annuities. If you elect to purchase securities through Mr. 38  Gaiffe in his role as a registered representative, this will not occur in advisory accounts of Adviser but rather in brokerage accounts held at Integrity. A conflict of interest arises due to differences in the level of compensation received. To address this conflict, he will only receive commissions for the sale of securities or other investment products when selling securities through Integrity, and not for accounts advised through Adviser. You always have the option to purchase securities or other investment products that he recommends through other unaffiliated broker-dealers. Anthony Gaiffe is licensed as an insurance agent in the State of Iowa. In this capacity Mr. Gaiffe will be paid commissions for the sales of fixed insurance products. A conflict of interest arises due to differences in the level of compensation received. You always have the option to purchase insurance products that he recommends through other unaffiliated insurance agencies or companies. Anthony Gaiffe has ownership in Oak Stock Properties, LLC. This activity accounts for less than 10% of his time and/or revenue. General Client Conflict Resolution: Mr. Gaiffe addresses conflicts with his other business activities by doing the following: Mr. Gaiffe must disclose any potential or actual conflicts of interest when dealing with clients. Mr. Gaiffe is subject to the following specific obligations when dealing with clients: • The duty to have a reasonable, independent basis for his investment and other financial advice; • The duty to ensure that all investment and financial advice is suitable to meeting the client’s individual objectives, needs, and circumstances; and, • A duty to be loyal to clients. Item 5 – Additional Compensation Mr. Gaiffe may establish relationships with unaffiliated registered investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, Mr. Gaiffe may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisor’s disclosure brochures and referral disclosure statements. Item 6 – Supervision Ms. Brass is the managing partner and Chief Compliance Officer and is responsible for monitoring the activities of the Adviser’s supervised persons. Ms. Brass’ telephone number is (319) 596-1101. Ms. Brass reviews all written client performance materials and newsletters prior to use. Ms. Brass discusses investment strategies and market conditions with the supervised persons on a regular basis. The supervised persons employed by the Adviser conduct all Client contact. The supervised persons of the Adviser receive the Adviser’s Investment Adviser Supervisory Manual and Code of Ethics and are asked to annually certify to their understanding of the material. Through an electronic environment, Ms. Brass is able to review client information, including client statements. 39  Investment Adviser Brochure Supplement Part 2B Fernando Garcia Accel Wealth Management LLC 5500 Fountains Drive NE, Suite 201 Cedar Rapids, Iowa 52411 (319) 447-9100 Website: www.accelwealthmanagement.com IARD/CRD Number: 7947394 April 30, 2025 This brochure supplement provides information about Fernando Garcia that supplements the Accel Wealth Management, LLC brochure. You should have received a copy of that brochure. Please contact Stacie Brass at 319-596-1101 if you did not receive Accel Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Fernando Garcia is available on the SEC’s website at www.adviserinfo.sec.gov. 40  Item 2 – Educational Background and Business Experience Fernando Garcia was born in 1993. He received a degree in Commerce and Entrepreneurial and Small Business Operations from the University of Alabama in 2017. He has passed the Series 65 securities license examination. Business Experience Firm Name and Title Dates 08/2024 – Present Accel Wealth Management LLC – Investment Adviser Representative Vega Sports Academy – Tennis Director/Owner 06/2021 – Present Elmcrest Country Club – Tennis Professional 11/2022 – 08/2024 GM Financial – Account Manager 01/2018 – 07/2022 Item 3 – Disciplinary Information Mr. Garcia does not have any legal or disciplinary events to disclose. Mr. Garcia is not the subject of any pending legal, disciplinary or administrative proceedings. Item 4 – Other Business Activities None Item 5 – Additional Compensation Mr. Garcia may establish relationships with unaffiliated registered investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, Mr. Garcia may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisor’s disclosure brochures and referral disclosure statements. Item 6 – Supervision Ms. Brass is the managing partner and Chief Compliance Officer and is responsible for monitoring the activities of the Adviser’s supervised persons. Ms. Brass’ telephone number is (319) 596-1101. Ms. Brass reviews all written client performance materials and newsletters prior to use. Ms. Brass discusses investment strategies and market conditions with the supervised persons on a regular basis. The supervised persons employed by the Adviser conduct all Client contact. The supervised persons of the Adviser receive the Adviser’s Investment Adviser Supervisory Manual and Code of Ethics and are asked to annually certify to their understanding of the material. Through an electronic environment, Ms. Brass is able to review client information, including client statements. 41  Investment Adviser Brochure Supplement Part 2B Todd Joseph Manternach, ChFC®, CLU® Accel Wealth Management LLC 5500 Fountains Drive NE, Suite 201 Cedar Rapids, Iowa 52411 (319) 447-9100 Website: www.accelwealthmanagement.com IARD/CRD Number: 1750012 April 30, 2025 This brochure supplement provides information about Todd Manternach that supplements the Accel Wealth Management, LLC brochure. You should have received a copy of that brochure. Please contact Stacie Brass at 319-596-1101 if you did not receive Accel Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Todd Manternach is available on the SEC’s website at www.adviserinfo.sec.gov. 42  Item 2 – Educational Background and Business Experience Todd Manternach was born in 1962. He received an Associate Degree Applied Science in Mechanical Engineering from North East Iowa Technical Institute in 1992. He attended the University of Dubuque Business Administration from 1985 through 1987. He has passed Series 6, 7, 63, and 65 securities license examinations. He also has Life and Health Insurance licenses. Mr. Manternach has earned and maintains the following professional designation with the qualification requirements listed: Chartered Financial Consultant® (ChFC®) - Year earned October 1999 The ChFC® is offered by The American College. To receive the ChFC® designation, you must successfully complete all courses in your selected program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures. Three years of full-time business experience is required for all Huebner School designations. The following activities meet the required business experience qualifications included in the ChFC® certification process. The Chartered Financial Consultant (ChFC®) designation is obtained by completing 6 core, 2 elective courses and a final exam for each course. As a prerequisite, the IAR must have 3 years of full time business experience within the 5 years preceding the awarding of the designation. This designation requires 30 hours of continuing education every 2 years. Chartered Life Underwriter (CLU®) – Year earned October 1995 This is an advanced insurance professional certification. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. The CLU® certification is a voluntary certification; no federal or state law or regulation requires financial planners or insurance counselors to hold the mark. To attain the right to use the CLU® marks, an individual must satisfactorily fulfill the following requirements: • Education – Complete an advanced college-level course of study on the insurance needs of individuals, business owners and professional clients. Courses include subject areas such as insurance planning, individual life insurance, life insurance law, fundamentals of estate planning, and planning for business owners and professionals; • Experience – Complete at least three years of related full-time business experience planning-related experience (or the equivalent, measured as 2,000 hours per year); • Ethics – Agree to be bound by the school’s Code of Ethics outlining the professional pledge and canons; • Continuing Education – Complete 30 hours of continuing education hours every two years to maintain competence and keep up with developments in the financial and insurance planning field. 43  Business Experience Firm Name and Title Dates 03/2019 – present Accel Wealth Management LLC Investment Adviser Representative 03/2019 – 09/2022 Brokers International Financial Services Registered Representative Ameritas Investment Corp Registered Representative 01/2003 – 03/2019 Premier Advisors Registered Representative 06/2002 – 11/2019 Manternach & Associates 06/2002 - present Item 3 – Disciplinary Information Mr. Manternach does not have any legal or disciplinary events to disclose. Mr. Manternach is not the subject of any pending legal, disciplinary or administrative proceedings. Item 4 – Other Business Activities Todd Manternach is licensed as an insurance agent in the State of Iowa. In this capacity Mr. Manternach will be paid commissions for the sales of fixed insurance products. A conflict of interest arises due to differences in the level of compensation received. You always have the option to purchase insurance products that he recommends through other unaffiliated insurance agencies or companies. General Client Conflict Resolution: Mr. Manternach addresses conflicts with his other business activities by doing the following: Mr. Manternach must disclose any potential or actual conflicts of interest when dealing with clients. Mr. Manternach is subject to the following specific obligations when dealing with clients: • The duty to have a reasonable, independent basis for his investment and other financial advice; • The duty to ensure that all investment and financial advice is suitable to meeting the client’s individual objectives, needs, and circumstances; and, • A duty to be loyal to clients. Item 5 – Additional Compensation Mr. Manternach may establish relationships with unaffiliated registered investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, Mr. Manternach may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisor’s disclosure brochures and referral disclosure statements. 44  Item 6 – Supervision Ms. Brass is the managing partner and Chief Compliance Officer and is responsible for monitoring the activities of the Adviser’s supervised persons. Ms. Brass’ telephone number is (319) 596-1101. Ms. Brass reviews all written client performance materials and newsletters prior to use. Ms. Brass discusses investment strategies and market conditions with the supervised persons on a regular basis. The supervised persons employed by the Adviser conduct all Client contact. The supervised persons of the Adviser receive the Adviser’s Investment Adviser Supervisory Manual and Code of Ethics and are asked to annually certify to their understanding of the material. Through an electronic environment, Ms. Brass is able to review client information, including client statements. 45  Investment Adviser Brochure Supplement Part 2B Jason Christopher Willenborg Accel Wealth Management LLC 5500 Fountains Drive NE, Suite 201 Cedar Rapids, Iowa 52411 (319) 447-9100 Website: www.accelwealthmanagement.com IARD/CRD Number: 5158178 April 30, 2025 This brochure supplement provides information about Jason Willenborg that supplements the Accel Wealth Management, LLC brochure. You should have received a copy of that brochure. Please contact Stacie Brass at 319-596-1101 if you did not receive Accel Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Jason Willenborg is available on the SEC’s website at www.adviserinfo.sec.gov. 46  Item 2 – Educational Background and Business Experience Jason Willenborg was born in 1971. Mr. Willenborg has no formal education after high school. He has passed Series 7, 63, and 66 securities license examinations. He also has Life and Health Insurance licenses. Business Experience Firm Name and Title Dates 03/2019 – present Accel Wealth Management LLC Investment Adviser Representative 03/2019 – 08/2020 Brokers International Financial Services Registered Representative Ameritas Investment Corp Registered Representative 09/2008 – 03/2019 Premier Advisors Registered Representative 09/2008 – 11/2019 Strategic Business Partners Registered Representative 01/2009 – 01/2010 Item 3 – Disciplinary Information Mr. Willenborg does not have any legal or disciplinary events to disclose. Mr. Willenborg is not the subject of any pending legal, disciplinary or administrative proceedings. Item 4 – Other Business Activities Registered Representative and Insurance Jason Willenborg is licensed as an insurance agent in the State of Iowa. In this capacity Mr. Willenborg will be paid commissions for the sales of fixed insurance products. A conflict of interest arises due to differences in the level of compensation received. You always have the option to purchase insurance products that he recommends through other unaffiliated insurance agencies or companies. General Client Conflict Resolution: Mr. Willenborg addresses conflicts with his other business activities by doing the following: Mr. Willenborg must disclose any potential or actual conflicts of interest when dealing with clients. Mr. Willenborg is subject to the following specific obligations when dealing with clients: • The duty to have a reasonable, independent basis for his investment and other financial advice; • The duty to ensure that all investment and financial advice is suitable to meeting the client’s individual objectives, needs, and circumstances; and, • A duty to be loyal to clients. Item 5 – Additional Compensation Mr. Willenborg may establish relationships with unaffiliated registered investment advisors that offer a variety of investment advisory programs and services that include asset management programs, separate account portfolio management programs, asset allocation programs, wrap fee programs, and financial planning services. If a client is referred to one of these unaffiliated registered investment advisors, Mr. Willenborg may receive referral fees from the unaffiliated registered investment advisors. These arrangements will be described in these unaffiliated investment advisor’s disclosure 47  brochures and referral disclosure statements. Item 6 – Supervision Ms. Brass is the managing partner and Chief Compliance Officer and is responsible for monitoring the activities of the Adviser’s supervised persons. Ms. Brass’ telephone number is (319) 596-1101. Ms. Brass reviews all written client performance materials and newsletters prior to use. Ms. Brass discusses investment strategies and market conditions with the supervised persons on a regular basis. The supervised persons employed by the Adviser conduct all Client contact. The supervised persons of the Adviser receive the Adviser’s Investment Adviser Supervisory Manual and Code of Ethics and are asked to annually certify to their understanding of the material. Through an electronic environment, Ms. Brass is able to review client information, including client statements. 48