Overview

We have 6 advisors and 1 office manager here in West Des Moines, IA. Our firm is approximately 30% group retirement plans and 70% individual accounts. We partner on the majority of our clients to provide a higher level of service and ideas. Always looking to add new professional advisors to our group and we are open to exploring partnerships and business succession opportunities.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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