Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
179 days old
General
Location
Fort Dodge, IA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,500,000.00
Gross Revenue
$25,000.00
# of Accounts
30
Avg Client Age
45
Overview

I am a young independent advisor looking for potential opportunities in the state of Iowa. One of my main focuses is financial planning. I help provide investment and insurance advice pertaining to clients' current goals, and the goals they desire in retirement. I have my Series 7 license and my Series 66 license, along with my Iowa Life & Health Insurance licenses.

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