Business Description

Non-Biased Financial Planning.
No Loaded Mutual Funds.
No High Cost Annuities.
No High Cost Hidden Fees.
Professional Advice from an Independent.
References will be provided at your request.
From the heartland of Iowa, but we can serve
anyone in the United States.
Serving clients currently in seven states.
We will earn your trust.

General Information

Gender:

Male

Years of Experience in Financial Services:

Education

Academic Background

BA, History - Iowa State University. Graduated with Honors.

AA degree - Ellsworth Community College

Services

Investment Types:

Stocks Mutual Funds, Annuities, Real Estate

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Hourly Rate:

105

Additional Details on Charges:

Planning Fee is $105. per hour.

Prepared By:

Clark Grinde

Most Recent Update:

08/20/2008