Financial Services - Top 5 Companies Des Moines IA

Financial Services - Top 5 Companies in Des Moines, IA. Find phone numbers, addresses and information about Financial Services - Top 5 Companies in Des Moines.

Wayne Van Heuvelen
Horizon Consulting & Investment Services, Inc.
(515) 252-0796
2400 86th Street, Suite 19
Urbandale, IA
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Hourly Financial Planning Services, Tax Planning, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, JD, MA

Johnne Syverson
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AEP, CAP, CFP®, ChFc, CLU, MSFS

Walt Mozdzer
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Mathew D. Stagner, CFP®
(515) 421-7888
711 High St
Des Moines, IA
Firm
Principal Mutual Funds

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Mr. Anthony J. Mauro, CFP®
(515) 883-1955
2611 Ingersoll Ave
Des Moines, IA
Firm
Tax Doctor, Inc.

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David Strege
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Brian McKibban
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Kevin A Shires, CFP®
(515) 221-1133
3900 Ingersoll Ave Ste 300
Des Moines, IA
Firm
DM Kelly & Company
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Estate Planning, Investment Management, Retirement Planning, Wealth Management

Data Provided by:
Mr. William B. Elson, CFP®
(515) 255-3306
3705 Grand Avenue
Des Moines, IA
Firm
Spectrum Financial Services

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Mr. Patrick J. Franke, CFP®
(515) 255-9641
3520 Ingersoll Ave
Des Moines, IA
Firm
Edward D Jones & Company
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

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