Financial Services - Top 5 Companies West Des Moines IA

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

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

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

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

Mr. Kent A. Kramer, CFP®
(515) 226-9000
1001 Grand Ave
West Des Moines, IA
Firm
Foster Group
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Richard Frank Mokosak, CFP®
(515) 223-5404
1025 Ashworth Rd
West Des Moines, IA
Firm
Agnew Mokosak Group

Data Provided by:
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®

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. Edward W. Green, CFP®
(515) 226-9000
1001 Grand Avenue
West Des Moines, IA
Firm
Foster Group
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Medical/Dental Professionals

Data Provided by:
Mr. James L. Agnew, CFP®
(515) 221-1100
1025 Ashworth Rd Ste 180
West Des Moines, IA
Firm
Agnew Mokosak Group
Areas of Specialization
Retirement Planning, Tax Planning, Tax Preparation

Data Provided by:
Mr. Steven A Conard, CFP®
(515) 327-1020
5015 Grand Ridge Drive
West Des Moines, IA
Firm
Compass Financial Services
Areas of Specialization
Comprehensive Financial Planning, Debt Management, Investment Management, Retirement Income Management, Retirement Planning, Social Security Planning, Unemployment Issues
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

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