Winner Lynk Advisory Group is a comprehensive financial services
and wealth management firm dedicated to providing insight and
solutions that assist our clients in their pursuit of financial
independence and life goals.
Our mission is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources.
Each relationship begins with our commitment to learn about our
clients, their needs, and their ambitions. Only then can we perform the analysis necessary to recommend proper action steps.
|Firm Start Year:||1986|
|States Licensed in:||AR, CA, CO, DC, FL, IA, IL, IN, LA, MD, MI, MN, MT, NE, NM, OH, TN, WI|
|Number of Years with Current Firm:||20|
|Work Experience:||30 Years of Experience|
|I work with the following types of clients:||Non-Profit Organizations , Businesses , Individual Investors|
|Investment Types:||Annuities , Investment Advisory , Exchange Traded Funds (ETFs) , Mutual Funds , Stocks , Bonds , Options & Futures , Insurance , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office , Via email , At my office , At your home , Video Conference , Via phone|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Variable Life , Long Term Care , Variable Annuity , Life , Health , Annuity , Disability|
|Financial Organization Memberships:||Million Dollar Roundtable , WISE (Woman's Interactive Sales Exchange , Financial Planning Association (FPA)|
|Advisor's Number of Clients:||960|
|Advisor's Number of Managed Clients:||500|
|Advisor's Number of Planning Clients:||450|
|Assets Managed by Advisor:||$60MM|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$75,000|
|Compensation Methods:||Hourly , Based on Assets , Commissions|
|Fee % Based on Assets:||1.35|
|Additional Details on Charges:||
Fees are explained to clients and an estimate of financial planning services is provided to our clients at the time services are agreed to. |
There is a minimum of 4 hours for financial planning services.
|Minimum Fee Charged for Hourly Planning Accounts:||$740.00|
Jan is a Certified Financial Planner" professional. She previously worked in Florida as a para financial planner and as a manager in the banking industry Prior to moving back to Iowa in 1998.
As a native Iowan, the best gift Jan ever received is when she and her husband, Tom, agreed to move back to Iowa over 20 years ago. Jan and Tom have two children, whom they enjoy spending time with. And though she has had the privilege of traveling to many amazing places, Jan is just as content curled up in front of the fire with her dogs and a good book. Jan is known for her famous pumpkin bread; in fact, her daughter requested it be served at her wedding.
Her passion is caring for her clients and helping them achieve their financial goals. Jan is an excellent listener with high emotional intelligence, which enables her to identify and develop meaningful goals and objectives for her clients. Her mother always taught her to treat others how you want to be treated, and Jan lives out this advice daily as reflected in the close relationships she has with her clients.
As a financial advisor, Jan has served as President of WISE (Women s Interactive Sales Exchange) for five years and has qualified for MDRT Court (Millon Dollar Roundtable Court) for the past 13 years.
Financial Advice & Consulting
Our core values lead us in all that we do, including how we interact with our clients, other professional advisors and our communities.
Financial Planning for Individuals
We are a comprehensive financial services and wealth management firm Dedicated to providing insight and solutions that assist our clients in their pursuit of financial independence and life goals.
Investment Management & Advice
Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Only then can we perform the analysis necessary to recommend proper action steps.
|Center Point||Central City|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|