Jan Beal, CFP

Tel: (319) 730-7526
1327 Boyson Rd
Hiawatha, IA 52233

Wealth: Define It...Build It...Keep It... Pass It On!!

WinnerLynk Advisory Group | Financial Advisor in Hiawatha ,IA

About WinnerLynk Advisory Group

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.

30 Years of Experience



General Information
Firm Start Year:   1986
No.of Employees:   5-9
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


Services
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)


Firm Information
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


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   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
Hourly Rate:   $185.00
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



FAQs

  • Do you have a customer satisfaction or refund policy? Yes, if a client is not satisfied with the prepared financial plan, we will not collect a fee.
  • What are your qualifications? What is your education background? Jan has worked in the financial industry since 1979. As a Certified Financial Planner or CFP, Jan has taken extensive exams in financial planning, taxes, insurance, estate planning and retirement. Jan is registered as a Broker-Dealer Agent and Investment Advisory Rep and is able to buy/sell securities and is authorized to give investment advice to clients.
  • What is your approach to financial planning? I take a holistic approach to financial planning with the intention to determine first what a client's specific goals are and then determine what action items need to be implemented to enable the client to reach those goals. My primary goal is to education clients about the choices available and then discuss the pros and cons of various options.
  • What services do you offer? Almost all clients begin with a comprehensive financial plan although there are some exceptions. We have access to brokerage accounts, direct mutual fund investments, asset managed account or wrap accounts on several platforms and access to many insurance companies for insurance needs.
  • How many clients do you currently manage? Jan has approximately 150 active clients.
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Jan Beal, CFP

Jan Beal, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, CLTC

Biography


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.

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My Services


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.


Communities Served

Alburnett Amana
Anamosa Atkins
Blairstown Cedar Rapids
Center Point Central City
Coggon Coralville
Ely Fairfax
Homestead Lisbon
Marion Martelle
Mechanicsville Middle Amana
Morley Mount Vernon
Newhall North Liberty
Norway Palo
Quasqueton Rowley
Ryan Shellsburg
Solon South Amana
Springville Swisher
Tiffin Urbana
Van Horne Vinton
Walford Walker
Watkins Eastern Iowa

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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