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:||Individual Investors , Non-Profit Organizations , Businesses|
|Investment Types:||Investment Advisory , Stocks , Mutual Funds , Bonds , Annuities , Insurance , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference , Via email , At my office , At your office , At your home , Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Variable Annuity , Variable Life , Long Term Care , Life , Health , Annuity|
|Financial Organization Memberships:||Financial Planning Association (FPA) , WISE (Woman's Interactive Sales Exchange , Million Dollar Roundtable|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$75,000|
|Compensation Methods:||Based on Assets , Hourly , Commissions|
|Fee % Based on Assets:||.60 - 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. Hourly rates apply to
financial planning services only. |
Investment advisory fees consists of a program fee and consultant fee. The consultant fee may be negotiable within limits by the client and the consultant. Please refer to the Investment Management Agreement and Securian Financial Services' client disclosure brochure for a full description of fees.
Financial Planning cost may be higher for more complex cases.
|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.
Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. member FINRA/SIPC. WinnerLynk is independently owned and operated. ADTRAX 2149688 DOFU 07/2018
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.
|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|
|Center Point||Central City|