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Qualifications of Financial Advisor in Story City

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Financial Advisors in Story City, Iowa
Financial Advisor Office Location Phone Number
Matthew Kitzman,
Financial Engines Advisors, LLC
4825 EP True Parkway Suite 108,
W Des Moines, IA  50265
(515) 223-0322
Jason Thrap,
Northwestern Mutual
1245 Jordan Creek Parkway,
West Des Moines, IA  50266
(515) 697-4680
Wealth Enhancement Group,
Wealth Enhancement Group
1056 Jordan Creek Pkwy,
W Des Moines, IA  50266
(515) 224-1770

Information on Qualified Financial Advisors in Story City

Qualifications CRD# 4474159
FirmCRD# 104510
Series 7, 31, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 4825 EP True Parkway Suite 108,
W Des Moines,
IA 
50265
Phone Number (515) 2230322

Joined Financial Engines in 2014. Began his career in the financial services industry in 2001. Successfully completed the Series 7, 31, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Served in the Armed Forces from 1994 to 1999. Attended Metro Community College in Omaha. Matthew enjoys participating in recreational sports and various outdoor activities.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5072964
Series 6, 7, 63, 66


Office Location 1245 Jordan Creek Parkway,
Suite 200,
West Des Moines,
IA 
50266
Phone Number (515) 6974680

Jason currently lives in Waukee with his wife, Elise, and their five young children Charlene, Carter, Caelyn, Carissa, and Coen. Hobbies: Jason is an avid runner and has competed in many marathons throughout the Midwest. He also enjoys golfing, fishing, camping, tennis, and spending time with his wife and children.

About Northwestern Mutual

Areas of Expertise Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future. Financial Planning Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes. Retirement Planning Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams. Investment Strategies Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.



Office Location 1056 Jordan Creek Pkwy,
Suite 224,
W Des Moines,
IA 
50266
Phone Number (515) 2241770

Corporate History / Background Back in 1997, four financial advisors sharing office space discovered they also shared a critical belief: the financial services industry needed a better way to provide advice to clients. They were passionate about that truth. They had complementary skills in financial advice, technical expertise, relationship management and operations that enabled them to translate their passion into action. From those shared beliefs, Wealth Enhancement Group was born. This new approach to financial services put clients first. It made clients long-term partners in planning their own futures based on their values and goals, so that they understood why they owned the investments they did. It ensured our firm's advice would always be in their best interest. Like all good ideas, Wealth Enhancement Group has branched, adapted, and grown as new people work on it. But more than 20 years later, the basics remain. We believe independence from Wall Street, and a client-centered approach to financial services, are good for clients. We believe a team-of-specialists methodology delivers better results than a single financial advisor can offer. And we believe the long-term partnership we create with clients gives them confidence about their financial future.

About Wealth Enhancement Group

At Wealth Enhancement Group, we simplify your financial life through our team-based approach, enabling you to make more confident decisions and be less stressed about managing your wealth. With expertise in six key areas of wealth management, our Roundtable team helps ensure your financial life is examined from all angles: financial planning, tax strategies, investment management, retirement income planning, insurance, and estate planning. You get all the specialized knowledge you need, all through one point of contact. Join us today and rest in the comfort of knowing your entire financial life is unified, simplified and under control.



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