WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Urbandale, Iowa. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Urbandale, Iowa|
|Financial Advisor||Office Location||Phone Number|
|Brian Hood, CFP
Legacy Financial Group
6000 Grand Ave,
Des Moines, IA 50312
1245 Jordan Creek Parkway,
West Des Moines, IA 50266
Five Talents Financial
1441 29th Street,
West Des Moines, IA 50266
Series 6, 7, 24, 63, 65
Fee-Based, Based on Assets, Flat Fee
6000 Grand Ave,
IA 50312 Phone Number (515) 2553306
Brian J. Hood is the Founder and Principal of Legacy Financial Group. He has worked extensively in the field of financial planning and investment management. A dedicated financial professional since 1988, Brian speaks of his work with enthusiasm: "What we offer at Legacy is an organized process built around your financial goals." The objective is to help you work toward your goals through proper management of your cash flow, taxes, investment, and insurance. As independent financial consultants, we take great pride in our independence when it comes to investment selection and investment philosophy. We truly work for our clients. Brian is a noted speaker and is routinely invited to conduct education workshops for major employers and their employees throughout Iowa. For relaxation, Brian enjoys spending time with his family and participating in many outdoor activities. He resides just outside the greater Des Moines area with his wife, Kim, and daughters, Beth, Grace, and Emma.
OUR PHILOSOPHY "We inspire people to create the life they want, on their terms." Our goal at Legacy is to provide our clients with the comfort and confidence in knowing that their financial future is healthy. Education is the backbone of our practice, and we take pride in helping people learn in an easy to understand and lasting way. We are dedicated to ensuring an exceptional customer experience, which has been proven by the trust our clients have placed in us through the business and referrals they have given. Our Legacy family looks forward to serving your needs today! Our desire is to inspire people to create the life they want on their terms. This is what motivates us to do what we do. As independent financial advisors, we take great pride in our freedom of thought when it comes to investment selection and investment philosophy. Our integrative approach enables us to work with our clients and for our clients. Our business is built upon the following bedrock beliefs, and everyone who works at Legacy embodies these beliefs. We do not see them as words on a page, but descriptors of the way we conduct business and live our lives. Trust: Our clients and colleagues can simply count on the fact that we aim to do the right thing by them. We seek to make choices that are in their best interests and earn this trust through demonstration.
Series 6, 7, 63, 66
Fee-Based, Based on Assets, Commissions
1245 Jordan Creek Parkway,
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.
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.
Series 7, 10, 24, 63, 65
Fee-Based, Based on Assets
1441 29th Street,
West Des Moines,
IA 50266 Phone Number (515) 2263483
Ed's business is one in which he strives to help people pursue their dreams. Financial planning is the vehicle used to help provide that opportunity. The reality is most dreams have a financial component. Whether someone dreams of buying a new car, retiring early, or spending more time pursuing a passion, a financial plan is necessary if the dream is to be accomplished. Clients dreams provide a rare insight into their philosophy about life and money, and in turn, empower Ed to manage their money while striving to increase the possibility of attaining those dreams. Ed has worked as a financial professional for 29 years, in roles from registered representative to branch manager to president of his own firm. All these experiences have taught Ed that everyone he works with is unique and deserving of a financial plan specifically designed to pursue their goals. Firmly believing that learning should never stop, Ed takes every opportunity he can to increase his knowledge to better serve his clients. He takes this belief in education and applies it to his clients as well, taking time to make sure they understand the actions and solutions that make up their plan. Ed specializes in helping individuals manage their 401(K) through the use of Self-Directed Brokerage Accounts. These accounts give investors more choices and flexibility in investing their retirement funds, hopefully allowing a more tailored approach to the portfolio in order to more closely match their needs.
Our mission is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long- term relationship and be seen as their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?