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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Story City
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
1
non-vetted advisors in your local area. These financial advisors in
Story City, Iowa
have an average of
11
years of experience.
NOTE: The list of financial
advisors in
Story City, Iowa
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Story City, Iowa.
| Qualified Financial Advisors in Story City, Iowa | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Jason Thrap
CFP®, ChFC®, WMCP®, ChSNC®, RICP®, CASL®, CLU® NORTHWESTERN MUTUAL 1245 Jordan Creek Parkway, Suite 200, West Des Moines, IA 50266 |
11 | Not Specified | 250000 | Fee-Based |
Qualifications
CRD# 5072964
Firm CRD# 2881
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions
Office Location
1245 Jordan Creek Parkway,
Suite 200,
West Des Moines,
IA
50266
Phone Number
515-697-4680
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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Edward Jones Inquire with Edward |
522 Broad Street, Story City, IA 50248 | 515-733-5113 |
Grow your AUM with pre-qualified leads!
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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?
