Business Description

We provide a comprehensive mix of financial planning and investment management services for investors looking to work toward objectives such as saving for retirement, financing a college education, estate planning, charitable, giving, and the like. Each investment portfolio or financial plan we construct is tailored to match an individual investor's risk tolerance and time horizon, using the broad variety of resources available to us via LPL Financial, one of the nation's largest independent broker/dealers (Based on total revenues, as reported in Financial Planning magazine, June 1996-2007).

In this day and age of rising costs and increasingly volatile markets, it is more important than ever to plan carefully for one's long term financial objectives, whatever they may be. Call or email us today if you would like to arrange a no-obligation consultation to see if our expertise can help you navigate your way through the cross-currents of today's financial markets.

*Securities and Financial Planning offered through LPL Financial, Member FINRA/SIPC*

General Information

Gender:

Male

CRD#:

1876353

Years of Experience in Financial Services:

Services

Investment Types:

Stocks Mutual Funds, Bonds, Stocks, Bond Mutual Funds, International Investments, Annuities

Qualifications & Memberships

Certifications, Accreditations & Designations:

Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Firm Information

Number of Advisors in Office:

100 - 999 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

1.5

Prepared By:

Joshua Iversen

Most Recent Update:

05/20/2008