Clarity. Confidence. Structure.

As financial advisors, it is our job to provide clarity, confidence, and structure to our clients' financial lives. While we work with a wide array of diligent savers, we provide the most value to individuals within 10 years of retirement (or retired) and their family members that will be a part of the legacy they wish to create. We feel we are in a unique position to help them make informed decisions that may improve their overall life balance.  Through our holistic, goals-based approach, we create long-lasting, deeply-engaging relationships that span generations.
BrainResized

2024 Forbes Best-In-State Wealth Management Team

For the second consecutive year, The Investment Consulting Group of Wells Fargo Advisors has been recognized as one of the best wealth management teams in Iowa


We are honored to announce that our team, The Investment Consulting Group of Wells Fargo Advisors, has been recognized as one of the Forbes Best-In-State Wealth Management Teams for the second consecutive year.

This accolade represents an impressive list of just 29 teams throughout the entire state of Iowa that come to work with one goal on their minds – helping clients succeed. 

We are humbled to receive this award and see this recognition as a reflection of our ongoing commitment to always putting clients’ interests first.  We sincerely appreciate the opportunity to serve client wealth management needs and the trust they place in us to help ensure their short- and long-term investment goals.
The Forbes Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of investment advice and based solely on the disclosed criteria.
van and surfboards on beach

Thinking About Retirement?

This is a crucial point in one's life. Financial priorities shift. Cash flow and the security of that cash flow may become increasingly important. This is also the time many solidify the legacy they have dedicated their lives building. This includes legacy planning, gifting strategies, efficient wealth transfer, and pursuit of charitable aspirations. Click below to receive our 'Are You Ready to Retire' retirement checklist.

couple on boat at sunset

Uncertainty got you feeling uneasy about your investments?

A second opinion can help quiet your second-guessing.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, KS, MA, MD, MI, MN, MO, NC, ND, NE, OR, PA, TN, TX, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX