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Featured Business Financial Advisor in Hiawatha, IA
Hiawatha Financial Advisors
WinnerLynk Advisory Group
1327 Boyson Rd
Hiawatha, IA 52233
(319) 730-7526
“Wealth: Define It...Build It...Keep It... Pass It On!!”
Advisor Profile
Jan Beal, CFP Financial Advisor
Name:  Jan Beal, CFP Financial Advisor
Phone Number:  (319) 730-7526
Website:  Visit Website

About WinnerLynk Advisory Group

Winner Lynk Advisory Group is a comprehensive financial services
and wealth management firm dedicated to providing insight and
solutions that assist our clients in their pursuit of financial
independence and life goals.
Our mission is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources.
Each relationship begins with our commitment to learn about our
clients, their needs, and their ambitions. Only then can we perform the analysis necessary to recommend proper action steps.
 

General Information

CRD#:    1314647
States Licensed in:    AR, CA, CO, DC, FL, IA, IL, IN, LA, MD, MI, MN,
MT, NE, NM, OH, TN, WI
States Willing to do Business in:    Alburnett,Amana,Anamosa,Atkins,Blairstown,Cedar Rapids,Center Point,Central City,Coggon,Coralville,Ely,Fairfax,Homestead,Lisbon,Marion,Martelle,Mechanicsville,Middle Amana,Morley,Mount Vernon,Newhall,North Liberty,Norway,Palo,Quasqueton,Rowley,Ryan,Shellsburg,Solon,South Amana,Springville,Swisher,Tiffin,Urbana,Van Horne,Vinton,Walford,Walker,Watkins,Eastern Iowa
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    20
Work Experience:    30 Years of Experience
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Investment Advisory, Stocks, Mutual Funds, Bonds, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Video Conference, Via email, At my office, At your office, At your home, Via phone
 

Qualifications & Memberships

Securities Licenses:    Series 63, Series 7
Insurance and Annuity Licenses:    Disability, Variable Annuity, Variable Life, Long Term Care, Life, Health, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA), WISE (Woman's Interactive Sales Exchange, Million Dollar Roundtable
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $75,000
Compensation Methods:    Based on Assets, Hourly, Commissions
Fee % Based on Assets:    .60 - 1.35
Hourly Rate:    $185.00
Additional Details on Charges:    Fees are explained to clients and an estimate
of financial planning services is provided to
our clients at the time services are agreed to.
There is a minimum of 4 hours for financial
planning services. Hourly rates apply to
financial planning services only.

Investment advisory fees consists of a program
fee and consultant fee. The consultant fee may
be negotiable within limits by the client and
the consultant. Please refer to the Investment
Management Agreement and Securian Financial
Services' client disclosure brochure for a full
description of fees.

Financial Planning cost may be higher for more
complex cases.
Minimum Fee Charged for Hourly Planning Accounts:    $740.00
 
 
 
Prepared By: Jan Beal, CFP Financial Advisor

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