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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
Name:  Jan Beal, CFP
Phone Number:  (319) 730-7526
Website:  Visit Website

About WinnerLynk Advisory Group

Financial success doesn't just happen; it's achieved with proper
preparation and commitment to sound financial strategies. Whether
you are building a personal financial program or a corporate
benefits program, the options facing you can be overwhelming.

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.

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. Our
mission is to educate clients so they understand their financial
picture, and implement solutions that match their priorities and
resources.
 

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
Work Experience:    I have been a financial planner since 1986.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Stocks, Annuities, Exchange Traded Funds (ETFs), Insurance, Bonds, Options & Futures, Mutual Funds
I can meet clients in the following ways:    Via email, Via phone, At my office, At your home, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified in Long-Term Care (CLTC)
Securities Licenses:    Series 7, Series 63
Insurance and Annuity Licenses:    Disability, Variable Life, Long Term Care, Variable Annuity, Life, Health
Financial Organization Memberships:    Million Dollar Roundtable, Financial Planning Association (FPA)
 

Firm Information

Advisor's Number of Clients:    150
Advisor's Number of Managed Clients:    80
Advisor's Number of Planning Clients:    150
 

Compliance

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

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $75,000
Compensation Methods:    Commissions, Based on Assets, Hourly
Fee % Based on Assets:    1.35
Hourly Rate:    $185.00
Minimum Fee Charged for Hourly Planning Accounts:    $740.00
 
 
 
Prepared By: Jan Beal, CFP

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