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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

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:    Non-Profit Organizations, Businesses, Individual Investors
 

Services

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

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

Firm Information

Advisor's Number of Clients:    960
Advisor's Number of Managed Clients:    500
Advisor's Number of Planning Clients:    450
Assets Managed by Advisor:    $60MM
 

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:    Hourly, Based on Assets, Commissions
Fee % Based on Assets:    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.
Minimum Fee Charged for Hourly Planning Accounts:    $740.00
 
 
 
Prepared By: Jan Beal, CFP

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