Investment Advisor: www.IWantAPlan.com
|
Company: www.IWantAPlan.com
Contact: Chad A. Fesler
3600 First AVE NE
STE 100
Cedar Rapids, Iowa, 52402
Phone: (800) 383-6590
Website: http://www.iwantaplan.com
Independent financial services website, specializing in 401(k) asset allocation, retirement income, and wealth management. Offering personalized financial resources tailored to your specific goals.
Serves Counties: Black hawk (IA), Des moines (IA), Dubuque (IA), Jasper (IA), Linn (IA)
License #: (5520017
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 1-5 Years
Designations:
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Mutual Funds
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $100,000
License Type: Series 7,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Securities offered through Cambridge Investment Research, Inc.,
a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Representative,
Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor.
Cambridge & Premier are not affiliated
|
|
|
