CFP®, MBA, Series 7 Securities Registration,1 Series 66 Advisory Registration, † Life & Health Insurance License
As a CERTIFIED FINANCIAL PLANNER™ professional, Jim brings an extensive retirement income planning background to the team. He regularly writes a personal finance column for The Des Moines Register’s Business section and also co-hosts the popular WHO radio program, “Your Money,” with Bruce Helmer on occasion. Jim is a member of Ed Slott’s Elite IRA Advisor Group, which is one of the leading organizations in the country devoted to advanced retirement account taxation knowledge. He receives in-depth technical training in advanced retirement account planning strategies, estate planning techniques and new tax laws.²
A true scholar, Jim not only has a Master of Business Administration degree from Bowling Green State University, he also co-authored “What Consumers Look for in Financial Planners,” an article published in the academic journal Financial Counseling and Planning. He received a bachelor’s degree from the University of Minnesota. Jim has served as treasurer of the Midwest Board of the National Association of Personal Financial Advisors and chairman of the Financial Planning Association of Iowa. He is also very actively involved in the Greater Des Moines community.
In his free time, Jim enjoys reading, traveling and spending time with his wife Louisa, and two children, Philip and Molly.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Ed Slott Elite IRA Advisor Group is not affiliated with Wealth Enhancement Group or LPL Financial.
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
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