LPL Financial West Des Moines

Our team includes (from left to right) Roger Jones, Dan Trerotola, David Sommers and Jeff Harrold.

 

Each of our team members have decades of experience and are ready to help you reach your financial goals.

We have developed investment models that are based on risk tolerance.  We can work with you to determine your risk score and match you with one of our models.  You can start the process by clicking the Risk Analysis button above.

Also, click the Financial Planning button to look into a customized financial plan*.

 

If you are an employer looking for fiduciary service and employee outcome reporting, click the For Business Owners button.

 

 *Financial planning offered through LPL Financial, a registered investment advisor.