Iowa Financial Partners Employee Directory

Financial ServicesIowa, United States2-10 Employees

Iowa Financial Partners is a financial services firm based in Ankeny, Iowa, offering fiduciary-style financial planning and related advisory services. The team, consisting of three named planners, provides securities and investment advisory services through LPL Enterprise, an affiliated Registered Investment Advisor. While LPL Enterprise and LPL Financial are not affiliated with Iowa Financial Partners, the arrangement enables the professionals to discuss and transact with clients who are properly licensed in their resident states. The firm appears to operate on a small scale with a local focus, serving individual clients from its Ankeny location. The accompanying information notes that the associated financial professionals may only engage with residents of states where they hold proper registration or licenses, and highlights that third-party posts on the profile do not reflect the views or accuracy reviewed by LPL Enterprise.

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