Pivot Wealth Strategies, LLC Employee Directory

Financial ServicesIowa, United States0-1 Employees

We are privileged to serve people who feel strongly that the old way of conducting investment business no longer works, but still need financial guidance they can trust. We have a unique relationship with our clients and enjoy being included in their life and playing an active role in their pursuit of financial freedom—however they choose to define it. Integrity and accountability are paramount to our client’s success. Our passion is to help clients pursue their wealth objectives with savvy, thoughtfulness and perseverance. Our mission is to maximize our client’s hard earned assets using clearly articulated investment and planning tactics; this allows us to create a distinct, comprehensive wealth strategy to direct their financial future with confidence. "It's a difficult thing to envision an 'elite' advisor with every answer; it's easier to imagine a team of specialists working together." Chris Uglum & Ben Nelson may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, GA, IA, IL, KS, ME, MN, MO, NC, NE, SD, TN, TX, VA, WA, NM. Securities & Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA & SIPC, please refer to the website section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. http://www.FINRA.org http://www.SIPC.org.

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