Advisor at VisionX Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
VisionX Wealth Partners
Location
Fort Dodge, IA 50501
Credentials
Series 66
Industry experience
10 years
Up to $200 an hour for financial planning services
Account minimum: $100,000
Nielsen Financial Managemnet, LLC
2020 - Present (6 years)
Royal Alliance Associates, INC.
2018 - 2020 (2 years)
Sii
2017 - 2018 (1 year)
Ameritas Investment Corp
2014 - 2017 (3 years)
Fort Dodge Senior High School
2014 - Present (12 years)
First American BAnk
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®, Series 66
Fort Dodge, IA
Edward Jones
Series 66
Fort Dodge, IA
Edward Jones
Series 65
Fort Dodge, IA
Northwest Wealth Management, LLC
Series 63, Series 65
Fort Dodge, IA
BFC PLANNING, Inc.
ChFC®, Series 63
Fort Dodge, IA
SPC
Series 66
Fort Dodge, IA
LPL Financial
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