Five Talents Financial Management Group LLC

Scott Barsness is a financial advisor with Five Talents Financial Management Group LLC in West Des Moines, IA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Barsness previously worked at Wells Fargo from 2011 to 2019 before joining Five Talents Financial Management Group and LPL Financial LLC in 2020. Five Talents Financial Management Group advises individuals, including high-net-worth clients, as well as profit-sharing and pension plans, corporations, and trusts. The firm manages approximately $210 million in discretionary assets for over 1,000 clients, offering wealth management, financial planning, and qualified retirement plan services through a combination of analytical techniques and both short- and long-term investment strategies.

Herbert Modglin is a financial advisor with Five Talents Financial Management Group LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Five Talents since 2020 and has prior experience at LPL Financial and VisionPoint Advisory Group. Modglin is also licensed as an insurance agent, soliciting life and term insurance. Five Talents Financial Management Group advises individuals, including high-net-worth clients, as well as profit-sharing and pension plans, corporations, and trusts. The firm manages approximately $210 million in discretionary assets and employs a Wealth Management Program that combines various analytical techniques and both short- and long-term strategies, serving a high client load with standardized processes and offering retirement plan education and support.

Donald Boyd is a financial advisor with Five Talents Financial Management Group LLC in Medford, OR, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Five Talents since 2020 and has worked with LPL Financial LLC since 2000. Five Talents Financial Management Group advises individuals, including high-net-worth clients, as well as profit-sharing and pension plans, corporations, and trusts, providing wealth management, financial planning, and qualified retirement plan services. The firm manages approximately $210 million in discretionary assets for over 1,000 clients and employs a mix of analysis techniques and both short- and long-term strategies through its Wealth Management Program.

Gregory Bendinger is a ChFC® credentialed financial advisor with 16 years of industry experience, currently practicing at Five Talents Financial Management Group LLC in West Des Moines, IA. He has been with Five Talents since 2020 and has also worked with LPL Financial LLC since 2013. Outside of his advisory role, he serves as a Staff Sergeant in the Iowa Air National Guard. Five Talents Financial Management Group advises individuals, corporations, and retirement plans, managing approximately $210 million in discretionary assets. The firm employs a mix of analytical techniques and both short- and long-term strategies, delivering advice through a Wealth Management Program that includes investor profiling and limited discretionary trading authority.

Jeff Jergens is a financial advisor with Five Talents Financial Management Group LLC in West Des Moines, IA. He holds a Series 66 designation and has 12 years of industry experience. His work history includes roles at Five Talents Financial Management Group since 2020, LPL Financial since 2014, and Jergens Investments, Inc. since 2013. Five Talents Financial Management Group advises individuals, including high-net-worth clients, as well as profit-sharing and pension plans, corporations, trusts, and other entities. The firm offers wealth management, financial planning, and qualified retirement plan services, managing approximately $210 million in discretionary assets for over 1,000 clients.