LPL Financial West Des Moines

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

 We are ready to help you pursue your financial goals.  Give us a call to get started.

If you are looking for a investment strategy, we have developed investment strategies that are based on risk tolerance.  We can work with you to determine your risk score and match you with one of our strategies.  You can start the process by clicking the Risk Analysis button above or call us.

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

If you are an employer looking for 401(k) services, click the For Business Owners button.

 *Financial planning offered through LPL Financial, a registered investment advisor.Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results.