Jeff Harrold
AIF®, Accredited Investment Fiduciary®
A graduate of the University of Iowa, Jeff began his career in the financial services industry in 1990. He is dedicated to the attention and service of his clients. He holds the FINRA Series 7, 63 and 65 registrations held with LPL Financial . Jeff is an Investment Consultant of LPL Financial and has also been an Accredited Investment Fiduciary® (AIF®) since 2010. As an AIF®, Jeff works with his 401k clients in the ERISA 3(21) co-fiduciary capacity.