Greater Iowa Advisors
Schedule an appointment today with Jim Wilterdink. Jim is Greater Iowa's licensed financial professional through LPL Financial*, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.
- Financial Planning
- Estate Planning
- Retirement Planning
- College Savings Planning
- Investment Management
- 401k Consultation and Management
Are you on track to meet your future financial goals?
The Guided Wealth Portfolios platform is a sleek investment solution that combines personal financial advice with robust technology to help you get the most out of your investments.
Jim Wilterdink, LPL Financial Advisor*
1.800.296.9064 | 515.956.3023 direct
* Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Greater Iowa Credit Union deposits and are not NCUA insured. These products are not obligations of Greater Iowa Credit Union and are not endorsed, recommended or guaranteed by Greater Iowa Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Greater Iowa Credit Union and Greater Iowa Advisors are not registered broker/dealers and are not affiliated with LPL Financial.