I am a seasoned financial advisor with 20 years of experience, as well as five years of experience in the banking industry. Through my career, I have served as a partner and mentor to my clients, guiding them through life events and investment decisions, helping them to feel secure about their current financial situation and have confidence in the future.
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting before we agree on a strategy. Based on those conversations, we will work on the steps necessary to help you reach your long-term goals and help ensure you are staying on track.
My branch office administrators, Ness Strohmeyer and Danielle Hofer, and I strive each day to provide the most ideal client experience that we can. We are so fortunate to be able to serve the Pleasant Hill Community
My wife, Nicole, and I reside in Runnells along with our two kids and two dogs. Our daughter, Jordan, is a junior at Iowa State, and our son, Sam, is a junior at SE Polk High School. We spend time enjoying the great outdoors, including the woods surrounding our home, and working in the yard. When I have the chance to get out, I enjoy hunting, fishing and golf. The family and I also enjoy spending time with family and friends, ISU sporting events and participating/volunteering in local and community events. I have held several positions with the Pleasant Hill Chamber of Commerce, including Chamber president in 2009.
My education background includes a finance degree from Iowa State University as well as two professional designations:
• AAMS® Designation, The College for Financial Planning.
• CFP® Certification, The Certified Financial Planner Board of Standards, Inc
Give us a call or stop by the branch – we look forward to seeing you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
Phone NumberKarl P Ritland at (515) 266-8188
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