I have been working with Edward Jones since 1994. After I spent 4 years on active duty as an Army Officer, I started a career with Edward Jones. However, in 1998, I found my talent of teaching and helping better served by becoming a product partner, helping financial advisors across several states with their businesses. This experience led me back to Edward Jones in March of 2018.
I believe that my job is to listen to my clients and find out what is important to them and take my years of experience to customize a strategy for their individual needs. It is my passion for helping others that I truly find rewarding.
I took from my military experience the duty to serve and help others. Throughout my career, I have found that matches well with the Edward Jones culture of putting our clients first. Edward Jones gives me the tools to place my clients' needs first, ensuring we have an ideal client experience.
I am active member of my church and community. I co-founded a non-profit in 2014 that provides financial support to Iowa families dealing with a blood cancer. I have also spent time on the National Advisory board for the Leukemia Lymphoma Society's Team in Training. During our spare time, my wife and I spend time participating in biking, running or triathlon events.
My years of experience allow me to work closely with my clients on a range of needs from retirement solutions, estate planning, life and long-term care solutions, and small business retirement plans as well as many additional areas. I work closely with both CPAs and attorneys to ensure my clients' needs are being met.
I welcome the opportunity to learn about you and your family and the financial priorities you have set. It all starts with a simple conversation - let's visit.
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Divorce Finances
- Retirement Income Strategies
- Entrepreneurs & Business Owners
My Personal Interests
Phone NumberLarry S Laughlin at (515) 462-1091
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