Jerry Schwaller

Jerry Schwaller

Wealth Management Advisor

  • CLU®
  • CASL®
  • CAP®
  • AEP®
  • CFP®
FINRA BrokerCheck
1245 Jordan Creek Pkwy, Suite 200
W Des Moines, IA 50266
515-697-4651 Visit my website

About my practice

For 19 years, I have focused on creating a holistic planning process. I ensure my clients feel secure with their entire financial plan. In addition to looking at each financial milestone, I also explore the legacy plan for each client. With this holistic approach, I can determine my client’s needs. I come to work today because of these meaningful relationships I have developed.

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