Graham
Jepsen

The Planners Professional Services, Inc

CRD#5310577
Investment Advisor
in West Des Moines, IA

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About this Advisor

Graham Jepsen is a financial advisor based in West Des Moines, Iowa. Currently an advisor at The Planners Professional Services, Inc, Jepsen has 12 years of practice as a registered advisor. Jepsen maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Jepsen can work with clients based out of Iowa. Jepsen has gained experience at Principal Life Insurance Company, Ing Financial Partners, Inc, Wealth Builders, Inc, Voya Financial Advisors, Summit Brokerage Services, Inc, Summit Financial Group Inc, The Planners Professional Services, Inc and Cetera Advisor Networks LLC. The Planners Professional Services, Inc is based out of West Des Moines, Iowa. None of the advisor firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1012 Grand Avenue
West Des Moines, IA 50265-3501

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The Planners Professional Services, Inc Brokerage Details

Total Number of Employees

2

IA Average: 166

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Investment Advisory Services

  • Financial planning services
  • Other

Graham Jepsen Work History

Graham has 13 years of experience.

2019 - Present (1 year)

Cetera Advisor Networks LLC

2018 - Present (2 years)

Summit Financial Group Inc

2018 - Present (2 years)

The Planners Professional Services, Inc

2018 - 2019 (1 year)

Summit Brokerage Services, Inc

2014 - 2018 (4 years)

Voya Financial Advisors

2012 - 2014 (2 years)

Wealth Builders, Inc

2010 - 2014 (4 years)

Ing Financial Partners, Inc

2007 - 2010 (3 years)

Principal Life Insurance Company

Disclosures

Graham Jepsen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at The Planners Professional Services, Inc

Graham Jepsen
West Des Moines, IA
David Mcnamara
West Des Moines, IA

This content was compiled from the SEC and FINRA.

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