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About Us
An integrated approach to retirement planning strives to lead to saving sooner, saving more and saving smarter. With offices in Iowa and Wisconsin, AssuredPartners Financial Advisors has the experience and resources to support a personalized, actionable, and measurable retirement readiness strategy.
As our top priority, we are proud to help our clients work toward their financial goals through the delivery of objective financial advice and customized solutions. Visit our website at www.ap-fin.com to learn about our Plan Sponsor Services, Employee Education Program, and our Individual Financial Planning Services.
As independent investment representatives, AssuredPartners Financial Advisors has partnered with the national independent brokerage firm of LPL Financial. We are also a member of the Global Retirement Partners Advisors Alliance, an elite group of retirement plan advisors throughout the country with a shared vision for delivering retirement industry best practices, and dedicated to positive advancement of the retirement plan landscape.
Securities offered through LPL Financial, Member FINRA (www.finra.org) and SIPC (www.sipc.org). Investment Advisory Services offered through AssuredPartners Financial Advisors, a Registered Investment Advisor. AssuredPartners Financial Advisors and LPL Financial are separate non-affiliated entities.
