Bill Elson

Bill Elson Email and Phone Number

CFP® @ Legacy Financial Group
Des Moines, IA, US
Bill Elson's Location
Des Moines, Iowa, United States, United States
Bill Elson's Contact Details

Bill Elson personal email

n/a
About Bill Elson

Bill Elson is a Certified Financial Planner™ providing financial planning and investment advisory services since 1988. Bill is based in Des Moines, IA, with clients in over 30 states. His areas of practice include retirement planning, e-based financial planning, investment advice, estate planning, tax planning, risk management, and wealth management solutions.As a Registered Investment Adviser firm, we take great pride in our freedom when it comes to investment selection and investment philosophy. Our purpose is to inspire and empower you to create the life you want, on your terms. We endeavor to truly work for our clients.Disclosure: Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Adviser. Past performance is no guarantee of future returns. Securities offered through Brokers International Financial Services, LLC. Member SIPC. Legacy Financial Group and Brokers International Financial Services are not affiliated companies.

Bill Elson's Current Company Details
Legacy Financial Group

Legacy Financial Group

View
CFP®
Des Moines, IA, US
Employees:
8
Bill Elson Work Experience Details
  • Legacy Financial Group
    Cfp®
    Legacy Financial Group
    Des Moines, Ia, Us
    View
  • Legacy Financial Group
    Cfp®
    Legacy Financial Group Jan 1988 - Present
    Des Moines, Iowa, Us
    We help people make and execute financial decisions
    View
  • Vsr Financial Services
    Registered Representative
    Vsr Financial Services 1988 - Jul 2016

Bill Elson Skills

Investment Advisory Aams Series 63 Retirement Planning Retirement Iras Investments Series 7 Asset Managment Fixed Annuities Estate Planning Risk Management Wealth Management Strategic Financial Planning Registered Investment Advisor Certified Financial Planner Wealth Management Services Financial Advisory

Bill Elson Education Details

  • Iowa State University
    Iowa State University
    Bachelor Of Science (B.S.)
  • Iowa State University
    Iowa State University
    Agricultural Business

Frequently Asked Questions about Bill Elson

What company does Bill Elson work for?

Bill Elson works for Legacy Financial Group

What is Bill Elson's role at the current company?

Bill Elson's current role is CFP®.

What is Bill Elson's email address?

Bill Elson's email address is be****@****fin.com

What schools did Bill Elson attend?

Bill Elson attended Iowa State University, Iowa State University.

What skills is Bill Elson known for?

Bill Elson has skills like Investment Advisory, Aams, Series 63, Retirement Planning, Retirement, Iras, Investments, Series 7, Asset Managment, Fixed Annuities, Estate Planning, Risk Management.

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