Caleb Pearson Email & Phone Number

We are an independent, fee-based financial planning firm located in West Des Moines, Iowa. We are proud to be locally-owned and a part of the West Des Moines business community since 1997. As independent financial advisors, we are able to research the entire universe of financial products to find the best fit for your situation. Every financial plan we assemble is unique to your situation with personalized recommendations that make the plan practical to your life and circumstances.We have no client minimums and we never will.We offer a free one-hour consultation. You can use that hour however you'd like -- bring in your statements and ask questions, get a second opinion, get advice on your 401(k) investment options, etc.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Compass Financial Services, a registered investment advisor and separate entity from LPL Financial.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, PA, SD, TN, TX, VA, WA, WISpecialties: Custom-tailored financial plans and income-focused investment strategies. Comprehensive financial planning includes these elements: net worth analysis, retirement planning, investment analysis and advice, business planning, estate planning, education planning, insurance and risk analysis and cash flow management techniques.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Listed skills include Customer Service, Investments, Leadership, Public Speaking, and 6 others.

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  University Of Iowa

  Finance, General