Clinton E. Akerberg, Csric™ Email & Phone Number

Des Moines, Iowa Area

At WCG, we believe that wealth management is a comprehensive and ongoing process focused on preserving and managing all aspects of an affluent family's wealth. Planning forms the core of the process that places your interests first and considers important tax, risk management, asset management, estate and philanthropic goals in every decision made and action taken. If you are the owner of a privately-held business, our process also includes careful analysis to determine the effect business ownership can have on your personal assets.As your Personal CFO, your WCG wealth advisor serves as a dedicated resource for assembling and integrating your team of consultants, who form a comprehensive and cohesive unit for managing your wealth. Over the course of two decades, we have built strong relationships with professionals we believe to be among the industry’s best and brightest, including: institutional investment managers, tax advisors, trust officers, insurance providers, accountants, and banking professionals. **You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, investment management legal, banking, insurance or trust services. These entities and their services are not affiliated with LPL Financial and Wealth Consulting Group.

3705 Grand Ave Des Moines, Ia 50312

Des Moines, Iowa Area

I am committed to simplicity. So committed in fact, that I founded Disciplined Equities Management, also known as DE Management, on that very principle.Tired of seeing good people getting misleading or questionable financial advice, I saw the need for a different kind of financial advisor. Through DE Management, I am bringing back investment clarity and the fundamentals of investing, where clients understand what they're invested in and why they're investing. My tireless commitment to excellence ensures I won't stop until I see results. A Lawrence, KS native, I graduated from Iowa State University with a double major in International Business and Finance. I quickly put down roots in Des Moines and have worked closely with the Susan G. Komen and Greater Des Moines Community Foundations, in addition to spending several years coaching for the Vision Soccer Academy. When I am not working, I enjoy spending time with my favorite four-legged friend, a white golden retriever named Brinkley, as well as on the water-sailing, spearfishing and scuba diving. While Brinkley hasn't yet mastered the art of scuba, I am sure it's only a matter of time. Cheers!Securities offered through LPL Financial, Member FINRA/SIPC: For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, DE Managment and Disciplined Equities Management are separate entities from LPL Financial. 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.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, IL, IA, KS, MO.

Chartered Sri Counselor - Csric®, Sustainable Investing

The Chartered SRI Counselor, or CSRIC® program, is a designation program for financial professionals. This program provides experienced.

Bachelor Of Science (Bs), Finance, International Business

Activities and Societies: Delta Tau Delta