Financial Advisor | Retirement Planning
CurrentOffice address: 1200 Valley West Dr., Suite 502, West Des Moines, IA 50266
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Jeff Baker - Expedition Wealth Management is listed as Financial Advisor | Your guide on life's financial journey at Expedition Wealth Management, a with 5 employees, based in West Des Moines, Iowa, United States. AeroLeads shows a work email signal at expeditionwm.com and a matched LinkedIn profile for Jeff Baker - Expedition Wealth Management.
Jeff Baker - Expedition Wealth Management previously worked as Financial Advisor | Retirement Planning at Expedition Wealth Management and Annuity Specialist, Wholesaler at Woodmenlife. Jeff Baker - Expedition Wealth Management holds Master Of Business Administration - Mba, Finance from University Of Nebraska At Omaha.
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Office: 515.777.2041 | jeff@expeditionwm.comI am dedicated to helping my clients find the best possible solutions to benefit them and their loved ones in the future. With 16 years in the financial services industry, I have mentored insurance agents, advisors and managers to ensure they have the knowledge and resources to adequately take care of their clients. In 2009, I moved to the Des Moines area and have been helping clients in central Iowa make the most of their retirement. I am committed to helping clients feel good about their retirement strategies and long-term income goals.Our services Retirement income planning Retirement plans (IRA/Roth/457(b)/403(b)/TSP) Annuities Life insurance 401(k)s Mutual funds Long term care Social security planning Investment strategiesMy goal is to help individuals and families feel confident about their financial future. Email me today at jeff@expeditionwm.com or call our office at 515-777-2041 to learn more.Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.
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West Des Moines, Ia
Office address: 1200 Valley West Dr., Suite 502, West Des Moines, IA 50266
Other employees you can reach at expeditionwm.com. View company contacts for 5 employees →
Allison Jensen
Colleague at Expedition Wealth ManagementDes Moines, Iowa, United States
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Emily Block
Colleague at Expedition Wealth ManagementDes Moines, Iowa, United States
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Angie Mccormick
Colleague at Expedition Wealth ManagementDes Moines Metropolitan Area, United States
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Stacey Crandall
Colleague at Expedition Wealth ManagementAltoona, Iowa, United States
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Dylan Lang
Colleague at Expedition Wealth ManagementJohnston, Iowa, United States
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MBA - Finance Specialization
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Jeff Baker - Expedition Wealth Management works for Expedition Wealth Management.
Jeff Baker - Expedition Wealth Management is listed as Financial Advisor | Your guide on life's financial journey at Expedition Wealth Management.
AeroLeads has found 1 work email signal at @expeditionwm.com for Jeff Baker - Expedition Wealth Management at Expedition Wealth Management.
Jeff Baker - Expedition Wealth Management is based in West Des Moines, Iowa, United States while working with Expedition Wealth Management.
Jeff Baker - Expedition Wealth Management has worked for Expedition Wealth Management, Woodmenlife, and Mutual Of Omaha.
Jeff Baker - Expedition Wealth Management's colleagues at Expedition Wealth Management include Allison Jensen, Emily Block, Angie Mccormick, Stacey Crandall, and Dylan Lang.
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Jeff Baker - Expedition Wealth Management holds Master Of Business Administration - Mba, Finance from University Of Nebraska At Omaha.
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