Jim Wilterdink- Financial Advisor Runnells, IA

Home > Financial Advisor Directory > iowa > runnells

About Jim Wilterdink

At 360 Financial Planning Group, our mission is to empower individuals and families to achieve their financial aspirations with confidence and clarity. Guided by a commitment to knowledge, integrity, and personalization, we provide a steadfast partnership that brings value beyond measure.

We believe that financial success begins with a foundation of expert knowledge. Our team of dedicated advisors and partners brings years of experience and a deep understanding of intricate financial landscapes to every client relationship.

Integrity is the heart of our practice. We strive to operate with unwavering transparency and ethical conduct, placing our clients' best interests above all else. Through clear communication and individualized advice, we build relationships grounded in mutual respect and confidence.

Our approach is as unique as each individual we serve. We recognize that no two financial journeys are alike, and thus we tailor our financial plans to address the distinct needs and aspirations of every client. By forging a collaborative partnership, we craft comprehensive strategies that encompass every facet of your financial well-being.

With a financial advisor by your side, you gain more than just financial guidance you gain a dedicated advocate for your future. We are committed to guiding you through life's changes, ensuring that your financial plan remains aligned with your evolving goals. Our goal is to provide you with the fortitude that comes from knowing you have a knowledgeable and caring ally, ready to navigate the complexities of finance on your behalf.

At 360 Financial Planning Group, we firmly believe that financial freedom is within reach for everyone. With our expertise, integrity, personalization, and unwavering support, we strive to make that belief a reality for each and every client we have the privilege to serve.

Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profi or protect against loss.

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

Compliance

Qualifications & Membership

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

James Wilterdink is a registered representative with, and securities and investment advice offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). 360 Financial Planning Group is a separate entity from LPL Financial.

Inquire With Jim

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Jim Wilterdink

360 Financial Planning Group