JimWilterdink- 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

CRD#

4933074

Firm CRD#

4933074

Insurance License#

8033031

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AL, AZ, AR, FL, IA, IL, MN, NE, OR, TX, UT, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Disability, Property, Casualty, Accident, Annuity, Health, Variable Annuity, Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

1.25-0.65%

Hourly Rate

$250.00

Additional Details on Charges

We offer a wide array of service 360 degrees of Financial advice. Please see www.360fpg.com Services & Fees.

Minimum Fee Charged for Managed Accounts

$1,500.00

Minimum Fee Charged for Hourly Planning Accounts

$250.00

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.

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