Kyle Ver Woert, Equitable Advisors
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Check out LPL Financial Research's Weekly Commentary on the market: "Artificial Intelligence: The Antidote to Fed Policy?".
06/25/2024
When you retire, you'll still have expenses and no regular paycheck. Learn three important expenses for which you need to be prepared in retirement. Contact me to discuss how I can help you achieve your financial goals.
3 money steps to take now to avoid surprises when you retire Our experts answer readers' investing questions and write unbiased product reviews (here's how we assess investing products). Paid non-client
Check out LPL Financial Research's Weekly Commentary on the market: “Keep Calm and Clip Bond Coupons".
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05/09/2024
As a financial professional, I strongly believe in the importance of early savings. It's crucial to start planning for your child's education as soon as possible. College costs can be daunting, but with proper financial planning and foresight, you can provide your child with the invaluable gift of a debt-free education. I can help you explore various college savings options that can help you achieve this goal. By taking action now, you'll be setting your child up for a brighter future.
Check out LPL Financial Research's Weekly Commentary on the market: “The Ever-Changing Market Narrative".
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03/26/2024
"It's tax season, but don't let it stress you out. You can save money by taking advantage of the deductions and credits that are available to you. Remember to keep your documents organized to make the process as easy as possible. So don't worry, you can do it!
Check out LPL Financial Research's Weekly Commentary on the market: “A Busy (and Perhaps Historic) Week for Central Banks”.
03/14/2024
March is National Credit Education Month. Learn about responsible credit management to set yourself up for financial success. Contact me for help with creating a plan to achieve your financial goals.
Check out LPL Financial Research's Weekly Commentary on the market: “Gold Shines Brighter Than Ever".
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Check out LPL Financial Research's Weekly Commentary on the market: “Outlook for U.S. Economy Continues to Brighten”.
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12/26/2023
Get ready to take control of your finances! As we approach year-end, it's time to plan for a better financial future. Check out the article "5 Things to do with your money before the year end" to discover some tips. Need personalized guidance? Contact me to discuss how I can help you achieve your financial goals.
5 Things to Do With Your Money Before the Year Ends Set yourself up for a wealthier new year by following these time-sensitive tips from financial experts.Corey Olsen Standard financial advice says to
Check out LPL Financial Research's Weekly Commentary on the market: “Key Equity Themes for 2024".
Check out LPL Financial Research's Weekly Commentary on the market: “Discord in the OPEC + Oil Patch".
12/12/2023
As the year draws to a close, it's crucial to start on year-end financial planning. Maximize tax saving strategies, optimize investment opportunities, and set clear financial goals for the coming year. Don't navigate this alone - reach out to me for experienced guidance! Together, let's plan your financial well-being.
Check out LPL Financial Research's Weekly Commentary on the market: “Market Opportunities Amid an Economic Rotation".
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Our Story
I began my professional career as a futures trader in Chicago. I traded equity and Eurodollar derivatives through the Chicago Mercantile Exchange. If that sounds like a foreign language to you, don't worry, that's what everyone tells me. It was during my time in Chicago that I was tapped on the shoulder to begin building my own business in my hometown of Cedar Rapids, IA. I began grow my business as a financial consultant, based on helping people plan for retirement, unexpected life events, personal finance, and more. One year into my journey, I was tapped on the shoulder again to move into my current role. I have been awarded the opportunity not only to continue to assist my clients in accomplishing their dreams, but to recruit and teach others to do the same by following the processes I have used and have helped develop. Whether you are a recent/upcoming college graduate, career changers, or experienced financial professionals seeker new opportunity, AXA could be the perfect fit for you! If you are self motivated, entrepreneurial spirited, and enjoy working in an environment surrounded by like-minded individuals, give me a call or email me to discuss this opportunity.
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West Des Moines, IA
50266
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
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