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Edward Modglin

Five Talents Financial

1441 29th Street
Suite 310

West Des Moines, IA 50266
(515) 2263483

About Five Talents Financial

Our mission is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long- term relationship and be seen as their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

General Information

Firm Start Year

2003

No.of Employees

5-9

CRD#

2147334

Firm CRD#

6413

Years of Experience in Financial Services

29

Number of Years with Current Firm

5

Qualifications & Membership

Securities Licenses

Series 24, Series 63, Series 65, Series 10, Series 7

Insurance and Annuity Licenses

Health, Life, Variable Annuity, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Fee % Based on Assets

Negotiable

Education

Bachelor of Science - Economics with emphasis in Finance

Southeast Missouri State
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