About My Practice
We are a small, responsive, financial planning firm with over 40 years of experience.
At BIA it is our goal to enable and empower you to live your life's dreams.
We hold ourselves accountable to high moral and ethical standards and uphold your confidentiality with the utmost respect.
We focus on building long-term relationships and have achieved the privilege to serve many second and third generation clients.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 66
Insurance Licenses
Life insurance, Health/disability insurance, Property/casualty, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
VSR Financial Services
Broker-Dealer Disclaimer
Securities and Advisory Services offered through VSR Financial Services, Inc., A Registered Investment Advisor and Member FINRA/SIPC. Bodensteiner Investment Advisors is independent of VSR.
How Planner Charges
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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9 Plaza Dr
PO Box 287
Clear Lake
IA
50428
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9 Plaza Dr
PO Box 287
Clear Lake
IA
50428
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Select
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9 Plaza Dr
PO Box 287
Clear Lake
IA
50428
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