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Text Content

Schedule an Appointmentpowered by Calendly
Menu


 * Home
 * About 
   * Our Mission
   * Our Team
   * Useful Links
 * What We Do 
   * Investment Management
   * Comprehensive Financial Planning
   * 401(k) Advisory Services
   * Products & Services
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
 * Tools 
   * Glossary
   * Tax Resources
 * Contact 
   * Schedule A Meeting




DEDICATED TO YOUR SUCCESS

Imagine your finances are a jigsaw puzzle. Even if you have all the pieces, you
may struggle putting them together. We'll help you organize your financial life,
address your entire financial landscape, and continually monitor your progress
as you work toward your goals.



DEDICATED TO YOUR SUCCESS

Imagine your finances are a jigsaw puzzle. Even if you have all the pieces, you
may struggle putting them together. We'll help you organize your financial life,
address your entire financial landscape, and continually monitor your progress
as you work toward your goals.



DEDICATED TO YOUR SUCCESS

Imagine your finances are a jigsaw puzzle. Even if you have all the pieces, you
may struggle putting them together. We'll help you organize your financial life,
address your entire financial landscape, and continually monitor your progress
as you work toward your goals.



DEDICATED TO YOUR SUCCESS

Imagine your finances are a jigsaw puzzle. Even if you have all the pieces, you
may struggle putting them together. We'll help you organize your financial life,
address your entire financial landscape, and continually monitor your progress
as you work toward your goals.



DEDICATED TO YOUR SUCCESS

Imagine your finances are a jigsaw puzzle. Even if you have all the pieces, you
may struggle putting them together. We'll help you organize your financial life,
address your entire financial landscape, and continually monitor your progress
as you work toward your goals.




YOUR GOALS ARE BUILT INTO THE PLAN


INVESTMENT MANAGEMENT

We are a process-driven firm, not a product-driven one. We craft individualized
strategies for each and every one of our clients.


COMPREHENSIVE FINANCIAL PLANNING

To help you reach your goals, we provide feedback among all aspects of your
financial life to help you see the bigger picture.


401(K) ADVISORY SERVICES

Consider us to be an added benefit to your business. We can help you decide what
kind of retirement package to offer your employees, as well as execute that
plan.




ACCOUNT LOGIN

For help logging into any of these, please contact us.


EQUIPT

eQuipt provides you access to your Pershing investment account anytime of the
day. This is also where you need to go to turn on your Paperless settings.

eQuipt


EMONEY

This is an aggregation tool that allows you to see any account you are able to
link online – from your securities that we manage to your home mortgage. It can
give you an entire view of where you are sitting financially.

eMoney


ONEVIEW

Here is your access to view reports and performances of all of your accounts
under our management.

OneView


MORNINGSTAR

Use this portal to view your accounts that are managed by Morningstar. You have
access to view balances and account performance on this website.

Morningstar


ASSETMARK

This platform provides you with up-to-date information on your AssetMark account
like statements and tax documents.

AssetMark



TELL US HOW WE CAN HELP YOU TODAY

Name
Email
Address
Phone
Question
Send
Thank you!
Oops!





WANT TO BE SMARTER WITH YOUR MONEY?

Join our mailing list and get news and info to support your financial goals.

First Name
Last Name
Email

Address


Thank you! Oops!

CONTACT

Office: (515) 832-1319

Fax: (515) 832-0319

1501 Superior Street

Webster City, IA 50595

Series 6, 63, 65, 7

Send an Email



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
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the California Consumer Privacy Act (CCPA) suggests the following link as an
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Copyright 2024 FMG Suite.



Andrew Hejlik offers securities and investment advisory services through Osaic
Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other
entities and/or marketing names, products or services referenced here are
independent of Osaic Wealth.  Osaic Wealth does not provide tax or legal
advice.  

This communication is strictly intended for individuals residing in the states
of AL, AZ, FL, IA, IL, IN, ME, MN, MO, NE, NJ, SD, and TX. No offers may be made
or accepted from any resident outside the specific states referenced.