Rodney M. Loesch,  CFP<sup>&reg;</sup> - Financial Advisor

Rodney M. Loesch, CFP®

Financial Advisor

LifeGoals Strategies Group

1741 NE Douglas St, Suite 100
Lee's Summit, MO 64086
FINANCIAL ADVISOR'S WEBSITE
(816) 548-4113

General

Rodney Loesch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LifeGoals Strategies Group in Lee's Summit, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - CDFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Job Loss, Insurance, Retirement, Succession Planning, Long-term Care, Sudden Wealth

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