William B. Elson,  CFP<sup>&reg;</sup> - Financial Advisor

William B. Elson, CFP®

Owner

Spectrum Advisory Services

3705 Grand Ave
Des Moines, IA 50312
FINANCIAL ADVISOR'S WEBSITE
(800) 616-4392
(515) 255-3306

General

William Elson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Spectrum Advisory Services in Des Moines, IA and the surrounding communities.

Financial Advisor Overview

We help our clients make wise financial decisions in all disciplines of financial planning.

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Financial Advisor Experience

Financial Advisor since 1988 CFP since 1992.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources