Joel Magruder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Partners Group, Inc. in West Des Moines, IA and the surrounding communities.
Financial Advisor Overview
Joel Magruder founded Financial Partners Group as a “team based” financial services firm. Its mission is to bring the highest level of advice to clients in all areas of their financial lives.
He has completed certification and earned the following designations: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor SM (CRPC), Accredited Investment Fiduciary (AIF), Chartered Life Underwriter (CLU), Chartered Advisor of Senior Living (CASL), Chartered Leadership Fellow (CLF), Life Underwriter Training Council Fellow (LUTCF), and Certification in Long Term Care (CLTC). Joel earned a Bachelor of Science from Iowa State University in 1988. He started in the financial services industry in 1989. Joel holds Series 7, 65, 63, and 24 securities registrations and is licensed for life, accident, health, property and casualty, and variable contracts.
Joel is active in the financial services industry and is a member of Financial Planners Association and the Top of the Table with the prestigious Million Dollar Round Table and has earned numerous industry and professional awards, acknowledgements and recognition.
The firm and Joel provide financial education to people throughout the United States through one-on-one planning, webinars and corporate workshops. Mr. Magruder has been a frequent speaker and writer on financial planning, motivation, and culture.
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