Shelley K. Magnani,  CFP<sup>&reg;</sup> - Financial Advisor

Shelley K. Magnani, CFP®


Registered Principal

LPL Financial

414 S. 17th Street, Suite 102
Ames, IA 50010

LPL Financial

1728 Central Avenue
Fort Dodge, IA 50501
(515) 232-0228 CONNECT WITH Shelley
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Shelley Magnani is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Ames, IA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65, 66

Designations & Certifications

  • Other - Master Planner Advanced Studies (MPAS)

Insurance Licenses

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

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Women's Finances


Helpful Financial Planning Resources