Telford A. Lodden,  CFP<sup>&reg;</sup> - Financial Advisor

Telford A. Lodden, CFP®

CPA, CVA, ABV

Brooks Lodden, P.C.

BerganKDV, 12100 Meredith Dr Suite 200
Urbandale, IA 50323
(515) 727-5700

General

Telford Lodden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Brooks Lodden, P.C. in Urbandale, IA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - MBA,CVA,ABV, ABV

Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources