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

Telford A. Lodden, CFP®

CPA, CVA, ABV

GNJT

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 GNJT 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