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Des Moines, IA
Wealth Advisor
Jan Shull is an experienced wealth advisor with over 13 years of expertise in investment management and financial planning. At Compound Planning, she creates personalized financial strategies that align with her clients' unique goals, needs, and values. By taking a comprehensive approach, Jan empowers individuals to confidently navigate market volatility, retirement planning, and unexpected life events. With a passion for building lasting relationships, Jan delivers financial solutions that address investment management, retirement income strategies, and financial planning. Her experience advising high-net-worth clients has enhanced her exp...
Experience
Franke Miller Group
9 years
Edward Jones
4 years
Qualifications
Accredited Portfolio Management Advisor℠
APMA®
Series 7
FINRA
Series 66
FINRA
Specialities
Public equities
Fixed income
Financial planning
Retirement planning
Tax planning
Estate planning
Insurance planning
Risk management
Asset allocation
