Des Moines, IA
Joleen Scheer
Principal & Senior Wealth Advisor
Joleen is an experienced wealth advisor with over 25 years of experience in the financial services industry, with the last 14 years in wealth management. At Compound Planning, Joleen works with business owners, professionals and retirees to provide personalized financial strategies and solutions that focus on meeting their needs and objectives. Joleen values the relationships she builds with clients and focuses on understanding their goals, concerns, and passions. She uses a holistic approach to advise clients on retirement planning, cash flow, investment management, and tax and estate planning. Joleen is a CFP® Professional and received ...
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Experience
Choreo, LLC
3 years
RSM Wealth Management LLC
11 years
Qualifications
The University of Iowa
Bachelor of Business Administration, BBA
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Specialities
Investment Management
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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