Edward Modglin Email & Phone Number

Edward Modglin

Wealth Manager at Five Talents Advisory | West Des Moines, Iowa, United States

Edward Modglin Socials
About Edward Modglin

Edward Modglin serves as a Wealth Manager at Five Talents Advisory, where he leverages his extensive expertise in investment advisory and wealth management to empower individuals and families in achieving their financial goals. With a focus on retirement planning, Edward specializes in helping clients determine the necessary financial resources to retire comfortably and maintain their lifestyle for 25 to 30 years or more. His approach combines personalized financial strategies with a deep understanding of market dynamics, ensuring that clients are well-prepared for the future.

One of Edward's key projects involves guiding employees in maximizing their retirement savings through the Self Directed Brokerage Account option in their 401(k) plans. By educating clients on the benefits and intricacies of this option, he enables them to take control of their investments, diversify their portfolios, and ultimately enhance their retirement outcomes. Edward's proficiency in asset management, IRAs, and 401(k) rollovers further solidifies his role as a trusted advisor in the wealth management space.

In addition to retirement planning, Edward is well-versed in estate planning and long-term care strategies, recognizing the importance of a holistic approach to financial security. His commitment to providing tailored solutions, coupled with his affiliation with LPL Financial, allows him to offer a wide range of investment options while adhering to the highest standards of fiduciary responsibility. As a dedicated professional, Edward Modglin continues to make a significant impact on the financial well-being of his clients at Five Talents Advisory.

Edward Modglin Work
1 experience icon

Wealth Manager at Five Talents Advisory in October 2015 to Present

2 experience icon

Wealth Manager at Successful Resource Management, Ltd in November 2008 to October 2015

3 experience icon

Wealth Manager at Signature Financial Services in October 2003 to November 2008

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Edward Modglin Education

Southeast Missouri State University, BA, September 1986 to September 1990

Boston University, Certification, September 2026

Edward Modglin Skills

Investment Advisory

Retirement

401k

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Frequently Asked Questions about Edward Modglin

What is Edward Modglin email address?

Email Edward Modglin at [email protected] and [email protected]. This email is the most updated Edward Modglin's email found in 2026.

How to contact Edward Modglin?

To contact Edward Modglin send an email to [email protected] or [email protected]. (updated on September 03, 2024)

What company does Edward Modglin work for?

Edward Modglin works for Five Talents Advisory

What is Edward Modglin's role at Five Talents Advisory?

Edward Modglin is Wealth Manager

What is Edward Modglin's Phone Number?

Edward Modglin's phone (319) ***-*350

What industry does Edward Modglin work in?

Edward Modglin works in the Financial Services industry.

Edward Modglin Email Addresses

Email Edward Modglin at [email protected] and [email protected]. This email is the most updated Edward Modglin's email found in 2026.

Edward Modglin Phone Numbers

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