Edward Modglin
Wealth Manager at Five Talents Advisory | West Des Moines, Iowa, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
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.
Wealth Manager at Five Talents Advisory in October 2015 to Present
Wealth Manager at Successful Resource Management, Ltd in November 2008 to October 2015
Wealth Manager at Signature Financial Services in October 2003 to November 2008
Branch Manager at Olde Financial Corp in September 1991 to October 2003
See more
See less
Southeast Missouri State University, BA, September 1986 to September 1990
Boston University, Certification, September 2026
See more
See less
Investment Advisory
Retirement
401k
Retirement Planning
IRAs
Wealth Management
Fixed Annuities
Insurance
Portfolio Management
Asset Managment
Long-term Care
401k Rollovers
Investments
Estate Planning
Mutual Funds
See more
See less
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
Edward Modglin Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Edward Modglin
Parts Manager at Safe Harbor Marinas
Senior Software Engineer at Intuit
Home Health Consultant at Mary Free Bed at Home
GI Region Sales Manager at Boston Scientific
Vice President, Audit Services at Trinity Health (HQ Michigan)
Senior Business Developer at BrightView Landscapes
Global Business Leader Automotive Products at W. L. Gore & Associates
Managing Clerk at Bernstein Litowitz Berger & Grossmann LLP
Founder at iWellness Life
Founder at Superier
Recreation Leader, Typist Clerk, Special Enforcement Officer, Public Safety Dispatcher at City of Inglewood
CEO at Hoagland Meat
Program Manger, Marketing & Communications at Intuit
(R.A.M.} President and Executive Board Director at RAM) Organization and Chairman of the Board of Directors.
Account & Operations Manager at Momentum Worldwide
CPC Operations Manager at KSM Castings Group
General Manager at Xperience Fitness
Sr. Business Development Manager at T-Mobile
Aviation Communication Systems Technician at Marine Corps Recruiting
Associate Director at MENTOR Vermont
Advisor, Integrated Marketing at St. Jude Children's Research Hospital - ALSAC
Show more
Show less