Libby Glaser

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Libby Glaser - Wealth Advisor

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Libby Glaser, Financial Advisor Contact me
P: 800.662.8756
F: 712.336.0404

My goal is to deliver a Great Experience …

“I help my clients make informed financial decisions by listening to their needs and creating a detailed financial plan specific to their unique goals.”

Areas of Focus

  • Financial and retirement planning
  • Asset management
  • College funding strategies

Education/Experience

  • B.S. Communication Studies, University of Iowa, emphasis in Business Studies, Entrepreneurial Management

Registration and Licenses

  • FINRA Series 7 registered through LPL Financial — General Securities Representative
  • FINRA Series 63 registered through LPL Financial — Uniform Securities Agent State Law
  • FINRA Series 65 registered through LPL Financial — Uniform Investment Advisor Law
  • IA Producer — Life insurance

Interests

  • Spending time with family
  • Boating on Lake Okoboji
  • Cheering on the Iowa Hawkeyes

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheckexternal link.

Libby Glaser’s Service Locations