Welcome, I'm Charles F. Orngard, an LPL Financial Advisor in Ames, IA. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for your immediate financial future, as well as for the long term.
Whether your goal is saving for retirement, job change - 401(k) rollovers, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.I look forward to working with you through all stages of your life, please call (515) 708-5453 (Iowa), (303) 949-4077 (Colorado) to set up a telephone or in-person meeting so that I can learn more about your individual situation.
Whether your goal is saving for retirement, job change - 401(k) rollovers, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.I look forward to working with you through all stages of your life, please call (515) 708-5453 (Iowa), (303) 949-4077 (Colorado) to set up a telephone or in-person meeting so that I can learn more about your individual situation.
Services
I started my career in financial management in 1998 when I joined one of the big wire-houses on Wall Street. I learned how to utilize the stock and bond markets to increase wealth and income for my clients, but trading stocks and bonds is only a small part of financial planning. In 2001 I joined a brokerage firm with mid-western roots.
At Charles Orngard Financial Management, LLC, I have the client-and only the client-in mind. My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
From managing debt to saving for college to retirement (IRAs, ROTH IRAs, 401(k) rollovers, 401(k), 403(b), small businesses retirement plans), these personal finance challenges can be overwhelming.My commitment is to utilize all of my resources to help you pursue your goals. I believe in thinking "out of the box" and I am not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
From managing debt to saving for college to retirement (IRAs, ROTH IRAs, 401(k) rollovers, 401(k), 403(b), small businesses retirement plans), these personal finance challenges can be overwhelming.My commitment is to utilize all of my resources to help you pursue your goals. I believe in thinking "out of the box" and I am not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
All relationships must begin with an introduction. You will get to know me as I get to know you - your values, concerns, priorities and objectives, as well as your current financial picture. Do my philosophies and services align with your expectations? I believe the path towards financial success begins with a plan.
My main priority is to meet my clients' long-term financial objectives in a cost effective and tax efficient manner. With this in mind, my investment strategies aim to harness the power of the capital markets within the context of each individual's appropriate risk tolerance and time horizon. Our relationship begins by looking at the client's big picture and formulating a comprehensive wealth plan.
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