Expedition Wealth Management

Financial Services - West Des Moines, IA, US

Expedition Wealth Management Employees
Jeff Baker

Financial Advisor | Retirement Planning

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Dylan Lang

Director Of Operations

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Stacey Crandall

Director Of Client Services

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Suzanne Brickson

Director of Marketing and Events

Contact Suzanne Brickson

Casey Heinz

New Business Manager

Contact Casey Heinz

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Expedition Wealth Management Details

At Expedition, we'll help guide you through some of the most important decisions in your life.Our first priority is helping you take care of yourself and your family through every season of life. We want to learn more about your personal situation, identify your dreams and goals, and understand how your money is working for you.Our team is built on the idea of defense and minimizing risk. We make sure you don't take unnecessary risk with the hard-earned money you've worked for. When you visit with us, you won't feel pressured, you'll feel like family. We'll help you plan for investment, income, tax, health care and legacy planning. Contact us today to learn more!Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.

Expedition Wealth Management logo, Expedition Wealth Management contact details
Website: expeditionwm.com
Employees: 10 - 19
HQ: N/A
Location: West Des Moines, IA, US
Revenue: 1 - 2.5 Million
N/A
Expedition Wealth Management Technologies
Hosting

CloudFlare Hosting

Analytics and Tracking

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Other

Google Maps (Non Paid Users)

Online Video Platforms

Wistia

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