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An Thu Le

Advisor at LPL Financial — Waverly, IA Heritage Way

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Waverly, IA 50677

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

An Le is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, An held positions at TruStage, Florida Financial Advisors DBA Texas Financial Advisors, Digitive, and completed academic roles at the University of Edinburgh and the University of Texas at Austin. Outside of advisory work, An is also employed with Rover and Outlier in non-investment related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by research and technology tools, and manages over $819 billion in discretionary assets through a broad network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Waverly, IA Heritage Way

2000 Heritage Way

Waverly IA 50677

Advisors at this office

6

Most active in

Iowa · Texas

Work history

1 year of industry experience

LPL Financial

2025 - Present • 1 year

Waverly, IA

TruStage

2025 - Present • 1 year

Waverly, IA

Florida Financial Advisors DBA Texas Financial Advisors

2025 - 2025 • 1 year

Austin, TX

Digitive

2024 - 2025 • 1 year

Round Rock, TX

University of Edinburgh

2023 - 2024 • 1 year

Edinburgh

University of Texas at Austin

2019 - 2023 • 4 years

Austin, TX

Pflugerville High School

2015 - 2019 • 4 years

Pflugerville, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan H

Series 65, Series 63

Waverly, IA

Accel Wealth Management

Ryan Hervey is a financial advisor with Accel Wealth Management in Waverly, IA, holding Series 65 and Series 63 licenses and 13 years of industry experience. He previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across about 1,290 client relationships. The firm uses a total portfolio investment approach focused on active, diversified allocations and long-term investments, providing discretionary portfolio management, financial planning, pension consulting, and employee financial education.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Juan G

Series 65

Waverly, IA

Accel Wealth Management

Juan Garcia Heredia is a financial advisor at Accel Wealth Management with one year of industry experience. He holds a Series 65 credential and has a background that includes roles at GM Financial and Elmcrest Country Club. Outside of advisory work, he is the owner of Vega Sports Academy, where he is involved in sports coaching and management. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach that emphasizes active, diversified allocations and long-term purchases, tailoring portfolios through written investment policy statements.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Mitchell C

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Mitchell Cook is a financial advisor at Accel Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including The O.N. Equity Sales Company, Ohio National Financial Services, and Unified Trust Company, N.A. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products tailored to their personal needs. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across around 1,290 client relationships. The firm follows a “total portfolio” investment approach with active, diversified allocations and long-term holdings, offering discretionary portfolio management, financial planning, pension consulting, and employee financial-education services.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Scott D

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Scott Durscher is a financial advisor with Accel Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with firms including Brokers International Financial Services and Cambridge Investment Research. Outside of advisory work, he is involved with the Bremer County Conservation Board Support Group as a non-board member assistant handling annual ledger audits. Accel Wealth Management is a team-based registered investment adviser that manages approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach focusing on active, diversified allocations and long-term purchases, offering financial planning, discretionary portfolio management, pension consulting, and financial-education services.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Michele K

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Michele Krueger is a financial advisor at Accel Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Integrity Alliance, LLC, Cambridge Investment Research, Inc., and The Accel Group, LLC. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for about 1,290 client relationships. The firm uses a total portfolio investment approach emphasizing active, diversified allocations and long-term holdings, offering services such as discretionary portfolio management, financial planning, pension consulting, and employee financial education.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Todd M

ChFC®, Series 63, Series 65

Waverly, IA

Accel Wealth Management

Todd Manternach is a financial advisor with Accel Wealth Management in Waverly, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Ameritas Investment Corp and Brokers International Financial Services. Manternach is also owner and president of Manternach & Assoc., a corporation focused on retirement planning and non-securities business activities. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across 1,290 client relationships. The firm employs a total portfolio approach with active, diversified allocations tailored by written investment policy statements and offers discretionary portfolio management, financial planning, pension consulting, and employee financial-education presentations.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
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