Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Parkersburg, IA 50665-7730
LPL Financial
Institution
Kevin Truax is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he owns several young horses that are trained and shown in national competitions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Parkersburg, IA 3rd Street
240 3rd Street
Parkersburg IA 50665-7730
Advisors at this office
1
Iowa · Texas
27 years of industry experience
LPL Financial
2002 - Present • 24 years
Parkersburg, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Ackley, IA
Eagle Strategies (NY Life)
John Enslin is a financial advisor with Eagle Strategies (NY Life) based in Ackley, Iowa, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with firms including Innovative Financial Solutions Group and R2 Financial Strategies, and he operates The Enslin Group, LLC. Outside of financial services, Enslin owns Cougar Fitness LLC, a small gym in Ackley, and serves in community development roles including secretary of the Ackley Development Commission and board member of the Hardin County Economic Development Advisory Council. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a notable focus on retirement investors, defined benefit plans, and insurance-related advisory solutions.
CFP®, ChFC®, Series 63, Series 66
Parkersburg, IA
Fisher Investments
John Joyner is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with Fisher Investments and previously worked at Edward Jones for seven years, along with prior roles at Tim Joyner Insurance Agency and State Farm VP Management Corp. Outside of his advisory work, he operates a self-proprietorship buying and selling rare coins. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach with a five-member committee that integrates quantitative and qualitative research to build diversified portfolios across equity, fixed-income, and blended mandates.
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