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Wyatt G
Series 63, Series 65
Carroll, IA
True Wealth Nation
Wyatt Gauchat is a financial advisor at True Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and True Wealth Nation. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a third-party money manager and focuses on tailored investment recommendations using mutual funds, ETFs, and fixed-income securities.
John S
CFP®, PFS™, Series 63
Carroll, IA
True Wealth Nation
John Sklenar is a CFP® and PFS™ with 27 years of industry experience. He is affiliated with True Wealth Nation and has worked at Premier Financial Services, Inc. since 2011. He founded Sklenar Company in 1995 and has been involved in the CPA business since the late 1970s. Outside of financial advising, he has served as a marketing consultant for a non-investment-related company since 2009. True Wealth Nation serves a small group of individual and institutional clients, providing comprehensive financial planning and investor education through its "TrueWealth University" workshops. The firm refers clients to a single third-party money manager for asset management and focuses on tailored financial plans without maintaining discretionary investment authority or custody of client assets.
Nicholas S
CFP®, Series 65
Carroll, IA
True Wealth Nation
Nicholas Sklenar is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He is currently with True Wealth, LLC and has been affiliated with Premier Financial Services, Inc. since 2012. Sklenar is also a licensed insurance agent and spends a significant portion of his time involved in insurance sales. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, referring discretionary portfolio management to a third-party money manager while assisting clients with account setup and ongoing support. The firm emphasizes tailored investment recommendations based on client objectives, risk tolerance, and time horizon.
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