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Merriam R

CFP®, Series 63, Series 65

Bettendorf, IA

Ausdal Financial Partners, Inc.

Merriam Rink is a CFP® professional with 41 years of industry experience, currently affiliated with Ausdal Financial Partners, Inc. since 2012. Prior to this, she worked at Woodbury Financial Services, Inc. from 2008 to 2012. She serves as treasurer for the Forest Road Estates Homeowners Association and is a partner in Cameo 563 LLC, a bookkeeping entity. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and financial planning services with customized investment strategies developed at the advisor level and incorporates multiple custodians and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Jeffrey P

Series 63, Series 65, Series 66

Bettendorf, IA

Ausdal Financial Partners, Inc.

Jeffrey Peters is a financial advisor with Ausdal Financial Partners, Inc. in Bettendorf, IA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Robert B. Ausdal & Co., Inc. since 2007. Outside of advisory work, he serves as a partner in Cameo 563 LLC, an LLC established for bookkeeping and managing office expenses. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both advisory and brokerage services with a range of investment options.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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