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James W

Series 63, Series 65

Runnells, IA

LPL Financial

James Wilterdink is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at LPL Financial since 2015 and previously at Vision Point Advisory Group. Outside of his advisory work, he is an owner of X Factor Labs LLC, a vitamin and supplement business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house and third-party research and technology.

College savings (529s, UTMA, etc.)
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