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Jill L

Series 66, Series 63

West Des Moines, IA

Morgan Stanley

Jill Lansing is a financial advisor at Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior roles include positions at A. H. Susanin LLC, GWFS Equities, and Prudential Investment Management Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

General estate planning guidance
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Webster L

Series 63

West Des Moines, IA

LPL Financial

Webster Lehmann Jr. is a financial advisor at LPL Financial with 32 years of industry experience and holds a Series 63 designation. He has been with LPL Financial since 2001. He also operates a business under the name Aspen Financial Services, Inc. in West Des Moines, IA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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