Fairfield, IA N. 4th St Office
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Vanderbilt Advisory Services
Multi-team
Firm-wide stats for Vanderbilt Advisory Services
About
Vanderbilt Advisory Services works with a broad mix of clients — individuals (including high‑net‑worth clients), charitable organizations, trusts and estates, businesses, and retirement plans such as 401(k) and SEP/PSP plans. The firm offers discretionary and non‑discretionary portfolio management, proprietary model portfolios, access to third‑party sub‑advisors and the Betterment for Advisors digital platform, plus hourly and annual financial planning and consulting services.
The firm’s investment process emphasizes strategic asset allocation and employs a combination of fundamental, technical and charting analysis, with accounts managed for short‑term trading or longer‑term positions depending on client objectives. Investment management is delivered by Advisor Representatives who operate as independent contractors, may be dually registered, and can allocate client assets to third‑party managers or Betterment custom/constructed portfolios subject to client directions or restrictions.
What differentiates Vanderbilt relative to many enterprise peers is its formal integration with retirement‑plan and benefits firms — including a relationship with Retirement Planning & Administration, Inc. and Diefendorf Planning Services Ltd. — which supports pension consulting and plan administration alongside advisory services; this adviser–TPA/benefits integration is uncommon among firms of its size. The firm also maintains an affiliated broker‑dealer and a mix of traditional and wrap‑fee platforms, producing an integrated adviser, broker and plan‑administration structure that influences how services and custodial arrangements are provided.
Based on Vanderbilt Advisory Services
Expertise
Based on Vanderbilt Advisory Services
Location
505 N. 4th St, Ste 202
Fairfield IA 52556
Advisors at this office
3
Advisors at this office
Annalisa C
Series 66
Fairfield, IA
Vanderbilt Advisory Services
Annalisa Clifford Gold is a Series 66-registered advisor at Vanderbilt Advisory Services with 5 years of industry experience. She has worked with Vanderbilt Securities, LLC since 2017 and with IPAM Inc dba Centered Wealth since 2016. Outside of her advisory role, she serves as a committee member of Iowa WINS and is an active member of Rotary Club International. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes strategic asset allocation and a combination of fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.
Stuart V
Series 63, Series 66
Fairfield, IA
Vanderbilt Advisory Services
Stuart Valentine is a financial advisor with Vanderbilt Advisory Services in Fairfield, Iowa, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Vanderbilt Advisory Services in 2017, he worked at Financial West Group for 17 years. Outside of his advisory role, he serves as co-director of the Sustainable Living Coalition, is an advisory board member for the Sustainable Iowa Land Trust, and chairs the Fairfield Resilient Action Network. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines strategic asset allocation and multiple analytical methods.
William C
Series 66
Fairfield, IA
Vanderbilt Advisory Services
William Carlisle is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Vanderbilt Advisory Services and previously worked at Morgan Stanley, E*TRADE, TD Ameritrade, Cambridge Investment Research, and Merrill. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.
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