Portfolio Archive | Page 7 of 10 | iWealth

info@iwealth4me.com

|

About
About iWealth
At iWealth, we are passionate about helping individuals, families, and businesses pursue their financial goals.

Who We Are
Meet the Team
Our Approach
Giving Back
Upcoming Events
Meet with an Advisor
Schedule a meeting with one of our wealth advisors to start your journey toward financial independence.

Brad Connors
Shawn Pomeroy
Gary Guentzel
Johnathon “JP” Eykyn
Join iWealth as
an Advisor
Collaborate with a team that values quality and sophistication in financial advising. At iWealth, you’ll find the support and tools you need to thrive in your career.

Learn More
Services
Financial Planning Services
We offer a wide range of financial planning services designed to help you pursue your goals. Our team of experienced advisors works with you to create personalized strategies centered on your dreams for the future.

Our Services
Second Opinion Service
Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Resources
Financial Education
Explore articles, podcasts, and videos to enhance your financial knowledge.

Start Learning
Financial Tools
Use our calculators to make informed and better financial decisions today.

Access Tools
Online Accounts
Manage your investments with iTrack, LPL, and Guided Wealth Portfolio.

Access Accounts
Search iWealth Resources….

Search for:
Let’s Connect

About
About iWealth
At iWealth, we are passionate about helping individuals, families, and businesses pursue their financial goals.

Who We Are
Meet the Team
Our Approach
Giving Back
Upcoming Events
Meet with an Advisor
Schedule a meeting with one of our wealth advisors to start your journey toward financial independence.

Brad Connors
Shawn Pomeroy
Gary Guentzel
Johnathon “JP” Eykyn
Join iWealth as
an Advisor
Collaborate with a team that values quality and sophistication in financial advising. At iWealth, you’ll find the support and tools you need to thrive in your career.

Learn More
Services
Financial Planning Services
We offer a wide range of financial planning services designed to help you pursue your goals. Our team of experienced advisors works with you to create personalized strategies centered on your dreams for the future.

Our Services
Second Opinion Service
Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Resources
Financial Education
Explore articles, podcasts, and videos to enhance your financial knowledge.

Start Learning
Financial Tools
Use our calculators to make informed and better financial decisions today.

Access Tools
Online Accounts
Manage your investments with iTrack, LPL, and Guided Wealth Portfolio.

Access Accounts
Search iWealth Resources….

Search for:
Let’s Connect

Gallery

Changes in 2024 College FAFSA Aid Formulas

Corie Eckstrom2025-03-05T16:22:18-06:00

A man with a laptop and folder sits outdoors, researching investing for college. Behind him, three people are using phones, possibly checking their student loan balances while sitting on benches.

Gallery

Investing for College Versus Student Loans

Corie Eckstrom2025-03-05T16:25:11-06:00

Gallery

Planning For College

Corie Eckstrom2025-03-05T16:23:21-06:00

Wealth Quarterly Update for Q1 2024: A man in a suit stands before a soundwave graphic on a blue background, delving into the latest stock market trends.

Gallery

Q1 2024 Stock Market Update

Corie Eckstrom2025-03-05T16:23:33-06:00

Emergency Funds - How much should you save

Gallery

Why an Emergency Fund Matters

Corie Eckstrom2025-03-05T16:25:19-06:00

iWealth Welcomes Estate Financial Services to the company

Gallery

iWealth Welcomes Estate Financial Services to the company

Corie Eckstrom2025-03-05T16:25:25-06:00

Five people sitting at an outdoor dining table, smiling and clinking wine glasses, with food and string lights above. They're celebrating retirement by the ocean, enjoying services that made this gathering effortlessly memorable.

Gallery

Retirement Planning Services

Corie Eckstrom2025-03-05T17:01:16-06:00

A person in a suit places hands protectively over a pink piggy bank surrounded by stacks of coins, highlighting the importance of protecting yourself financially.

Gallery

How to Protect Yourself Financially From Identity Theft

Corie Eckstrom2025-03-05T17:01:25-06:00

Image showcasing "Wealth Quarterly Market Update Q4 - 2023" with a photo of a man in a suit against a brick wall. An audio wave graphic is displayed beside him, capturing the essence of iWealth's insights.

Gallery

Q4 2023 iWealth Market Update

Corie Eckstrom2025-03-05T17:01:41-06:00

Building your Financial Puzzle

Gallery

Building Your Financial Puzzle: Goals, Risk, and Legacy

Corie Eckstrom2025-03-05T17:03:11-06:00

Previous 678 Next

Headquartered in Minnesota, iWealth helps individuals, families, and businesses pursue their financial goals with holistic financial planning services. We offer quality assistance in generational wealth planning, financial planning, investment strategy, strategic business planning, and estate planning.

Quicklinks

Let’s Connect

Follow Us

© KC Holdings LLC
Website by Daor Design

Online Accounts

iTRACK CLIENT LOGIN

GWP Account Access

Free Risk Analysis

Contact

Waseca Office
213 15th Ave. NE,
Waseca, MN 56093

Mankato Office
196 St. Andrews Dr., Ste. 300,
Mankato, MN 56001

Bloomington Office
7900 International Dr., Ste. 300,
Bloomington, MN 55425

info@iwealth4me.com
(507) 835-9111

Financial Disclosures & Privacy Policies

Securities offered through LPL Financial, Member FINRA, SIPC. Investment advice offered through iWealth Financial, LLC, a Registered Investment Advisor. iWealth Financial, LLC and iWealth are separate entities from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Additionally, LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Testimonial statements by clients of the financial professional as of 01/17/2025. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing their testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Privacy Policy | iWealth Financial Disclosure | LPL Financial Disclosure