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iWealth

  • Financial & Investment
213 15th Ave NE
Waseca, MN 56093
(507) 835-9111
(507) 835-2005 (fax)
Hours:
Monday - Thursday
8:00 am - 4:30 pm
Friday
8:00 am - 3:30 pm

About Us

At iWealth, Your Interests Come First...

We Integrate The Five Key Areas Of Financial Planning:

1. Adequate life insurance, disability and long-term care coverage will help protect your assets read more
  • About

    At iWealth, Your Interests Come First...

    We Integrate The Five Key Areas Of Financial Planning:

    1. Adequate life insurance, disability and long-term care coverage will help protect your assets and reduce risk with unforeseen circumstances.

    2. Cash flow analysis, saving and investing strategies, and asset allocation review are just a part of our process to ensure asset and debt management.

    3. Tax managed, tax efficient, tax deferred and tax free investing for effective income tax management.

    4. Custom designed retirement plans, strategies and allocation of resources for successful retirement planning and management to ensure your life's financial goals.

    5. Beneficial distribution options for individual's assets to future generations and/or charities providing true legacy options.


  • Highlights

    • Chosen “2010 Investment Centers of America – Representative Of The Year”
    • Received “Certified Wealth Strategist®” designation in 2008
    • Chosen “2007 Top 50 Bank Advisors in the Nation”
    • Chosen “2006 Top Ten Young Minnesotans”
    • Consistently in top 5% of Investment Centers of America Representatives
  • Media

  • Jobs

    Client Services Assistant – (Clerical Administrative Non-Licensed)
    Category: Administrative, Support & Clerical
    Job Functions:  This position will be responsible for pre-meeting preparation and post-meeting follow through.  This includes but is not limited to preparing meeting agendas,  establishing and updating iTrack and Riskalyze, meeting room set up, webinar arrangements, running client related reports and assigning other meeting prep items as needed.  The client services assistant works with the ...read more

    Contact

    Deb Odegard
    Phone:(507) 835-9111
    Fax:(507) 835-2005