Curtis Malone, Vice President Wealth Management, LPL Financial

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Curtis Malone, Vice President Wealth Management, LPL Financial Helping individuals and families simplify retirement and financial planning so they can feel more organized, informed, and confident about the future.

Investors should understand the ways in which financial professionals are compensated for the services they provide.
10/23/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
10/21/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Ever heard of a Roth 401(k)? Would one be right for you?
10/19/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
10/18/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Even low inflation rates can pose a threat to investmentreturns.
10/16/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
10/14/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
10/12/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
10/11/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

I look forward to helping you pursue your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon.  Together we will create a customized plan focused on your financial goals.

You’re the conductor of your 401k, IRA and taxable savings.
10/07/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Address

5910 University Avenue
West Des Moines, IA
50266

Telephone

+15153361316

Website

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