Spectrum Advisory Services, Inc is proud of its diverse staff, and the character of each team member. You'll find us to be client-focused, highlytrained, and dedicated to meeting your life goals. Covering a wide variety of age, gender and personal styles, we believe you'll find a comfortable fit with one of our planners. We know that financial planning can seem daunting, but rest assured that someone at SpectrumAdvisoryServices, Inc who will be able to find the tools you need and direct you to them.
Phone: 515-255-3306 Fax: 515-277-3133 E-mail: Bill at sfsplanners.com or CLICK HERE Bill started in the financial planning industry as an financial advisor in 1988. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and owner of Spectrum Advisory Services, Inc. Bill is a 1985 graduate of Iowa State University and in his free time he enjoys being outdoors, travel, ISU athletics, reading, and puzzles.
Professional Designations: • CERTIFIED FINANCIAL PLANNER™ professional • Series 7, 24, 31, and 63 securities licenses
As a CFP® professional, Bill has a fiduciary responsibility to work in his client’s best interest and to act in accordance with the highest ethical and professional standards for the practice of financial planning.
Education: • Bachelor of Science Degree from Iowa State University. • CFP“® Certificate, College for Financial Planning
Experience: Bill has been helping people make financial decisions since 1988.
Rachel Wood Accredited Investment Fiduciary®
Phone: 515-255-3306 Fax: 515-277-3133 E-mail: Rachel at sfsplanners.com or CLICK HERE Rachel has worked in the financial planning industry since 2002 and joined Spectrum Advisory Services, Inc in 2005. Rachel is a 2001 graduate of AIB College of Business and in her free time she enjoys cooking and camping with her family.
Professional Designations: • Accredited Investment Fiduciary® professional • Series 6, 7, 63, and 66 securities licenses
Rachel Wood earned the AIF® Designation from the Center for Fiduciary Studies in 2016. The AIF® Designation certifies she has specialized knowledge of fiduciary standards of care and their application to the investment management process.
Tyler (TC) Conley CERTIFIED FINANCIAL PLANNER™
Phone: 515-255-3306 Fax: 515-277-3133 E-mail: tyler at sfsplanners.com or CLICK HERE
Tyler has worked in the finance industry since 2009 and joined SpectrumAdvisoryServices, Inc in 2017. He became a Certified Financial Planner™ practitioner in the fall of 2016. Tyler is a 2011 graduate of IowaStateUniversity and 2015 graduate from the UniversityofMinnesota. In his free time he enjoys wakeboarding, motorcycling, snowboarding, and snowmobiling.
Professional Designations: • CERTIFIED FINANCIAL PLANNER™ professional
Education: • Bachelor of Science Degree from Iowa State University. • Master of Business Administration from University of Minnesota • CFP ® Certificate, Northwestern University
Barb Ruegsegger Client Service Manager
Phone: 515-255-3306 Fax: 515-277-3133 E-mail: Barb at sfsplanners.com or CLICK HERE Barb joined Spectrum Advisory Services, Inc in 1999 and directs client services. Her natural knack for numbers and organization helps her manage internal processes and coordinate communication with clients. In her free time Barb enjoys taking care of her family, making homemade cards, and drinking a good latte.
(Does not offer securities or advisory services)
Penny Hein Operations Manager Phone: 515-255-3306 Fax: 515-277-3133 E-mail: Penny at sfsplanners.com or CLICK HERE
Penny has worked in the financial services industry since 1987 and joined SpectrumAdvisoryServices, Inc in 2013. She enjoys quilting, scrapbooking, traveling with her husband, and spoiling her granddaughter.
Professional Designations: • Series 7 and 63 securities licenses
Joanne Ramsey Client Service Associate
Joanne has worked in the finance industry since 2006 and joined SpectrumAdvisoryServices, Inc in 2017. Her love for people and being the first point of contact with clients fits her perfectly. Outside of that, nothing gives her more pleasure then being with her family, her friends and traveling as much as time allows.
Advisory services offered through Legacy Financial Group, LLC d/b/a Spectrum Advisory Services, Inc, a Registered Investment Adviser. Securities offered through Broker Dealer Financial Services Corp. Member SIPC. Broker Dealer Financial Services Corp., Legacy Financial Group, LLC, and Spectrum Advisory Services, Inc are not affiliated companies.
Federal and state regulations prohibit registered persons from soliciting, offering and/or selling any investment products or services unless they are properly registered and licensed in each state jurisdiction. Not all products and services referenced on this site are available in every state and may not be available through every representative listed.
Neither Broker Dealer Financial Services nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation
Spectrum Advisory Services, Inc 3705 Grand Ave Des Moines Iowa 50312