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The Planners Financial Services, Inc.

 (515) 224-0149  tkocurek@plannersgroup.com
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  2. Graham Jepsen

Graham Jepsen

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Graham Jepsen
Financial Advisor

Graham Jepsen is an Investment Advisor Representative for Cetera Advisor Networks LLC. Graham graduated from Luther College in Decorah, Iowa in 1997 with a B.A. in Biology, after which he joined AT&T and Qwest Communications in Denver Colorado as a Cisco-certified Network Engineer.  In 2002, Mr.Jepsen joined Security National Servicing Corporation (SNSC) as a buyer of bank owned debt and mortgage backed securities.  This experience led to the creation of Steel Mountain Capital, a mortgage purchasing arm of a $6-billion hedge fund, by Mr. Jepsen and five other SNSC employees. In 2007, Graham returned to his home state of Iowa, joining Principal Financial Group as an internal investment consultant to 401K participants. In 2010 Graham joined Voya (formally ING} and eventually established his own practice. Starting in 2018 Graham has joined Planners Professional Services and will work alongside David McNamara and his staff. Graham is a member of Lutheran Church of Hope and enjoys outdoor activities with his wife Amy, and their four children.

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  •   1012 Grand Avenue , West Des Moines, Iowa 50265-3501
  •   (515) 224-0149
  •   tkocurek@plannersgroup.com

Securities offered through Cetera Advisor Networks LLC. Member FINRA / SIPC. Some advisory services offered through The Planners Professional Services, Inc., and some offered through Summit Financial Group, Inc., registered investment advisors. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

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