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The Planners Financial Services, Inc.

 (515) 224-0149  tkocurek@plannersgroup.com
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The Planners Financial Services, Inc.

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Receptionist

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Jan Cervetti-Duffy
Phone: 
515-224-0149
E-mail: 
jancd@plannersgroup.com

Jan has been with The Planners Group for 22 years, joining our team in April of 1997.    She supports our entire team and clients as our Receptionist.   She answers the incoming calls and greets clients as the come in. 

Jan resides in West Des Moines and has two cats.  She enjoys spending time with her two granddaughters and taking family vacations to Florida every year!

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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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