Senior Financial Advisor
825 Mormon Trek Blvd
Iowa City, IA 52246
"You will get all you want in life if you help enough other people get what they want." - Zig Ziglar
James Wachendorf is a Senior Financial Advisor for GreenState Wealth Management.
James’ career has been committed to financial services since graduating in 2009 from the University of Iowa Tippie College of Business. James worked for MassMutual Financial Group from 2009 to 2014 as a financial advisor. During his time there he was recognized as both a “Rising Leader” and “Leader” for his personal production. In 2014, he joined his father, Jim, at Mid America Securities to expand the financial planning operation.
James lives in North Liberty with his wife Tara and son’s Jensen and Tate.
In 2019, James received his Retirement Income Certified Professional (RICP®) designation. James’ specialties are in retirement planning, social security strategies, customized investment portfolios, income strategies, estate planning, insurance and risk management.
FINRA Series 6, 63, 65, Life and Health Insurance.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. GreenState Wealth Management and Cambridge are not affiliated.
Non-deposit investment products are not FDIC or NCUA insured, are not guaranteed by the bank/financial institution, are not obligations of the bank/financial institution, and are subject to risks, including possible loss of the principal investment.