LPL Financial Advisor
825 Mormon Trek Blvd
Iowa City, IA 52246
(319) 341-2124 | (319) 331-5920
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Jim Wachendorf is an LPL Financial Advisor for GreenState Wealth Management.
Prior to joining GreenState, Jim was the President and CEO of MidAmerica Securities for 20 years. Jim’s firm provided financial planning services for over 300 households. Before starting his own financial services company, Jim was employed as a Registered Representative for RBC Dain. While working at RBC Dain, Jim completed his CFP® certification qualification. Jim has been in the financial services industry for more than 40 years. He also served as an officer for four years in the Air Force prior to entering the financial services business.
Jim earned a BBA Degree from the University of Iowa and an MBA from Central Michigan University.
He resides with his wife Lisa in Iowa City, Iowa.
Jim currently holds FINRA Series 6, 7, 8, 24, 53, & 63 registrations through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NE, NM, NC, NV, OH, OR, PA, SC, SD, TN, TX. UT, VA, WA, WI, WY. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any
Other Government Agency
|Not Credit Union
|Not Credit Union Deposits
GreenState Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.