Rob Edwards
CPFA
Relationship Manager and QRP Team Manager
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EDUCATION
BBA, Finance and Minor in Spanish, Iowa State University
BIO
Rob is a registered representative and principal with over 25 years experience working with employer-sponsored retirement plans. He consults and assists plan fiduciaries with all aspects of retirement plan design and ongoing plan management. Rob is passionate about helping employers optimize their retirement plan benefits to drive desired business and participant outcomes.
JOINED FIRM
2024