Broker Check
Rob EdwardsCPFA

Rob Edwards
CPFA

Relationship Manager and QRP Team Manager

...

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