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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 12pm

First Wealth Financial Group

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United States
Clinton, IA
First Wealth Financial Group

“To be a good steward of that which is entrusted to us” - Securities offered through LPL Financial, member FINRA/SIPC.

For hyper links to FINRA and S**C, http://www.finra.org
http://www.sipc.org Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and First Wealth Financial Group are separate entities from LPL Financial.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financ

ial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/23/2026

✨ Meet Andrew! ✨

Andrew has been serving First Wealth clients since 2011, helping individuals and families pursue their financial goals across 27 states. As President and Owner of First Wealth, he is passionate about leading the firm’s growth while supporting clients and team members every step of the way. 💼📈

Andrew earned degrees from Florida State University and Creighton University and lives in Fulton, IL with his wife, Marie, and their four children. Outside of work, he enjoys coaching baseball, golfing, spending time outdoors, and cheering on Florida State athletics! ⚾⛳🌲🏈

06/21/2026

👔 Happy Father’s Day from First Wealth Financial Group! 💙

Today we celebrate the dads, grandfathers, stepdads, father figures, and mentors who lead with love, wisdom, hard work, and dedication.

Many of the strongest financial lessons begin at home — saving for the future, working hard, protecting what matters most, and planning ahead for the people we love. 💼📈

Thank you to all the fathers and father figures who inspire, support, and guide their families every day.

Wishing you a wonderful Father’s Day filled with love, appreciation, and time with those who matter most! 👨‍👧‍👦💙

06/18/2026

A friendly reminder: our office will be closed Friday, June 19th in observance of Juneteenth. We will resume normal business hours on Monday, June 22nd.

06/15/2026

💰 Money Tip Monday 💰

Pay yourself first! 📈

One of the simplest ways to build financial confidence is to automatically move a portion of each paycheck into savings before spending on anything else. Even small amounts can add up over time! 💵✨

Creating consistent savings habits today can help prepare you for emergencies, future goals, and long-term financial security. 🛡️

What’s one financial goal you’re currently working toward? 👇

06/14/2026

🇺🇸 Happy Flag Day from First Wealth Financial Group! 🇺🇸

Today we celebrate the American flag — a symbol of freedom, hard work, opportunity, and the values that make our country strong. ❤️🤍💙

Those same principles are the foundation of financial success — building opportunities, protecting what matters most, and planning for a secure future through dedication and smart financial decisions. 💼📈

At First Wealth Financial Group, we are honored to help our clients work toward financial confidence and long-term security while pursuing their version of the American Dream. ⭐

Wishing everyone a safe, proud, and patriotic Flag Day! 🇺🇸✨

06/12/2026

⏳⛳️ There’s Still Time – Hole Sponsorships Available!

Show your support while gaining great visibility on the course! Hole sponsorships are available for $150 per hole—a great opportunity for businesses to promote their brand or for individuals and families to honor a loved one ❤️

Each sponsorship includes a custom sign displayed at one of the holes during the event.

✨ Join us in making a difference—all proceeds go to Speak Out Against Su***de.
Be part of a meaningful day! 💙

06/11/2026

🌟 Intern Spotlight: Meet Braeden! 🌟

We're excited to introduce Braeden, one of our talented interns! 👋

Braeden is currently pursuing a degree in Finance at Carl Sandburg College, where he is also a member of the golf team ⛳. As a graduate of Fulton High School, he brings a strong work ethic, a passion for learning, and a genuine interest in helping others achieve financial success.

When he's not studying or on the golf course, Braeden enjoys fishing 🎣, spending time outdoors 🌳, and being with friends and family. His long-term goal is to continue his education at a four-year university and help promote financial literacy within his community. 💡💰

We're thrilled to have Braeden on our team and look forward to seeing all he accomplishes! Please join us in welcoming him! 👏

06/09/2026

🎉 Celebrating 23 Years with Cari! 🎉

Today we are proud to recognize Cari for 23 incredible years with First Wealth Financial Group! 🌟

Cari joined our team in 2003 right after graduating from college, and over the years she has become an essential part of our firm as both a Wealth Advisor and Senior Client Service Representative. Her dedication, knowledge, and genuine care for our clients help create the strong relationships and trusted service we value so deeply. 🤝📈

Cari holds her Series 6, 7, and 63 licenses through LPL Financial, her Series 65 through Stratos Wealth Partners, along with her Life and Health license. Her experience and commitment continue to make a positive impact on both our team and the clients we serve every day. 💼✨

Originally from Fulton, Illinois, Cari and her husband, Dan, have been married since 2005 and are proud parents to Averi and Luke. 👨‍👩‍👧‍👦 Outside of work, she enjoys cheering on her kids at sporting events, spending time outdoors with her family, reading, and baking. 📚⚽🍪

Thank you, Cari, for 23 years of hard work, dedication, and positivity. We are incredibly grateful to have you as part of the First Wealth Financial Group family! 💙

06/08/2026

⚾ THANK YOU to everyone who joined us for our LumberKings Baseball Social! 🎉

We had an amazing time enjoying great weather, great baseball, delicious food, and even better company! 🌭☀️🧢

Events like these remind us how thankful we are for the incredible clients, families, and community members who support First Wealth Financial Group. We truly appreciate the opportunity to connect with all of you both on and off the field. 💙

We hope everyone had as much fun as we did — and we’re already looking forward to the next event! 🙌

06/05/2026

⚾ Tonight’s the Night! ⚾

We’re excited for our LumberKings Baseball Social this evening! 🎉🌭🧢

We can’t wait to spend time with our amazing clients, families, and friends while enjoying a fun night of baseball, food, and great company. ☀️⚾💙

Thank you to everyone joining us — we’re looking forward to a great evening at the ballpark! 🙌

Go LumberKings! ⚾🔥

Address

1210 19th Avenue NW
Clinton, IA
52732

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 12pm

Website

https://firstwealthfinancialgroup.com/

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