First Wealth Financial Group

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.

🌞 Hello June! A new month is the perfect time to reset your financial goals.Whether you're planning summer vacations, ta...
06/01/2026

🌞 Hello June! A new month is the perfect time to reset your financial goals.

Whether you're planning summer vacations, tackling debt, saving for retirement, or building your emergency fund — small steps today can create big results tomorrow. 💰

✅ Review your monthly budget
✅ Check in on your savings goals
✅ Make a plan for summer spending
✅ Invest in your future self

What’s ONE financial goal you’re focusing on this month? Share below! 👇

☀️ Summer is Almost Here! ☀️As May comes to a close, it’s the perfect time to start thinking about your summer plans—and...
05/29/2026

☀️ Summer is Almost Here! ☀️

As May comes to a close, it’s the perfect time to start thinking about your summer plans—and your financial goals along the way. 🌴💼

From vacations and family fun to home projects and big purchases, a little planning now can help you enjoy the season without financial stress. 💳📊

Take a moment to set a summer budget and keep your goals on track while still making the most of every moment. 😎🌊

Need help planning ahead? We’re here for you! 🤝

✨ Meet Kelsey! ✨Kelsey joined our team in 2018 and serves as both a Client Service Representative and Wealth Advisor. Sh...
05/27/2026

✨ Meet Kelsey! ✨

Kelsey joined our team in 2018 and serves as both a Client Service Representative and Wealth Advisor. She is passionate about helping clients and providing exceptional service every day! 💼💙

She holds her Series 7 & 66 licenses through LPL Financial, along with Life & Health licenses. Kelsey earned her bachelor’s degree from Ashford University and lives in Fulton, IL with her husband, Joe, and their two sons, Calvin and Alexander. 👨‍👩‍👦‍👦

When she’s not at the office, Kelsey enjoys spending time with family, staying active, and coaching girls softball pitching! 🥎✨

🇺🇸 Memorial Day 🇺🇸Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our ...
05/25/2026

🇺🇸 Memorial Day 🇺🇸

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country. ❤️🤍💙

Their courage and selflessness allow us the freedoms we enjoy every day—something we are deeply grateful for. 🕊️

As we spend time with family and reflect, we remember those who served and gave everything.

Wishing everyone a safe and meaningful Memorial Day. 🇺🇸

🎉 Celebrating 5 Years with Cathy! 🎉Please join us in congratulating Cathy on her 5-year anniversary with First Wealth Fi...
05/24/2026

🎉 Celebrating 5 Years with Cathy! 🎉

Please join us in congratulating Cathy on her 5-year anniversary with First Wealth Financial Group! 👏

Since joining the team in May 2021, Cathy has grown into her role as Office Manager, bringing strong leadership, organization, and a wealth of experience from her background in healthcare. She plays an essential role in keeping our office running smoothly and supporting both our team and clients every day. 💼✨

Cathy lives in Clinton with her husband, Derrin, and together they share a blended family of five children: Olivia, Carter, Kendie, Kora, and Natalie. 👨‍👩‍👧‍👦

Outside of the office, she enjoys spending time with family, serving in her church, being outdoors, canning, and drawing. 🌿🎨

Thank you, Cathy, for your dedication and the positive impact you’ve made over the past five years—we’re grateful to have you on our team! 💙

🇺🇸 A friendly reminder! 🇺🇸Our office will be closed on Monday, May 25th in observance of Memorial Day. We will resume no...
05/22/2026

🇺🇸 A friendly reminder! 🇺🇸

Our office will be closed on Monday, May 25th in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th.

Wishing everyone a safe and meaningful Memorial Day as we honor those who have served. ❤️🤍💙

⏳⛳️ There’s Still Time – Hole Sponsorships Available!Show your support while gaining great visibility on the course! Hol...
05/21/2026

⏳⛳️ 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! 💙

🎓✨ Congratulations, Class of 2026! ✨🎓We’re proud to celebrate all of this year’s graduates and the bright futures ahead ...
05/20/2026

🎓✨ Congratulations, Class of 2026! ✨🎓

We’re proud to celebrate all of this year’s graduates and the bright futures ahead of them! 🌟 Your hard work, dedication, and perseverance have truly paid off. 📚👏

A special congratulations to the First Wealth family graduates:
🎓 Braedon Meyers – Fulton High School
🎓 Konnor Schroeder – Clinton High School
🎓 Kora Huizenga – Clinton High School
🎓 Joselyn Petersen – Clinton High School

We can’t wait to see all that you accomplish in this next chapter! 🚀🎉

📅✨ Save the Date – 2026 Client Events! ✨📅We’re excited to share some special events we have planned for our amazing clie...
05/18/2026

📅✨ Save the Date – 2026 Client Events! ✨📅

We’re excited to share some special events we have planned for our amazing clients in 2026! 🎉💼 Be sure to mark your calendars:

⚾ June 5th – LumberKings Baseball Social at the LumberKings Field
🍽 September 10th – Client Appreciation Dinner at First Wealth
🎄 December 3rd – Christmas Party at Eagle Point Lodge

We truly value the relationships we’ve built and look forward to spending time together throughout the year. More details to come as each event approaches!

We can’t wait to see you there! 😊🎉

🇺🇸 Armed Forces Day 🇺🇸Today we honor the brave men and women currently serving in the United States Armed Forces. Thank ...
05/16/2026

🇺🇸 Armed Forces Day 🇺🇸

Today we honor the brave men and women currently serving in the United States Armed Forces. Thank you for your dedication, sacrifice, and commitment to protecting our country. ❤️🤍💙

Your service allows us to enjoy the freedoms we cherish every day, and we are truly grateful. 🙏

We’re proud to support those who serve—today and every day. 🇺🇸

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

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