Diversified Financial Group - John O'Bannon CPFA- Financial Advisor

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Diversified Financial Group - John O'Bannon CPFA- Financial Advisor Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. I meet the needs of individual and business investors.

I am a Financial Advisor and Chief Financial Officer with Diversified Financial Group in West Des Moines, IA. I specialize in retirement planning and 401(k) and employer sponsored plans. I have the belief that the only way to do business is on a one-on-one, personal basis. I do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator and I work as a team to deliver on our promise to know you as a friend and family.

Want to volunteer in retirement but don’t know where to start? Check out this website and be paired up with a non-profit...
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Want to volunteer in retirement but don’t know where to start? Check out this website and be paired up with a non-profit that needs you! https://www.volunteermatch.org/

Nervous you’ll take the phishing bait without even knowing it? Scammers have gotten amazingly creative at masquerading t...
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Nervous you’ll take the phishing bait without even knowing it? Scammers have gotten amazingly creative at masquerading to look identical to reputable companies or even people you know. Here’s how to not fall for one.

Phishing and scams are the most effective tools in the cybercriminal’s toolkit – here is advice on how to identify, avoid, and report common scams today.

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Oh my goodness! Whether you’re a dog lover or not, these Halloween costumes for man’s best friend are ridiculous(ly cute...
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Oh my goodness! Whether you’re a dog lover or not, these Halloween costumes for man’s best friend are ridiculous(ly cute).

Achieving ultimate costume success on Halloween means including your dog. To help you out, here are 60 funny dog costumes for your sweet pup.

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportuni...
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Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

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Feeling overwhelmed about managing your inheritance? You're not alone. Many individuals expecting an inheritance are uncertain about handling their newfound wealth. Seeking guidance from a trusted financial professional may help provide the support needed to navigate this transition successfully.

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Ignorance is bliss! That is until your online accounts have been hacked or identity’s been stolen. Everyone is at risk of cybercrime. Especially small businesses. Here are some sobering truths to dangerous misconceptions.

Common cybersecurity myths needing to be debunked to ensure you're properly approaching and reducing your risk around cybersecurity.

Retirement travel doesn’t have to cost you a fortune. There are budget-friendly destinations right here in the US! Check...
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Retirement travel doesn’t have to cost you a fortune. There are budget-friendly destinations right here in the US! Check out these top 10.

Plan affordable trips with 21 tips for seniors, covering timing, destinations, discounts, points, packing, lodging, safety, and flexibility.

The Federal Reserve's Survey of Consumer Finances reveals some eye-opening statistics about the "Great Wealth Transfer."...
10/18/2026

The Federal Reserve's Survey of Consumer Finances reveals some eye-opening statistics about the "Great Wealth Transfer." The average inheritance for American households is $46,200. However, for the top 1 percent of households that number jumps to $719,000. It's essential to have a strategy in place to manage your inheritance.

Source: Finance.Yahoo.com, June 24, 2026

Address

3737 Woodland Avenue, Ste 500
West Des Moines, IA
50266

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30am
Friday 8:30am - 5:30pm

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