Echelon Wealth Strategies

Echelon Wealth Strategies Kurt Bogseth, CFP® RICP QPFC CLU ChFC CASL REBC RHU is a Wealth Management Advisor @ NM.

Happy 1-year work anniversary, Jack! Since joining Echelon Wealth Strategies in June 2025, Jack has been a valuable part...
06/09/2026

Happy 1-year work anniversary, Jack!

Since joining Echelon Wealth Strategies in June 2025, Jack has been a valuable part of the investment side of planning operations, working closely with Blake and Jessica.
He brings a strong foundation in economics, a solid work ethic, and a consistent focus on supporting the team and growing in his role.

Glad to have you on the team, here’s to year two!

Happy Birthday, Blake!Blake leads our planning and investment operations and is the go-to for all investment-related que...
06/09/2026

Happy Birthday, Blake!

Blake leads our planning and investment operations and is the go-to for all investment-related questions. Since joining the team in 2014, he’s brought deep expertise, leadership, and a strong commitment to helping clients.

Hope you have a great day celebrating!

Happy Work Anniversary, Mason! We’re celebrating another year of Mason’s contributions to the team since joining in June...
06/06/2026

Happy Work Anniversary, Mason!

We’re celebrating another year of Mason’s contributions to the team since joining in June 2022. His professionalism, steady work ethic, and commitment to growth have made a strong impact on both clients and the team.

Mason continues to build on an already impressive foundation, bringing experience, credentials, and a consistent focus on doing what’s right for the people he serves.

Grateful to have you on the Echelon team, here’s to the year ahead!

A recent report shows a concerning reality: nearly 30% of Americans in their 50s have no retirement savings or pension. ...
06/03/2026

A recent report shows a concerning reality: nearly 30% of Americans in their 50s have no retirement savings or pension.

Even among those who have started saving, many may still fall short. The median balance is around $162,000, potentially translating to just a few thousand dollars per year in retirement income.

The takeaway? Retirement readiness isn’t just about having something saved, it’s about having a strategy that aligns with your lifestyle, income needs, and long-term goals.

Whether you’re ahead, behind, or just getting started, there are still opportunities to make meaningful progress. Thoughtful planning, consistent contributions, and the right structure can make a difference at any stage.

At Echelon, we believe it’s never too early or too late to take control of your financial future.

Happy 26-Year Work Anniversary, Kurt! Twenty-six years of consistency, leadership, and showing up for clients and the te...
06/01/2026

Happy 26-Year Work Anniversary, Kurt!

Twenty-six years of consistency, leadership, and showing up for clients and the team every day. Since joining Northwestern Mutual in 2000, Kurt has built his career around one focus: helping people bring clarity and structure to their financial lives.

That same commitment has shaped the foundation of Echelon Wealth Strategies, through decades of experience, community involvement, and a steady focus on doing what’s right for clients. Kurt not only thinks of his clients as his family, but he also thinks of every team member that way.

A lot has changed over 26 years, but Kurt’s approach hasn’t: stay grounded, stay consistent, and keep people first.

Here’s to the milestone, and everything still ahead!

Happy Birthday, Mason!Wishing you a great day! Since joining the team in 2022, you’ve brought energy, experience, and a ...
05/31/2026

Happy Birthday, Mason!

Wishing you a great day! Since joining the team in 2022, you’ve brought energy, experience, and a strong commitment to doing things the right way.

Hope your day is filled with good company, good laughs, and a little time to enjoy the things you love.

Cheers to another great year ahead!

05/29/2026

We’re excited to welcome Wendy Bryant to the Echelon team!

On her first day, Wendy shared more about her role and what she’s most looking forward to as she gets started with us. We’re thrilled to have her on board and can’t wait for you to get to know her too.

Watch the video to learn more about Wendy and hear from her directly!

We were honored to attend the Coaches vs. Cancer Sneakers & Suits Gala and support such an impactful cause. Kurt sponsor...
05/27/2026

We were honored to attend the Coaches vs. Cancer Sneakers & Suits Gala and support such an impactful cause. Kurt sponsored a table for the evening, and Mary and Blake had the opportunity to spend time with several friends whose lives have been personally affected by cancer. Events like this are a meaningful reminder of the power of community, connection, and supporting causes that make a difference.

We’re also proud to share that Kim serves on the planning committee for the gala and is part of the Punch Wall committee. Through the Punch Wall fundraiser, attendees donate for a chance to win gift cards donated by local businesses, all in support of the American Cancer Society. This year marked Kim’s third year serving on the committee, helping make the event such a meaningful success.

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country.
Their sacrifice is the reason we enjoy the freedoms we have today, and we are forever grateful for their courage and dedication.

Proud dad moments as the school year wraps up. Brandon finished his senior year of rugby at Ankeny Centennial with 1st ...
05/22/2026

Proud dad moments as the school year wraps up.

Brandon finished his senior year of rugby at Ankeny Centennial with 1st Team All-Conference honors and Ankeny Rugby Club’s Player of the Year, helping his team earn a 4th place finish at state. Zoey also wrapped up her track season, closing out another year of hard work and growth.

Address

1245 Jordan Creek Pkwy
West Des Moines, IA
50266

Opening Hours

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

Telephone

+5156974662

Website

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