Local financial advisers earn recognition
Published 9:24 am Monday, August 8, 2016
Twedt Financial Services, Inc., announced the 2016 qualification of Joel Twedt and Matt Twedt for the Million Dollar Round Table, an independent, international organization of life insurance and financial services professionals. Joel Twedt’s 2016 qualification is at the “Top of the Table” level, MDRT’s highest level of membership.
For 31 consecutive years, Joel Twedt, ChFC, LUTCF, CLTC, has qualified for MDRT and he has been part of its Court of the Table or Top of Table group for the last 17 years. Joel Twedt founded Twedt Financial Services in 1980. A graduate of Iowa State University, Joel specializes in retirement and estate planning.
Matt Twedt, CFP, FSS, CLTC, has qualified for MDRT for five consecutive years. Matt joined his father’s financial services group in 2008 following his graduation from Minnesota State University-Mankato.
A local, family owned and operated business, Twedt Financial Services specializes in developing financial strategies based on understanding clients’ values, goals and aspirations.
According to a press release, Twedt Financial Services, headquartered in Lake Mills, Iowa, helps guide clients in making the right decisions to manage their wealth. It strives to improve clients’ lives through education, advice and commitment beyond their expectations. Advisors are registered representatives and investment advisor representatives of Securian Financial Services, Inc. Twedt Financial Services is independently owned and operated.