2 weeks ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
5745 Raccoon River Drive #160
West Des Moines,
IA
50266
Phone: 515.657.4100
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Endowments & Foundations
Wealth Management
Troy W. Anderson, CPFA®, QKA™
Vice President,
Financial Advisor
Jean Duffy, AIFA®, CPFA®
Senior Vice President,
Financial Advisor
Julie Fuller, CPA, CFP®
Vice President,
Financial Advisor
Jamie Lynch, CFP®, CEBS®
Senior Financial Advisor,
Relationship Manager
Michelle Mahoney, CFP®
Vice President,
Financial Advisor
AJ Morris, CFP®
Senior Vice President,
Financial Advisor
Jeremy Rinehart, ChFC®
Vice President,
Financial Advisor
Andrew (AJ) Shimp, RPA
Senior Vice President,
Financial Advisor
Liz Ulrichson, CFP®, APMA®, CPFA
Financial Advisor,
Relationship Manager
2 weeks ago
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
1 month ago
On August 25, 2023, the IRS announced a two-year delay...
2 months ago
In 2018, Bob McCutcheon returned to his lifelong passion for...
2 months ago
CAPTRUST was named #1 on Financial Advisor Magazine’s 2023 RIA...