Jason Soland, CFP®CERTIFIED FINANCIAL PLANNER™ Professional

563-382-1549Jason.Soland@lpl.com

As a dedicated financial professional since 2007, Jason will work as your advisor to create and accommodate the simplest of strategies to the most complex. Jason offers best practices and solutions that will guide you with clear focus on your objectives.

Experience & Education• CERTIFIED FINANCIAL PLANNER™ Professional – 2015

• LUTCF – Life Underwriting Training Council Fellow – 2013

• APMA® – Accredited Portfolio Management AdvisorSM – 2017

• Cannon School for Trusts & Estates

• Luther College, BA in Accounting – 2000

Professional Associations• National Association of Insurance & Financial Advisors Board member, 2008 – 2018 President, 2010 – 2018

• Financial Planning Association, 2015 – Present

• Iowa Trust Association

Community & Family• Nordic Fest Board of Directors, 2010 – 2014 Sports Committee, 2010 – Present

• Chamber Golf Outing Committee, 2010 – Present

• Decorah Area Chamber of Commerce

• Rotary Club

• Married to Jennifer Soland, two daughters, Quinn & Charlie

Our Commitment to YouOur clients’ interest come first.

By serving you well, we will also succeed.

Investment ReviewWe like to begin each client relationship with a personal review designed to identify long-term goals, as well as strategies to pursue those goals.

Full DisclosureWe believe it is important to inform you of the costs and benefits of working with a professional investment representative at Wealth Management Services.

Helpful RecommendationsWe seek to make financial recommendations that are consistent with your financial circumstances, risk tolerance, and are on track with your long-term goals.

DecorahBank.com/Wealth-Management

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.