Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we do not have a product or service, we know a group that does.

 

Meet Our Team

Advisor

Regis Rasmussen is a native of western Iowa and received his Bachelor of Arts degree in Business Administration with an emphasis in Finance from Briar Cliff University.  Entering the financial industry with Edward Jones in 2008, Regis acquired his FINRA Series 7 and 66 registrations, along with his Iowa Health and Life licenses.  

After 5 years in the financial services industry, Regis founded Regis James Financial in November of 2013.  As an Independent Financial Advisor, Regis James Financial provides unbiased custom investment plans constructed to achieve its clients financial goals.  Regis values business ethics and strives to provide the best customer service in the financial industry.

Regis resides in West Des Moines, Iowa with his wife Alisa.  They spend their free time going to conerts and traveling to new places.

 

Office Administrator