Joni Reiling
Joni Reiling, CPFA
LPL Financial Advisor
1207 Central Avenue
Fort Dodge, IA 50501
(515) 955-0638 | (515) 351-0333
jonireiling@greenstatewm.org
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Joni Reiling is an LPL Financial Advisor with GreenState Wealth Management
Joni has been in the financial services industry since 2001, prior to joining GreenState Wealth Management she was a independent advisor and spent many years with First American Wealth Management & Central Financial Group. Her passion lies with helping clients with their investment management, retirement planning, education planning and wealth preservation strategies. In 2021, Joni received her Certified Plan Fiduciary Advisor (CPFA) credential.
Joni resides on an acreage outside of Webster City. She is married to her husband Travis and they have 2 children Morgan and Cole. As a family they enjoy outdoor activities- jeeping, boating, kayaking, fishing and traveling.
Joni currently holds FINRA Series 7, & 66 registrations through LPL Financial, as well as Iowa Life & Health Insurance licenses.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NE, NM, NC, NV, OH, OR, PA, SC, SD, TN, TX. UT, VA, WA, WI, WY. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
GreenState Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.