Bob Moore

LPL Financial Advisor

Bob has been helping Iowa families and business owners with their advanced retirement and estate planning needs since 2009.

He specializes in teaching his clients customized ways of using Life Insurance, Long-Term Care Insurance, and Investment Planning aiming to ease their financial and retirement concerns. Bob's comprehensive Planning approach is tailor made for each person, their family or their business and every custom plan carries his passion for providing individualized Best Interest Strategies.

Bob is a Investment Fiduciary, Series 66 & General Securities, Series 7 currently held with LPL Financial and holds Life & Health Insurance licenses. He received his bachelor's degree from the University of Iowa and has completed several courses at The American College while working towards his designation as a Certified Financial Planner.

Bob believes that using a comprehensive approach, and discovering your goals and wishes are the most important components to developing a personal financial strategy. While providing ongoing insights and strategies, he will work alongside you as you continue life's journey.

Bob attends the Nazareth Church of Cedar Falls and has a passion for many sports and attending Hawkeye Football Games. Away from his office you can find him embracing his time with his family – Taylor, Lincoln, Nolan & their dog 'Gabby'. He is a member of the Cedar Valley Business Partners and the Rotary Club of the Cedar Valley, participating in their many community service projects. He can often be found enjoying Iowa's great outdoors, running, biking, snowboarding, or having a relaxing round of golf with his friends.

Phone (319) 266-0096
Fax (319) 266-0097
Mobile Phone (319) 230-2182