portrait of Tamra A Shadlow
FINANCIAL ADVISOR

Tamra A Shadlow

CFP®, ChFC®, CPWA®
522 Broad Street, Story City, IA 50248opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Wealth Strategies
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

Personal Interests

  • Spending Time with Family
  • Pets
  • Traveling
  • Reading
  • Snorkeling

Team Members

  • Lizzie Christian
    Sr. Branch Office Administrator
  • Michaela Stewart
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu Closed for Holiday
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(515) 733-5113

Fax

(866) 462-5963

Office Address

522 Broad Street
Story City, IA 50248opens in a new window

Mailing address

Po Box 122
Story City, IA 50248

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