Expedition Wealth Management logo
VerifiedFinancial Services

Expedition Wealth Management

At Expedition, we'll help guide you through some of the most important decisions in your life. Our first priority is helping you take care of yourself and your family through every season of life. We want to learn more about your personal situation, identify your dreams and goals, and understand how your money is working for you. Our team is built on the idea of defense and minimizing risk. We make sure you don't take unnecessary risk with the hard-earned money you've worked for. When you visit with us, you won't feel pressured, you'll feel like family. We'll help you plan for investment, income, tax, health care and legacy planning. Contact us today to learn more! Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.

7-day free trial · no credit card

HeadquartersWest Des Moines, United StatesEmployees13(1 to 10)Websiteexpeditionwm.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

13

1 to 10 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

0

tools in use

Monthly traffic

20

organic / mo

Sign up free to see all 12 verified contacts at Expedition Wealth Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

12 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Expedition Wealth Management

9 distinct titles indexed · top 9 shown.

  • 2director of operations
  • 2financial advisor
  • 1associate relationship manager
  • 1associate tax manager
  • 1client experience & event manager
  • 1cos chief of staff
  • 1director of client services
  • 1financial advisor retirement planning
  • 1relationship manager

Sign up to unlock all 12 contacts at Expedition Wealth Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 12 verified contacts at Expedition Wealth Management

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Expedition Wealth Management | Kipplo Discover