Wealth Progression Group
Hours:
Monday-Friday 9AM-5PM
Driving Directions:
Our office is located in the Brick and Tile Building in downtown Mason City.
About Us
Wealth Progression Group has a trusted advisor network of professionals that can offer advice and direction in every phase of life that seeks to ensure our clients' true wishes are being met.
Jobs
Office Manager
Category: Administrative, Support & Clerical
Mason City, IA | Full Time
An Opportunity to Grow and Make an Impact
At Wealth Progression Group, we believe great support drives great success. We’re looking for a highly organized, proactive, and dependable Office Manager who wants to be part of a growing firm that values excellence, purpose, and people. In this role, you’ll work directly with our Wealth Strategists and leadership team,
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Rep/Contact Info
View Personal Bio
Robin is a Wealth Strategist and owner of the Wealth Progression Group, an independent brokerage office. Robin has worked with hundreds of people in her career, and she has a history of personally investing in most of the investments she recommends to her clients. Robin has a passion for continued client education around every sector, individual investment, and how tax law and market changes affect their portfolios each year.
Robin Edgar
Wealth Strategist
View Personal Bio
Todd Leet is a licensed (Series 7,66) Wealth Strategist specializing in holistic planning, wealth management and tax-efficiency as well as private equity, alternative investments, Qualified Opportunity Zones and DSTs. He currently is a licensed life coach, ordained pastor, has his certifications in Behavioral Financial Advice, development of Long-Term Care plans and with the Fraternal Insurance Counselors. Todd graduated with his master's in leadership from Indiana Wesleyan University.
Todd Leet Financial Advisor
Wealth Strategist
