WealthCharter Retirement Planning & Tax

WealthCharter Retirement Planning & Tax Securities offered through Integrity Alliance, LLC. Member SIPC. Integrity, LexAurum Advisors and WealthCharter are not affiliated companies.

Investment advisory services offered through LexAurum Advisors, LLC, a registered investment advisor.

Tim and his family enjoyed a fun-filled day at the Iowa State Fair last week! First stop is ALWAYS a corn dog! Did you g...
08/25/2026

Tim and his family enjoyed a fun-filled day at the Iowa State Fair last week! First stop is ALWAYS a corn dog!

Did you go to the fair? What's your must have treat?




Congratulations to Drew & Luke on bringing home the 🥇 win last night at the Ankeny Young Professionals bags tournament h...
08/21/2026

Congratulations to Drew & Luke on bringing home the 🥇 win last night at the Ankeny Young Professionals bags tournament held at Trailside Tap

Drew Rankin
Luke Fistler
Baker Group

Are you going to the Iowa State Fair or have you already been?!? Tell us your favorite fair food and favorite thing to s...
08/18/2026

Are you going to the Iowa State Fair or have you already been?!?

Tell us your favorite fair food and favorite thing to see!!!



Over more than two decades working with clients on retirement and wealth planning, I’ve watched the threats shift. Marke...
08/17/2026

Over more than two decades working with clients on retirement and wealth planning, I’ve watched the threats shift. Markets, taxes, and investment strategy still matter a great deal. But I’ve also seen how quickly a single phishing...

Tim & Mike had a great morning educating employees from phClean on the importance of investing for their future.
08/12/2026

Tim & Mike had a great morning educating employees from phClean on the importance of investing for their future.



Got a SWEET surprise from Nothing Bundt Cakes in Ankeny!!This Lemon Raspberry cake was so sweet and delicious! If you ha...
08/04/2026

Got a SWEET surprise from Nothing Bundt Cakes in Ankeny!!

This Lemon Raspberry cake was so sweet and delicious! If you haven't tried them, DO IT!



Diana and Tim celebrated his brother Mark’s retirement after 42 years at Dupey Equipment.What an incredible career! Well...
08/03/2026

Diana and Tim celebrated his brother Mark’s retirement after 42 years at Dupey Equipment.

What an incredible career! Well done, Mark—enjoy every minute of the next chapter.

Big Rack Brew Haus


A busy weekend at WealthCharter - Drew ran the Iowa Great Lakes & Okoboji ½ marathon in Okoboji, Tara spent the weekend ...
07/21/2026

A busy weekend at WealthCharter - Drew ran the Iowa Great Lakes & Okoboji ½ marathon in Okoboji, Tara spent the weekend at The Lake of the Ozarks, and Tim and family went ALL OUT! A trip to Topgolf, biking and brunch at Trailside Tap, pasta making, and a visit with his granddaughter.





Tim and Diana are excited to welcome their first grandchild - Isabelle. They are ready to begin spoiling her!
07/15/2026

Tim and Diana are excited to welcome their first grandchild - Isabelle. They are ready to begin spoiling her!



Did you know that today was National Hotdog Day???What's your favorite way to eat a hotdog?Ketchup or Mustard?Tara tells...
07/15/2026

Did you know that today was National Hotdog Day???

What's your favorite way to eat a hotdog?
Ketchup or Mustard?

Tara tells us that she hates hotdogs!



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1250 SW State Street, Ste E
Ankeny, IA
50023

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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