WealthCharter Retirement Planning & Tax

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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.

Mack thought it was a perfect day to ride the bike to work. Now if we could just get him to do some work! Enjoy the fall...
10/23/2026

Mack thought it was a perfect day to ride the bike to work. Now if we could just get him to do some work! Enjoy the fall weekend.

Batten down the hatches!!! How are you surviving this wind today??
10/16/2026

Batten down the hatches!!!

How are you surviving this wind today??


The 🌞 is shining and the air is crisp! It's FINALLY beginning to feel like FALL!!What's your favorite thing about this t...
10/07/2026

The 🌞 is shining and the air is crisp! It's FINALLY beginning to feel like FALL!!

What's your favorite thing about this time of year?

It's a special day over here at WealthCharter! Help us in wishing Tim a happy birthday!!!
09/29/2026

It's a special day over here at WealthCharter!

Help us in wishing Tim a happy birthday!!!




Did you hear those storms rolling through last night? Mike and Drew are staying EXTRA vigilant today! 🤣
09/09/2026

Did you hear those storms rolling through last night? Mike and Drew are staying EXTRA vigilant today! 🤣




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.



Address

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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