Storybook Financial is a financial planning firm with tax and investment management services. While we work with everyone, we have learned that real heroes dont wear capes, they wear scrubs. We are passionate about providing all healthcare heroes a dedicated partner in their unique financial and personal challenges.

We are focused on building genuine relationships and helping our young families experience more fulfilling lives. Our goal is to remove the complexities of your financial life and build a foundation of easy to understand solutions. Well bring simplicity, understanding and clarity to your biggest financial concerns so that you can continue to make a positive impact on the world around you.

Inspired by our founders daughter, Mila, who is living with Cystic Fibrosis and truly loves storytime and adventures, weve come to realize that everyone has a unique story to tell and passions to guide them as they work towards reaching their goals. By gaining an understanding of your story and where you come from, we aim to help you live out your dreams and the aspirations you have for yourself and your family. In addition to helping healthcare heros, we are a social enterprise focused on giving back to the cystic fibrosis community.

Firm Start Year

2019

No.of Employees

1

CRD#

6500353

Firm CRD#

305117

Name of Custodial Firm

TD Ameritrade

States Licensed in

IA

Years of Experience in Financial Services

5

Number of Years with Current Firm

1

Work Experience

Kade spent four years as a wealth advisor with a large US accounting firm. He primarily worked with high net worth retirees and business owners by creating complex financial plans and investment strategies. The large downfall is that he was largely working with people that had already successful. Most firms focus on how much money you have because they can charge you more. Kade did not like this. Coming from a background of entrepreneurship, he used the terrible news of his daughter having CF to create Storybook Financial. His company has been designed to focus on financial planning for the young families. Helping healthcare professionals give their lives meaning and working tirelessly to have their finances focused around that meaning.

Investment Types

Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Mortgages & Real Estate

I can meet clients in the following ways

Video Conference, At your home, At your office, Via Phone, Via Email

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm's Number of Clients

11

Firm's Number of Planning Clients

6

Firm's Number of Managed Clients

5

Assets Managed by Firm

$300,000

Advisor's Number of Clients

11

Advisor's Number of Managed Clients

5

Advisor's Number of Planning Clients

6

Assets Managed by Advisor

$300,000

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

0

Compensation Methods

Based on Assets

Fee % Based on Assets

1.25%

Hourly Rate

$200

Additional Details on Charges

Financial Life Planning service is a monthly fee of $300 for you first six months and then $150 a month ongoing. This service includes a discount on investment management fee and tax prep fees. This is priced for couples, individuals received a discount. Fee % Based on Assets starts at 1.00% for financial life planning clients. Asset based fee is a tiered fee and starts being reduced after $250,000 under management.

Minimum Fee Charged for Managed Accounts

$0

Minimum Fee Charged for Hourly Planning Accounts

$0

Bachelor of Science - Finance

Iowa State University
01/01/2005 - 08/1/2007

Bachelor of Science - Accounting

Iowa State University
01/01/2011 - 12/31/2012

Graduate Certificate - Financial Planning

College of Financial Planning
1/1/2015 - 8/1/2018