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2 advisors near 52052
Out of 400,000+ nationwide
Andrew R
Series 63, Series 65
Guttenberg, IA
Eagle Strategies (NY Life)
Andrew Reimer is a financial advisor with Eagle Strategies (New York Life) in Guttenberg, Iowa, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and operates under the Reimer Financial Group, LLC and Your Vision Financial Group for selling New York Life products and brokering non-registered insurance products. Outside of his advisory role, he serves on several local boards including Clayton Ridge Dollars for Scholars and the Foundation of Cornerstone Communities, and consults on farm management and property valuation for eminent domain cases. Eagle Strategies LLC is an SEC-registered investment adviser and a subsidiary of New York Life that serves individual investors, high-net-worth households, and employer-sponsored retirement plans through a network of over 2,400 investment adviser representatives. The firm offers financial planning, retirement plan consulting, and other advisory services, primarily implementing client strategies on a largely non-discretionary basis.
Donna K
Series 65, Series 66
Colesburg, IA
Cetera
Donna Kuhlman is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 18 years of industry experience. She has worked at firms including VOYA Financial Advisors, AssuredPartners Great Plains, and The Friedman Group. Kuhlman volunteers with the Make-A-Wish Foundation, assisting with family interviews and wish grants. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.
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2 advisors near 52052
Out of 400,000+ nationwide