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Abby Z

CFP®, ChFC®, Series 65, Series 66

Iowa Falls, IA

Edward Jones

Abby Zaimes is a financial advisor at Edward Jones in Iowa Falls, IA, holding the CFP® and ChFC® designations with three years of industry experience. Prior to Edward Jones, she worked at RSM and has a background that includes roles in both accounting and consulting. Outside of her advisory role, she has engaged in direct sales as an independent consultant for Rodan + Fields. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Douglas H

Series 63, Series 66

Iowa Falls, IA

Edward Jones

Douglas Haverkamp is a financial advisor with Edward Jones in Iowa Falls, IA, holding Series 63 and Series 66 credentials and possessing 36 years of industry experience. He has been with Edward Jones since 1989. Outside of advising, he serves on the Owa Falls Revolving Loan Fund Committee and owns a commercial rental office building and personal farm/timber land used as hunting property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branches, as well as its integrated capabilities including trust services and securities-based lending.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Retired Founder/Business Owner Executive
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