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2 advisors near
52052
within the area shown on the map
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) and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has operated his own firm, Reimer Financial Group, LLC, since 2008. Outside of his advisory work, he is involved in several community organizations, serving on the boards of Clayton Ridge Dollars for Scholars, the Guttenberg Economic and Industrial Development Corporation, and the Foundation of Cornerstone Communities, among other activities. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized advice delivered through various program types and manages most assets on a non-discretionary basis within the New York Life affiliate structure.
Donna K
Series 66, Series 65
Colesburg, IA
Cetera
Donna Kuhlman is a financial advisor at Cetera with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including Voya Financial Advisors and The Friedman Group. Outside of her advisory work, Kuhlman volunteers with the Make-A-Wish Foundation and is a licensed notary public. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform providing advisors access to affiliated and third-party model portfolios, discretionary and non-discretionary account management, and various program structures.
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Finding advisors...
2 advisors near
52052
within the area shown on the map
Out of 400,000+ nationwide