Allison Ver Steegt, Financial Advisor located in Ankeny, IA

Financial Advisor
Allison Ver Steegt

CFP®, ChFC®, CRPC™
215 NW 18th St Ste 103, Ankeny, IA 50023opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Volunteering
  • Genealogy
  • Painting
  • Animal Rescue
  • Vintage Cars

Team Members

  • Alissa Klopf
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(515) 964-2122

Fax

(877) 261-5719

Office Address

215 NW 18th St Ste 103
Ankeny, IA 50023opens in a new window

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