With over ten years of diversified work in the financial industry, I am skilled at working with my clients, no matter what stage of life they're in. I pride myself on providing outstanding customer service while running an ethical business.
I partner with my clients to find out, first, what's most important to them. Then, we work together on customizing a strategy to help them achieve their financial goals.
Aside from finances and investments, I love to really get to know my clients and learn about their lives. Behind the scenes of every financial goal is a client's story – Your story.
I grew up in Minneapolis and was recruited to the University of Iowa where I played basketball and studied business. After graduating, I met my wife and we planted our roots in Grimes, Iowa. We now have a daughter, Scotlyn. I enjoy spending time with family and friends, golfing, boating and traveling. I am proud to call Iowa my home and am looking forward to serving my clients for years to come.
What's your story?
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Office Address1205 2nd Street
Perry, IA 50220 opens in a new window
Mailing AddressP O Box 484
Perry, IA 50220
Phone NumberAndrew Brommer at (515) 465-5336
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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