portrait of DeAnn K Thompson
FINANCIAL ADVISOR

DeAnn K Thompson

CFP®, CPWA®, AAMS™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    Certified Financial Planner™

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Reading
  • Traveling
  • Antiquing

Team Members

  • Karla Przybyszewski
    Sr. Branch Office Administrator
  • Lydia Patefield
    Branch Office Administrator
  • Heidi Smith
    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 - 04:30PM
Sat Closed
Sun Closed

Phone

(515) 597-3755

Fax

(888) 812-7398

Office Address

108 N Highway 69 Suite 3
Huxley, IA 50124opens in a new window

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