DeAnn Thompson, Financial Advisor located in Huxley, IA

Financial Advisor
DeAnn K Thompson

CFP®, CPWA®
108 N Highway 69 Suite 3, Huxley, IA 50124opens in a new window
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Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

Personal Interests

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

Team Members

  • Heidi Smith
    Associate Financial Advisor
  • Brendan Gorman
    Branch Office Administrator
  • Lydia Patefield
    Branch Office Administrator
  • Kaitlyn Walter
    Branch Office Administrator

Send Me a Message

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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) 823-0766

Fax

(888) 812-7398

Office Address

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

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