Jerri Soukup, Financial Advisor located in Algona, IA

Financial Advisor
Jerri Soukup

MS, CFP®, AAMS®
1910 US Highway 18 East, Algona, IA 50511opens in a new window
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Kris Laubenthal
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(515) 295-7766

Fax

(855) 806-0325

Office Address

1910 US Highway 18 East
Algona, IA 50511opens in a new window

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