Jessie Schultz, Financial Advisor located in Charles City, IA

Financial Advisor
Jessie K Schultz

CFP®
218 N Main Street, Charles City, IA 50616opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Portfolio Reviews
  • New Investors
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Volunteering
  • Active Lifestyle

Team Members

  • Cheryl Nootnagel
    Sr. Branch Office Administrator
  • Lisa Miller
    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 - 04:00PM
Sat Closed
Sun Closed

Phone

(641) 228-6210

Fax

(888) 531-7505

Office Address

218 N Main Street
Charles City, IA 50616opens in a new window

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