

Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- New Investors
- Wealth Strategies
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- New Investors
- Wealth Strategies
- Estate & Legacy Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Team Members
Kim WilkieSr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 03:30PM |
| Sat | Closed |
| Sun | Closed |
Phone
(712) 792-0800Fax
(855) 779-4161Office Address
528 North CarrollCarroll, IA 51401opens in a new window
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