Keith Jones, Financial Advisor

Financial Advisor
Keith R Jones

CFP®
103 North Avenue Suite 3, Council Bluffs, IA 51503opens in a new window
Referrals Only
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Values and Faith Based Investing
  • Accountants
  • Corporate Executives

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Book Collecting
  • Motorcycles
  • Volunteering

Team Members

  • Lora Schlines
    Sr. Branch Office Administrator
  • Sally Grosenbach
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed Closed for Holiday
Thu Closed for Holiday
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(712) 322-4970

Fax

(888) 606-7578

Office Address

103 North Avenue Suite 3
Council Bluffs, IA 51503opens in a new window

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