Whitney Messerschmitt, Financial Advisor

FINANCIAL ADVISOR
Whitney Messerschmitt

CFP®
119 W Court Ave, Winterset, IA 50273opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Team Members

  • Tami Garrison
    Sr. Branch Office Administrator
    FPQP®

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 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(515) 468-6200

Fax

(888) 258-4511

Office Address

119 W Court Ave
Winterset, IA 50273opens in a new window

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