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Details

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General Info

I have been a registered securities representative and financial advisor since 1997. I graduated from St. Ambrose University in 1968 with B.A. degree with a major in economics and a minor in political science. I served in the Army from 1968 to 1970, I graduated from Northern Illinois University in 1972 with an M.A. degree in economics. I owned two automotive parts stores, Hondl Co. and Olsen Auto Parts and an automotive warehouse, K.H. Nissen Dist. Co., which were sold in 1996. I started with the Principal Financial Group in 1997 and am currently an independent broker. I have earned the LUTCF designation as well as the completion of the CFP Certification Professional Education Program from the College for Financial Planning. I have completed studies at The American College earning the Chartered Financial Consultant (ChFC) designation as well as Chartered Life Underwriter (CLU) . I have completed FINRA Series 6, 7, 65 and 66 securities registrations, which allow me to offer securities and fee-based planning services. I also have an insurance license with lines of authority including accident, health, life, variable life and variable annuities.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 563-271-0799

Address:
5103 Utica Ridge Road Davenport, IA 52807
Email:

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Categories
Financing Services, Financial Planning Consultants, Financial Services, Financing Consultants, Loans
Services / Products
Fax Applications, Asset Allocation, Money Transfer, Equal Housing Lender, Commodity Trading Consultants & Advisors, Structured Settlements, Employee Benefit Plans, Credit Reports, Bid Depositories, Chartered Life Underwriters, Letters of Credit, Financial Management, Competitive Analysis, Litigation Support, Financing Services, Trust Management, Money Orders, Fee-Based Financial Planning, Tax Advisors, Financial Assistants, Escrow Services, Wealth Management, Real Estate Appraisals, Family Financial Planning, Advisor Searches, Asset Management, Credit Counseling, Retirement Planning, Insurance Planning, Tax Planning, Online Applications, Asset & Portfolio Management, Traveler's Checks, Direct Lender, Insurance Premiums, Estate Management, Investment Research, Business Planning, Estate Planning, Check Cashing, Financial Analysis, Inheritance Planning, TDD Services, Investment Planning, Franchise Consultants, Equity Investments, Financial Education Workshops, Mergers & Acquisitions, Financial Advisors, Financial Consultants, Charitable Trusts, Stock Investments, Financial Planning, Phone Applications, Debt Management, Receivable Management, Debt Consolidation, Options, Foreign Bonds, Load Funds, Mutual Funds, Investments, SEP Individual Retirement Accounts, Bonds, Money Market Accounts, Annuities, Derivatives, Government Bonds, Index Funds
Payment Options
check
Location
Y
Accreditation

CLU ChFC MA LUTCF

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