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Fiduciarys in Iowa

Fiduciarys in Des Moines, IA

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41 results found

Jodie Mcdougal Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Recognition • Counselor • Advisor • Equipment Tools Purchasing Agent • Sales Person • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Representative • Promoter • Author • Manager • Owner • Board Member • Chief Administrative Officer • Chief Executive • Operations Manager • Management Team Executive • Secretary • Presenter • Bachelors Degree • Host

Experience & Education

Office:
Davis, Brown, Koehn, Shors & Roberts, P.C.
215 10Th Street, Suite 1300, Des Moines, IA 50309
Phone:
(515) 246-7951 (Phone)
Specialties:
Business Litigation, Commercial Litigation
ISLN:
917957923
Admitted:
2004, Iowa
Biography:
Concentration

Jodie McDougal, a partner at the Davis Brown Law Firm, is a member of the ...
Full Profile

Thomas Cunningham Des Moines, IA

Professions & Specialties

Attorney At Law • Fiduciary • Judge • Trust Law Attorney • Psychologist • Chief Administrative Officer • Chief Executive • Psychology Specialist • Vice President • Board Member • Management Team Executive • Operations Manager • Security • Inspector • Supporting Member • Team Member • Author • Human Resources Specialist • Recruitment • Presenter

Experience & Education

Office:
Nyemaster Goode, P.C.
700 Walnut, Suite 1600, Des Moines, IA 50309
Phone:
(515) 283-8176 (Phone)
Specialties:
Employment Litigation, Employment Counseling and Risk Avoidance
ISLN:
908075278
Admitted:
1984, Missouri, 1989, Iowa
Biography:
Tom Cunningham is a shareholder in the Labor and Employment Department at Nyemaster Goode. Tom...
Full Profile

Rod Kubat Des Moines, IA

Professions & Specialties

Receivership • Fiduciary • Corporate Counsel • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Trust Law Attorney • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Owner • Director • Chief Executive • Operations Manager • Recognition • Representative • Construction • Security • Speaker • Spokesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Author

Experience & Education

Office:
Nyemaster Goode, P.C.
700 Walnut, Suite 1600, Des Moines, IA 50309
Phone:
(515) 283-3197 (Phone)
Specialties:
Banking and Secured Transactions, Business and Commercial Transactions
ISLN:
905718222
Admitted:
1976, Iowa and Kansas
Biography:
Rod Kubat is a shareholder in the firm's Business, Finance, and Real Estate Department. Rod...
Full Profile

Jay Eaton Des Moines, IA

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Administrative Officer • Chief Executive • Owner • Chairperson • Vice President • Representative • Recognition • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction Manager • Foreman • Construction Administrator

Experience & Education

Office:
Nyemaster Goode, P.C.
700 Walnut, Suite 1600, Des Moines, IA 50309
Phone:
(515) 283-3158 (Phone)
Specialties:
Litigation, Business and Commercial Litigation
ISLN:
907673802
Admitted:
1971, Iowa, 1972, Ohio
Biography:
Jay Eaton focuses primarily on complex commercial, environmental and anti-trust litigation and...
O and D and fiduciary liability
Full Profile

Thomas Houser Des Moines, IA

Professions & Specialties

Lawyers • Fiduciary • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • General Contractor • Construction Manager • Construction • Speaker • Spokesperson • School Principal • School Administrator • Educational Manager • Author • Board Member • Chief Executive • Management Team Executive • Operations Manager • Host

Experience & Education

Office:
Davis, Brown, Koehn, Shors & Roberts, P.C.
215 10Th Street, Suite 1300, Des Moines, IA 50309
Phone:
(515) 246-7845 (Phone)
Specialties:
Agribusiness and Cooperatives, Business Organizations and Transactions
ISLN:
906356645
Admitted:
1989, Iowa
Biography:
Concentration

Tom is a senior shareholder of the Davis Brown Law Firm. He is also the...
Full Profile

Margaret Houten Des Moines, IA

Professions & Specialties

Law Specialist • Fiduciary • Trust Law Attorney • Executive Compensation • Chief Executive • Non-Profit • Chairperson • Board Member • Owner • Management Team Executive • Operations Manager • Speaker • Representative • Spokesperson • Associate Professor • Lecturer • Postsecondary Teacher • Certified Nurse Aide • Nurse • Nurse Practitioner • Host

Experience & Education

Office:
Davis, Brown, Koehn, Shors & Roberts, P.C.
215 10Th Street, Suite 1300, Des Moines, IA 50309
Phone:
(515) 288-2500 (Phone)
Specialties:
Business Organizations and Transactions, Emerging Companies
ISLN:
901854627
Admitted:
1979, Iowa, 1981, Tennessee
Biography:
Concentration

Margaret is a senior shareholder of the Davis Brown Law Firm, having...
Full Profile

Debra Pettit Des Moines, IA

Professions & Specialties

General Counsel • Attorney At Law • Lawyers • Judicial Clerk • Chief Judge • Fiduciary • Of Counsel • Jurist • Legal Counsel • Judicial Law Clerk • Judge • Trust Law Attorney • Construction • Representative • Recognition • Coordinator • Volunteer • Managers • Non-Profit • Design Professional • Design Expert • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Human Resources Specialist • Recruitment • Education Teacher • Host

Experience & Education

Office:
Davis, Brown, Koehn, Shors & Roberts, P.C.
215 10Th Street, Suite 1300, Des Moines, IA 50309
Phone:
(515) 288-2500 (Phone)
Specialties:
Commercial Litigation, Construction Contracts and Litigation Law
ISLN:
910114347
Admitted:
1994, Iowa
Biography:
Concentration

Debra is a trial attorney, serving clients in the effective defense and...
Full Profile

Michele Warnock Des Moines, IA

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Trust Law Attorney • Lawyers • Board Member • Management Team Executive • Operations Manager • Representative

Experience & Education

Office:
Davis, Brown, Koehn, Shors & Roberts, P.C.
215 10Th Street, Suite 1300, Des Moines, IA 50309
Phone:
(515) 288-2500 (Phone)
Specialties:
Business Litigation, Employment Law and Labor Relations
ISLN:
920853786
Admitted:
2009, Iowa
Biography:
Concentration

Michele is a member of the firm's Litigation Division, with an emphasis...
Full Profile

Bruce Campbell Des Moines, IA

Professions & Specialties

Conservator • Mediator • Lawyers • Trust Law Attorney • Non-Profit • Philanthrope • Recognition • Speaker • Spokesperson • Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Associate Professor • Lecturer • Postsecondary Teacher • Director • Operations Manager • Host

Experience & Education

Office:
Davis, Brown, Koehn, Shors & Roberts, P.C.
215 10Th Street, Suite 1300, Des Moines, IA 50309
Phone:
(515) 288-2500 (Phone)
Specialties:
Agribusiness and Cooperatives, Business Organizations and Transactions
ISLN:
908581281
Admitted:
1973, Iowa
Biography:
Concentration

Bruce Campbell is a senior shareholder of the Davis Brown Law Firm. As a...
Fiduciary and individual income tax planning
Full Profile

Jason Casini Des Moines, IA

Professions & Specialties

General Counsel • Law Specialist • Corporate Counsel • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Entertainment Professional • Entertainer • Chairperson • Chief Executive • Juris Doctor • Recruitment • Human Resources Specialist • Supporting Member • Volunteer • Team Member • Non-Profit • Author

Experience & Education

Office:
Whitfield & Eddy, P.L.C.
317 Sixth Avenue, Suite 1200, Des Moines, IA 50309
Phone:
(515) 246-5580 (Phone)
Specialties:
Litigation, Product Liability
ISLN:
900562578
Admitted:
1993, Iowa, U.S. Court of Appeals - Eighth Circuit
Biography:
Jay's practice focuses primarily on Litigation. He has successfully represented clients in a wide...
breach of fiduciary duty
Full Profile

Jana Luttenegger Des Moines, IA

Professions & Specialties

Summer Associate • Fiduciary • Executor • Paralegal • Trust Law Attorney • Lawyers • Judicial Law Clerk • Supporting Member • Volunteer • Team Member • Non-Profit • Treasurer • Financial Officer • Financial Manager • Host • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Office:
Davis, Brown, Koehn, Shors & Roberts, P.C.
215 10Th Street, Suite 1300, Des Moines, IA 50309
Phone:
(515) 288-2500 (Phone)
Specialties:
Business Organizations and Transactions, Wills, Trusts - Estate Planning and Probate Law
ISLN:
921977529
Admitted:
2011, Iowa
Biography:
Concentration

Jana is an associate of the Davis Brown Law Firm. She joined the firm's...
Full Profile

Charles Hammack Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Team Leader • Operations Manager • Business Administrator • Owner • Financial Officer • Financial Manager • Chief Executive • Secretary • Bachelor of Arts • Computer Specialist

Experience & Education

Position:
Loan Adjuster/Pre-legal at Wells Fargo
Title:
Pre-legal Team at Wells Fargo
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Wells Fargo - West Des Moines, IALoan Adjuster/Pre-legalsince Mar 2009Wells Fargo - West Des Moines, IASupervisor/CollectionsJan 1994 - Mar 2009
Skills:
Account Management, Negotiation Skills, Needs Assessments, Quality Assurance, Results-oriented,...
Full Profile

Amber Dakan Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist • Office Administrator • Chief Administrative Officer • Chairperson • Operations Manager • Chief Executive • Budget Officer • Financial Compliance Examiner • Auditor • Recruitment • Manager • Apprentice • Bachelor of Science • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist • Student Worker

Experience & Education

Title:
Accountant III at DART
Location:
Des Moines, Iowa Area
Industry:
Transportation/Trucking/Railroad
Work history:
Imagetek Accounting and Human Resources ManagerNov 2009 - Oct 2012Imagetek Office AdministratorJul 2005 - Nov 2009
Skills:
Project Management, Account Management, Process Improvement, Financial Analysis, Management,...
Full Profile

Gordon Fischer Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Organization Management • Guide • Tour Guide • Community Service Manager

Experience & Education

Position:
Vice President of Gift Planning Strategies at Community Foundation of Greater Des Moines
Location:
Des Moines, Iowa Area
Industry:
Nonprofit Organization Management
Work history:
Community Foundation of Greater Des Moines - Des Moines, Iowa AreaVice President of Gift Planning Strategiessince Jul 2013Bradshaw Fowler Proctor & Fairgrave Shareholder1995 - Jun 2013
Languages:
German
Full Profile

Lorrie Roberts Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Director of Operations • Vice President of Finance • Vice President • Chief Executive • Model • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Consumer Fiduciary Operations Manager at Marsh & McLennan Companies, Inc.
Title:
Accounting Manager at Marsh & McLennan Companies, Inc.
Location:
Des Moines, Iowa Area
Industry:
Banking
Work history:
Marsh & McLennan Companies, Inc. - Urbandale, IAConsumer Fiduciary Operations Managersince Jul 2012Wells Fargo - West Des Moines, IAVP of Finance - Costing2003 - Jul 2012
Certifications:
Certified Public Accountant, American Society of Certified Public Accountants
Full Profile

Amber Dakan Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist • Office Administrator • Chief Administrative Officer • Chairperson • Operations Manager • Chief Executive • Financial Compliance Examiner • Auditor • Information Technology Specialist • IT Specialist • Managers • Student Worker

Experience & Education

Title:
Accountant III at DART
Location:
Des Moines, Iowa Area
Industry:
Transportation/Trucking/Railroad
Work history:
Imagetek Accounting and Human Resources ManagerNov 2009 - Oct 2012Imagetek Office AdministratorJul 2005 - Nov 2009
Skills:
Project Management, Account Management, Process Improvement, Financial Analysis, Management,...
Full Profile

Deena Klesel Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Manager • Financial Director • Chief Administrative Officer • Financial Officer • Chief Executive • Student Worker • Clerical Specialist

Experience & Education

Title:
Financial Manager for Iowa EPSCoR at Bioeconomy Institute, Iowa State University
Location:
Des Moines, Iowa Area
Industry:
Accounting
Work history:
Bioeconomy Institute, Iowa State University - Ames, IAFinancial Manager for Iowa EPSCoRFeb 2012 - Mar 2013Institute for Physical Research and Technology (IPRT) Administrative Specialist IIDec 2010 - Feb 2012
Full Profile

Daniel Conway Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Underwriter • Non-Profit

Experience & Education

Position:
Account Underwriter at Travelers
Location:
Des Moines, Iowa Area
Industry:
Banking
Work history:
Travelers - Des Moines, Iowa AreaAccount Underwritersince Sep 2012Wells Fargo Home Mortgage - Des Moines, Iowa AreaHome Preservation SpecialistsJan 2012 - Sep 2012
Skills:
Underwriting
Full Profile

Clark Grinde Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at CG Financial Consulting, Financial Planner and Advisor at CG Financial Consulting
Title:
Financial Planner and Advisor at CG Financial Consulting
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
CG Financial Consulting PresidentCG Financial Consulting Financial Planner and Advisorsince Dec 2002
Full Profile

Andy Sass Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Sales Account Associate • Sales Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Researcher • Survey Researcher • Security • Sales Manager

Experience & Education

Position:
Sales Associate at Ferguson Commercial Real Estate Services
Location:
Des Moines, Iowa Area
Industry:
Real Estate
Work history:
Ferguson Commercial Real Estate Services Sales Associatesince 2011AEGON USA Realty Advisors Applied Research InternAug 2009 - Jan 2010
Full Profile

John Briles Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Co-Owner • Financial Director • Owner • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Subject Matter Expert • Skilled Professional • Managers • Advisor • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Executive and Co-Owner All Star Dance Supply Company
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
SSC Corporation - Urbandale, IAAccountingSep 2011 - May 2012Marsh Finance Manager IIApr 2008 - Nov 2010
Certifications:
Certified Public Accountant (inactive), Iowa Examining Board
Chartered Fianncial Consultant, The American College
Full Profile

Osnel Vilmael Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Team Member • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Client Service Associate at Principal Financial Group, Client Service Associate at Principal ...
Title:
Senior Client Service Associate at Principal Financial Group
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Principal Financial Group - Des Moines, Iowa AreaSenior Client Service Associatesince Mar 2012Principal Financial Group - Des Moines, Iowa AreaClient Service Associatesince Nov 2010
Languages:
Haitian Creole
Full Profile

Kirk Irwin Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Administrative Officer • Chief Executive • Operations Manager • Adjunct Instructor • Lecturer • Postsecondary Teacher • Human Resources Specialist • Recruitment • Organization Management

Experience & Education

Position:
Chief Administrative Officer at Greater Des Moines Partnership, Adjunct Instructor at Des Moines...
Location:
Des Moines, Iowa Area
Industry:
Nonprofit Organization Management
Work history:
Greater Des Moines Partnership Chief Administrative Officersince Aug 2007Des Moines Area Community College - Urban CampusAdjunct Instructorsince Dec 2012
Full Profile

Mary Van Dyke Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Account Service Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Customer Service

Experience & Education

Position:
Account Executive at Principal Financial Group
Title:
Account Executive - Retirement Services - Principal Financial Group
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Principal Financial Group - Des Moines, Iowa AreaAccount Executivesince Nov 2005Principal Financial Group Principal Connection Sales CounselorJun 2004 - Nov 2005
Full Profile

Kyle Corcoran Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Deputy Director • Assistant Vice President • Deputy Manager • Chief Executive • Vice President • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Assistant Director - Fiduciary and Valuation Services at RERC Corporation
Title:
Assistant Director - Fiduciary and Valuation Services at RERC
Location:
Des Moines, Iowa Area
Industry:
Real Estate
Work history:
RERC Corporation Assistant Director - Fiduciary and Valuation Servicessince Sep 2010NorthMarq Assistant Vice PresidentDec 2004 - Aug 2010
Full Profile

Cindy Eaton Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Fiduciary Advisory Specialist at Wells Fargo Private Bank
Title:
Vice President & Fiduciary Advisory Specialist at Wells Fargo Private Bank
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Wells Fargo Private Bank - 7th & WalnutFiduciary Advisory Specialistsince Mar 1986
Certifications:
CTFA, Institute of Certified Bankers
Full Profile

Jeffrey Towle Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Assistant Vice President • Vice President • Chief Executive • Captain • Commander • Security • Team Member • Security and Investigations Professional • IT Security • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President and Senior Trust Administrator at Wells Fargo Bank, Member at Flotilla...
Location:
Des Moines, Iowa Area
Industry:
Public Safety
Work history:
Wells Fargo Bank Assistant Vice President and Senior Trust Administratorsince May 2010Flotilla 085-33-04 USCGAUX Membersince Oct 2001
Skills:
Incident Management and Continuity Planning
Full Profile

Patrick Wood Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Chief Accountant • Account Manager • Board Member • Management Team Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • DB Administrator • Database Administration Professional • Database Administrator • Construction • Business Administrator • Team Member • Photographer • Biotechnology Professional • Biologist • Biological Scientist • Student Worker

Experience & Education

Position:
Accounting Manager at Kemin Industries
Location:
Des Moines, Iowa Area
Industry:
Accounting
Work history:
Kemin Industries - Des Moines, Iowa AreaAccounting Managersince Jul 2013Kemin Industries - Des MoinesKANA Senior AccountantMar 2013 - Jul 2013
Full Profile

Roger Willroth Des Moines, IA

Professions & Specialties

Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Non-Profit • Clergy • Master of Divinity • Bachelor of Arts • Department Supervisor • Manager • Operations Manager

Experience & Education

Position:
Principal at Marrs Wealth Management, LLC
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Work history:
Marrs Wealth Management, LLC Principalsince Dec 2009Marrs and Associates Associate Financial AdvisorJul 1998 - Jan 2010
Skills:
Managing Wealth for Individuals of High Net Worth
Accredited Investment Fiduciary The Center for Fiduciary Studies Univers..
Full Profile

Mary Jo Rapp Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Board Member • Chief Executive Officer • Chief Operating Officer • Financial Director • Management Team Executive • Operations Manager • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Financial Officer • Financial Manager • Chief Administrative Officer • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Supervisor • Organization Management • Managers

Experience & Education

Title:
Senior Executive, Finance and Insurance Operations
Location:
Des Moines, Iowa Area
Industry:
Insurance
Work history:
Easter Seals Board Member2006 - 2011Marsh Inc. - U.S. Consumer Managing Director, COO/CFO1986 - 2011
Certifications:
Certified Public Accountant, American Institute of Certified Public Accountants
FLMI, Fellow, Life Management Institue
Full Profile

Laura West Des Moines, IA

Professions & Specialties

Trust Law Attorney • Lawyers • Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Financial Manager • Chief Executive • Adjunct Instructor • Lecturer • Postsecondary Teacher • Financial Services Professional • Financial Services Sales Agent • Operations Manager

Experience & Education

Position:
Partner at West Financial Advisors
Title:
CERTIFIED FINANCIAL PLANNER™ & CPA
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
West Financial Advisors Partnersince Apr 2006Iowa State University Adjunct LecturerJan 2010 - Dec 2010
Skills:
Financial Planning, Asset Management, Personal Finance, Financial Advisory, Investment Advisory,...
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards Inc
Certified Public Accountant, State of Iowa Professional Licensing Bureau
Focus on Fiduciary
Full Profile

Janet Kubik Des Moines, IA

Professions & Specialties

Assistant Vice President • Director • Vice President • Chief Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Investor • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President at Principal Financial Group, Director at Principal Financial Group
Title:
Assistant Vice President at Principal Financial Group
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Principal Financial Group Assistant Vice Presidentsince Dec 2009Principal Financial Group Directorsince Jun 1986
401,k,Fiduciary Support
Full Profile

Jim Aif Des Moines, IA

Professions & Specialties

Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
RVP at Transamerica Retirement Services
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Transamerica Retirement Services RVPHorace Mann Regional Vice Presient2005 - 2007
The Committee for the Fiduciary Standard
Full Profile

Kent Kramer Des Moines, IA

Professions & Specialties

Trust Law Attorney • Lawyers • Advisor • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • State Representative • Civil Servant • Financial Manager • Community Service Manager • Government Administration Professional • Puchasing and Estimating Manager

Experience & Education

Position:
Co-CIO / Lead Advisor / Partner at Foster Group
Title:
Co-CIO / Lead Advisor / Partner, Foster Group
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Foster Group - West Des Moines, IowaCo-CIO / Lead Advisor / Partnersince Mar 2001State of Iowa - Johnston, IowaState Representative2003 - 2005
Certifications:
Certified Financial Planner, CFP Board of Standards
Accredited Investment Fiduciary (AIF), fi360
Full Profile

Brian Danielson Des Moines, IA

Professions & Specialties

Trust Law Attorney • Lawyers • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Caregiver • Nursing Assistant • Customer Service

Experience & Education

Position:
RELATIONSHIP MANAGER at Great-West Retirement Services
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Great-West Retirement Services RELATIONSHIP MANAGERsince Oct 2008DANIELSON CONSULTING May 2006 - Oct 2008
Skills:
Mutual Funds, Banking, Securities, Retirement Planning, Financial Advisory, Pensions, Employee...
FIDUCIARY RESPONSIBILITIES AND ASSET INFORMATION
Full Profile

Brent Hulbert Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Agent • Sales Representative • School Principal • School Administrator • Educational Manager • Master of Business Administration

Experience & Education

Position:
Retirement Plan Consultant at 401(k) Advisors
Location:
Urbandale, Iowa
Industry:
Financial Services
Work history:
401(k) Advisors - Urbandale, IowaRetirement Plan Consultantsince Mar 2012MassMutual Financial Group Associate Investment SpecialistApr 2011 - Mar 2012
Skills:
Insurance, New Business Development, Customer Service, Sales, 401k, Marketing Strategy
Full Profile

Wyatt Yon Des Moines, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Client Service Officer • Sales Representative • Master of Business Administration • School Administrator • Educational Manager • Customer Service

Experience & Education

Position:
Investment Advisor Representative at ING
Title:
Investment Advisor Representative
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
ING Investment Advisor Representativesince 2005Principal Financial Group Investment Advisor Representative1997 - 2005
Full Profile

Jean Ulrichson Des Moines, IA

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Chief Executive • Client Service Officer • Customer Service • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Holmes Murphy & Associates
Location:
Des Moines, Iowa Area
Industry:
Insurance
Work history:
Holmes Murphy & Associates Vice PresidentPrincipal Financial Group Group Service Rep1988 - 1999
fiduciary oversight
Full Profile

Joni Tibbetts Des Moines, IA

Professions & Specialties

School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President- RIS Product Management at Principal Financial Group
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Principal Financial Group Vice President- RIS Product Management
401,k,Fiduciary Support
Full Profile

Jeffrey Tiefenthaler Cedar Rapids, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Operations Manager • Sales Support • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Human Resources Specialist • Recruitment • Tour Guide • Educational Counselor • Student Worker

Experience & Education

Position:
Director of Sales at Transamerica
Title:
Living a life of Significance
Location:
Cedar Rapids, Iowa
Industry:
Financial Services
Work history:
Transamerica - Cedar Rapids, Iowa AreaDirector of Salessince Nov 2012MassMutual Financial Group - West Des Moines, IAFinancial Advisor & Managing AssociateDec 2010 - Nov 2012
Skills:
Series 63, Series 6, Series 65, Life & Health Insurance Licenses, SANDLER Sales &...
Full Profile

Kathy Mcguire Portland, OR

Professions & Specialties

Planner • Leader • Managers • Sports Trainer • Sports Trainers • Builder • Construction Specialist • Construction Laborer • Human Resources Specialist • Recruitment • Sales Director • Vice President • Sales Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Contractor • Independent Business Owners • Financial Services Sales Agent

Experience & Education

Position:
Sales Director at United Healthcare Medicare Solutions
Title:
Strategic Planner | Leader | Coach | Sales | Relationship Builder | Recruiter
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
United Healthcare Medicare Solutions Sales Directorsince Jun 2013Prudential Financial - Meridian IDVice President Territory Operations and ControlMar 2012 - Mar 2013
Certifications:
Charter Financial Consultant (ChFC), American College
Chartered Life Underwriter (CLU), American College
..as Registered Principle monitoring fiduciary and FINRA best practices
Full Profile

Fiduciarys near Des Moines, IA02468West Des Moines


Fiduciarys around Des Moines, IA


Fiduciarys in Iowa

Sub-specializations

Executor  (5)
Fiduciary  (41)