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Trust Law Attorneys in Iowa

Trust Law Attorneys in Sioux City, IA

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4 results found

Jared Faltys Sioux City, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Partner • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Marketing Manager • Government Administration Officer • Civil Servant • Education Professional • Instructor • Financial Services Professional • Financial Services Sales Agent • Web Marketer

Experience & Education

Position:
Partner at Retirement Plan Consultants, LLC, Partner at Wealth Management, LLC, Partner at...
Location:
Sioux City, Iowa Area
Industry:
Investment Management
Work history:
Retirement Plan Consultants, LLC Partnersince 2006Wealth Management, LLC Partnersince 2001
Skills:
Personal Financial Planning, Business Consulting, Investment Consulting & Back Office Support,...
Full Profile

Chris Norvell Sioux City, IA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Credit Analyst • Certified Public Accountant • Loan Accountant • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Independent Contractor • Contractor • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Commerical Banking Credit Analyst at US Bank, Self-Employed C.P.A. at CD Norvell
Location:
Sioux City, Iowa Area
Industry:
Banking
Work history:
US Bank Commerical Banking Credit Analystsince Jan 2010CD Norvell Self-Employed C.P.A.since Jan 2010
Skills:
*Certified Public Accountant - State of Iowa #O12138 Expires 06/30/2011, *Enrolled Agent - Internal ...
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Chad Halder Sioux City, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Team Member

Experience & Education

Position:
Trust Officer at The Citizens First National Bank, Financial Advisor at IBA Securities, division of ...
Title:
Trust Officer at Citizens First National Bank
Location:
Sioux City, Iowa Area
Industry:
Banking
Work history:
The Citizens First National Bank - Storm Lake, IATrust Officersince Jan 2010IBA Securities, division of Broker Dealer Financial Services Corp (Member SIPC & FINRA) - Located at Citizens First National Bank, Storm Lake, IAFinancial Advisorsince Jan 2011
Skills:
Banking, Investment Management, Trust Administration, Estate Administration, Financial Planning,...
Certifications:
Certified Trust and Financial Advisor (CTFA), Institute of Certified Bankers
General Securities Representative, Financial Industry Regulatory Authority (FINRA)
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Kim Huffman Sioux City, IA

Professions & Specialties

Paralegal • Litigation Support Specialist • Trust Law Attorney • Lawyers • Notary • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Certified Public Accountant • Tax Accountant • Juris Doctor • Master of Science • Bachelor of Science • Partner • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Staff Accountant at Terry Lockie and Associates
Title:
Accountant at Terry Lockie and Associates
Location:
Sioux City, Iowa Area
Industry:
Accounting
Work history:
Terry Lockie and Associates Staff Accountantsince Feb 2012McGrath North Mullin & Kratz ParalegalOct 2007 - Dec 2011
Skills:
Estate Planning, Estate Administration, Tax Preparation, Probate, Tax, Trusts, Wills, Notary Public
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Sub-specializations

Fiduciary  (4)