financial advisor in Ankeny Mike Mathis
305 S. Ankeny Boulevard
Ankeny, IA 50021
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It is my pleasure to serve the financial needs of people in the Ankeny and Newton areas. My experience in the financial industry started in 1992. I hold a Bachelor of Science degree in education from Grand View University. Arkansas Insurance Producer License Number 6845068.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy golfing.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office305 S. Ankeny Boulevard
Ankeny, IA 50021
Secondary office112 West 2nd Street
Newton, IA 50208
Secondary office801 Broadway Street
Pella, IA 50219
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.