Find a Financial Advisor or banker

Financial advisors and bankers in Iowa City, IA

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Jeffrey Olson

Jeffrey Olson

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Michael LeFever

Michael LeFever

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Benjamin Fortune

Benjamin Fortune

Wealth Management Associate, U.S. Bancorp Investments

headshot of Andrew Sullivan

Andrew Sullivan

Wealth Management Associate, U.S. Bancorp Investments

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.
headshot of Sandra Steele

Sandra Steele

Wealth Management Banker, U.S. Bank

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of Emma Haxmeier

Emma Haxmeier

Private Wealth Advisor, U.S. Bank

Disclosures