Kim Snook, CFP®, CRPC®
Brokerage Services Manager
563.583.5759 or 800.373.1841
Kim Snook manages American Trust Brokerage Services, and is an Investment Advisor at our Kennedy Road and Dyersville offices. Kim graduated from Iowa State University, Ames, Iowa, and has been in the insurance and financial services industry for over 25 years. Kim holds the FINRA Series 7 and 63 securities registrations and Iowa, Illinois, and Wisconsin life insurance licenses. Kim obtained the Certified Financial Planner designation in 1995 and the Chartered Retirement Planning Counselor designation in 2007.
Brokerage Administrative Assistant
563.583.5751 or 800.373.1841
Lindsey Wolter is an Investment Representative and the Brokerage Administrative Assistant at our Kennedy Road office. Lindsey is a graduate of Iowa State University, Ames, Iowa. Lindsey holds the FINRA series 6, 7, and 63 security registrations.
Brokerage Sales Assistant
563.582.1841 or 800.373.1841
Joshua Vondran is the Brokerage Sales Assistant at our Main Street office. Joshua is a graduate of Northeast Iowa Community College, Peosta, Iowa. Joshua holds the FINRA series 6,7, and 63 security registrations, and Iowa life insurance license.
To learn more about about Cetera Investment Services LLC, visit their web site at www.ceterainvestmentservices.com. Or, contact one of our Brokerage Services professionals.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.