Brokerage Services

Meet Our Brokerage Professionals

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Don Warren
Brokerage Services Manager
563.589.0831 or 800.373.1841
Email Don Warren

Don Warren is responsible for the administration of American Trust Brokerage Services. Don also manages the Brokerage Services office located at 895 Main Street. Don graduated from Iowa State University, Ames, Iowa, and has been in the financial services industry for over 15 years. Don holds the FINRA Series 7 and 63 securities registrations and an Iowa life insurance license.

Kim Snook, CFP®, CRPC®, CPCU
Investment Representative
563.583.5759 or 800.373.1841
Email Kim Snook

Kim Snook manages Brokerage Services 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 20 years. Kim holds the FINRA Series 7 and 63 securities registrations and an Iowa life insurance license. Kim obtained the Certified Financial Planner designation in 1995, the professional insurance designation, Chartered Property Casualty Underwriter in 2002, and the Chartered Retirement Planning Counselor designation in 2007.

Teri Lawson
Administrative Assistant
563.582.1841 ext. 331 or 800.373.1841
Email Teri Lawson

Teri Lawson assists in the administration of the entire Brokerage Services department. Teri graduated from Clarke College, Dubuque, Iowa, and has been in the financial services industry for over 12 years. She holds the FINRA Series 7 and 63 securities registrations and an Iowa life insurance license.

PrimeVest Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured *May go down in value *Not financial institution guaranteed *Not a Deposit *Not insured by a federal government agency.

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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.