Meet Our Professionals

Kim Snook, CFP®, CRPC®
Brokerage Services Manager
Investment Representative
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 and Wisconsin life insurance licenses. Kim obtained the Certified Financial Planner designation in 1995 and the Chartered Retirement Planning Counselor designation in 2007.

Nathan Breiby, CRC®
Investment Representative
563.589.0831 or 800.373.1841

Nathan Breiby is an investment advisor at our Main Street and Asbury Road offices. Nathan graduated from University of Wisconsin-Platteville, Platteville, Wisconsin. Nathan holds the FINRA Series 6, 7, and 63 securities registrations and Iowa, Illinois, and Wisconsin life insurance licenses. Nathan obtained the Certified Retirement Counselor designation in 2015.

Lindsey Wolter
Brokerage Administrative Assistant

Lindsey Wolter is a Brokerage Administrative Assistant at our Main Street office. Lindsey is a graduate of Iowa State University, Ames, Iowa. Lindsey holds the FINRA series 6, 7, and 63 security registrations.

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.

View Cetera Investment Services privacy policy and other important information.

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.