Meet Our Professionals
Kim Snook, CFP®, CRPC®
Kim Snook manages American Trust 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 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.
Dena Petersen is an investment advisor at our Asbury office. Dena has been in the retirement and financial services industry for over 10 years. Dena holds the FINRA Series 6, 7, 63, and 65 securities registrations and Iowa, Illinois, and Wisconsin life insurance licenses.
Lindsey Wolter is a Brokerage Administrative Assistant at our Main Street office. Lindsey is a graduate of Iowa State University, Ames, Iowa. Lindsey holds series 6 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, insurance products and advisory services are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Angency), member FINRA / SIPC. Investments are: * Not FDIC/NCUSIF insured *May go down in value *Not financial institution guaranteed *Not a Deposit *Not insured by a federal government agency. Cetera is not affiliated with the financial institution where investment services are offered.
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.