Meet Our Professionals
Brokerage Services Manager
563.589.0831 or 800.373.1841
Don Warren is responsible for the administration of American Trust Brokerage Services. Don also manages the American Trust 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 Iowa, Wisconsin, and Illinois life insurance licenses.
Kim Snook, CFP®, CRPC®
563.583.5759 or 800.373.1841
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 20 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.
Brokerage Operations Coordinator
563.582.1841 ext. 331 or 800.373.1841
Teri Lawson assists in the administration of the entire American Trust Brokerage Services program. Teri graduated from Clarke College, Dubuque, Iowa, and has been in the financial services industry for over 16 years. She holds the FINRA Series 7 and 63 securities registrations and an Iowa life insurance license.
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.