- Investment Advisor
As one of the oldest full-service firms in Siouxland, we manage all aspects of your investments, both business & personal.
Please call for a consultation with one of our financial advisors.
Whom to Contact
- Cindy AgnesVice President/InvestmentsPhone: (712) 252-6920
- Kim Cleaver KletschkeVice President/InvestmentsPhone: (712) 252-6955
- Patrick CoreyBranch ManagerPhone: (712) 252-6920
- Dennis DashnerFinancial AdvisorPhone: (712) 252-6920
- Korey KletschkeChFc / Financial AdvisorPhone: (712) 252-6975
- Rick KneipFinancial AdvisorPhone: (712) 252-6920
- Robert ShultzFinancial AdvisorPhone: (712) 252-6920
You can reach us via I-29, IA Hwys. 75 or 20, NE Hwys. 77 or 20. We are in downtown Sioux City on the corner of 4th & Jackson where there is plenty of parking. Please call for personalized directions.