Steve Yerkes
Educating students and guiding clients to confidence in financial planning.
- Role
- Partner at Lakeview Wealth Partners
- Location
- Waterloo, IA, US
- LinkedIn followers
- 500 followers
About Steve Yerkes
Steve is a Certified Financial Planner and partner of Lakeview Wealth Partners, a…
Experience
Partner
Aug 2008 — Present · Waterloo, IA, US
Partner of Lakeview Wealth Partners, a multi-advisor team under the Northwestern Mutual Wealth Management Company. Steve focuses on pre-retirement/retirement clients and overall planning strategy for the practice.
Education
Azusa Pacific University
BA, Psychology
2002 — 2005
The American College of Financial Services
Master of Science (M.S.), Financial Planning and Services
2014 — 2017
Skills
- Retirement Planning
- Financial Services
- Life Insurance
- Financial Planning
- Retirement
- Strategic Financial Planning
- Insurance
- Long-Term Care
- Employee Benefits
- Disability Insurance
- Estate Planning
- Investments
- Iras
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