As a Retirement Income Certified Professional (RICP®), I am passionate about helping clients navigate all stages of their financial journey, from early wealth accumulation to designing sustainable retirement income strategies. Whether you're just starting to save or are nearing retirement, I provide personalized guidance to ensure that your financial goals are met with confidence and security.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
My office is located in Clive, IA, but I also offer remote services to clients in states where I am licensed, ensuring flexible and accessible financial planning support. In addition to working with individuals, I specialize in helping businesses design and implement Cash Balance Plans and 401k plans, offering tailored retirement solutions that meet the unique needs of employers and employees alike. I look forward to working with you to create a customized plan that grows and adapts with you through every stage of life.
Outside of work, I enjoy spending time with my wife Karly. If there isn't snow on the ground you will likely find us at the golf course or an Iowa Hawkeye football game!
Financial AdvisorLuke TerHark
As a Retirement Income Certified Professional (RICP®), I am passionate about helping clients navigate all stages of their financial journey, from early wealth accumulation to designing sustainable retirement income strategies. Whether you're just starting to save or are nearing retirement, I provide personalized guidance to ensure that your financial goals are met with confidence and security.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
My office is located in Clive, IA, but I also offer remote services to clients in states where I am licensed, ensuring flexible and accessible financial planning support. In addition to working with individuals, I specialize in helping businesses design and implement Cash Balance Plans and 401k plans, offering tailored retirement solutions that meet the unique needs of employers and employees alike. I look forward to working with you to create a customized plan that grows and adapts with you through every stage of life.
Outside of work, I enjoy spending time with my wife Karly. If there isn't snow on the ground you will likely find us at the golf course or an Iowa Hawkeye football game!
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
