I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and/or individual strategy.
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 physical office location is in Clive, Iowa, which is a suburb of the capital Des Moines. I also work remotely with my clients in various states where I am licensed to do business. No matter where you live or work, we can connect and I can help you create your financial plan. As a financial advisor I have earned my Series 6, 63, 65, and SIE securities licenses, and I am a member of the Iowa Financial Planning Association.
When working with individuals I handle full comprehensive planning including both investment and insurance needs. With business owners, we specialize in 401k and Cash Balance Plans.
Outside of work, I enjoy spending time with my wife Karly. If there isn't snow on the ground you are likely to find us at the golf course or an Iowa Hawkeye football game!
Financial AdvisorLuke TerHark
I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and/or individual strategy.
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 physical office location is in Clive, Iowa, which is a suburb of the capital Des Moines. I also work remotely with my clients in various states where I am licensed to do business. No matter where you live or work, we can connect and I can help you create your financial plan. As a financial advisor I have earned my Series 6, 63, 65, and SIE securities licenses, and I am a member of the Iowa Financial Planning Association.
When working with individuals I handle full comprehensive planning including both investment and insurance needs. With business owners, we specialize in 401k and Cash Balance Plans.
Outside of work, I enjoy spending time with my wife Karly. If there isn't snow on the ground you are likely to 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.