Innovator Tier
TruStage
Since our founding in 1935 by credit union pioneers, CUNA Mutual Group has been committed to improving the quality of life in the communities where our employees live and work and dedicated to helping customers achieve financial success.We support the trust you place in us through:
Insurance and protection for your credit union and members;
Lending solutions and marketing programs for bottom-line impact;
A new consumer brand – TruStage™ – to help credit union members protect what matters most;
Retirement planning services for credit unions and small businesses
Crop insurance for America’s farmers
For more information, check out www.cunamutual.com
Since our founding in 1935 by credit union pioneers, CUNA Mutual Group has been committed to improving the quality of life in the communities where our employees live and work and dedicated to helping customers achieve financial success.
We support the trust you place in us through:
Insurance and protection for your credit union and members;
Lending solutions and marketing programs for bottom-line impact;
A new consumer brand – TruStage™ – to help credit union members protect what matters most;
Retirement planning services for credit unions and small businesses
Crop insurance for America’s farmers
For more information, check out www.cunamutual.com
Catalyst Tier
Creative Planning
BerganKDV was formed when three successful firms merged – Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.BerganKDV was formed when three successful firms merged – Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.
Catalyst Tier
Financial Decisions Group
FDG has been locally owned since 1960 and still maintains the core values and commitment to personalized service that has earned us trust from each of our clients. We enjoy offering you the benefits of comprehensive financial information and resources in an environment of hometown service.FDG has been locally owned since 1960 and still maintains the core values and commitment to personalized service that has earned us trust from each of our clients. We enjoy offering you the benefits of comprehensive financial information and resources in an environment of hometown service.
Catalyst Tier
The Accel Group
The Accel Group is an independent insurance agency serving Iowa and beyond. Whether you are looking for individual solutions, business solutions, agribusiness solutions or employee benefits, each agent will provide you with a personalized experience in assessing your risks and finding the most appropriate protection for your needs. Currently we have five convenient office locations in Cedar Falls, Cedar Rapids, Coralville, Waverly, and West Des Moines. Within our office locations, you will find a team of knowledgeable associates, ready and willing to guide you through protecting what matters most.The Accel Group is an independent insurance agency serving Iowa and beyond. Whether you are looking for individual solutions, business solutions, agribusiness solutions or employee benefits, each agent will provide you with a personalized experience in assessing your risks and finding the most appropriate protection for your needs. Currently we have five convenient office locations in Cedar Falls, Cedar Rapids, Coralville, Waverly, and West Des Moines. Within our office locations, you will find a team of knowledgeable associates, ready and willing to guide you through protecting what matters most.
Partner Tier
AssuredPartners
Insurance Agency specializing in Transportation, Home & Auto, Life & Disability, Commercial, Individual/Group Healthcare, and Multi-Family Real Estate InsuranceInsurance Agency specializing in Transportation, Home & Auto, Life & Disability, Commercial, Individual/Group Healthcare, and Multi-Family Real Estate Insurance
Partner Tier
Discerning Wealth
At Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC; we take the time to get to know you and your goals for the future. Then, using our integrated team approach, we work closely with you to create a personalized plan that helps you set and reach your goals while giving you the confidence to live life brilliantly.Our mission is to help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life.
At Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC; we take the time to get to know you and your goals for the future. Then, using our integrated team approach, we work closely with you to create a personalized plan that helps you set and reach your goals while giving you the confidence to live life brilliantly.
Our mission is to help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life.
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Partner Tier
Financial Resource Advisors
FRA has provided financial services since 1978 and is focused on providing the best independent, professional asset management and financial advice to individuals and businesses. Our services navigate the development, implementation, and monitoring of strategies designed to address your individual situation. Our Retirement Plan Services Team specializes in services to employer sponsored retirement plans, such as 401(k) and Cash Balance Pension Plans. We provide top-level guidance to management on investments, risk and fiduciary duties, and employee education.FRA has provided financial services since 1978 and is focused on providing the best independent, professional asset management and financial advice to individuals and businesses. Our services navigate the development, implementation, and monitoring of strategies designed to address your individual situation. Our Retirement Plan Services Team specializes in services to employer sponsored retirement plans, such as 401(k) and Cash Balance Pension Plans. We provide top-level guidance to management on investments, risk and fiduciary duties, and employee education.
Partner Tier
Highstreet Insurance
Highstreet Insurance serves as a crucial intermediary between clients and insurance companies. Offering a range of insurance products to meet various needs. We operate with a focus on providing personalized service, understanding clients' unique circumstances, and offering tailored insurance solutions that provide financial protection and peace of mind. We pride ourselves on excellent customer service, ensuring clients receive prompt assistance and clear explanations regarding their insurance options. Whether it's auto, home, life, health, or business insurance, we strive to educate clients about their coverage choices and helps them make informed decision. We would love to opportunity to be a part of your personal or professional insurance program.Highstreet Insurance serves as a crucial intermediary between clients and insurance companies. Offering a range of insurance products to meet various needs. We operate with a focus on providing personalized service, understanding clients' unique circumstances, and offering tailored insurance solutions that provide financial protection and peace of mind. We pride ourselves on excellent customer service, ensuring clients receive prompt assistance and clear explanations regarding their insurance options. Whether it's auto, home, life, health, or business insurance, we strive to educate clients about their coverage choices and helps them make informed decision. We would love to opportunity to be a part of your personal or professional insurance program.
Partner Tier
Northwestern Mutual
PLANNING WITH NORTHWESTERN MUTUALOur financial planning process is designed to help you make the most of your money,
no matter how much you have, so you can balance the life you want now and later.
PLANNING WITH NORTHWESTERN MUTUAL
Our financial planning process is designed to help you make the most of your money,
no matter how much you have, so you can balance the life you want now and later.
Partner Tier
Thrivent Financial Midwest Group
We're Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization nearly 2.5 million members strong. We're a Fortune 500 financial services organization with the strength of more than $75 billion in assets under management. Being membership-owned, we do what's best for our members, supporting the values of faith, family, stewardship and service.We're Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization nearly 2.5 million members strong. We're a Fortune 500 financial services organization with the strength of more than $75 billion in assets under management. Being membership-owned, we do what's best for our members, supporting the values of faith, family, stewardship and service.
Brummel Madsen Insurance
Partner with Brummel Madsen Insurance to find the right personal, commercial, health and life insurance services to fit your needs.Partner with Brummel Madsen Insurance to find the right personal, commercial, health and life insurance services to fit your needs.
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HealthPartners
HealthPartners UnityPoint Health is driven to improve the health and well-being of those we serve. Launched in 2015, the company combines the award-winning health plan financing and administration of HealthPartners with UnityPoint Health’s extensive provider network and care system.Together, HealthPartners UnityPoint Health offers high-quality, affordable care plus coverage in Iowa and western Illinois.
To learn more, visit HealthPartnersUnityPointHealth.com
HealthPartners UnityPoint Health is driven to improve the health and well-being of those we serve. Launched in 2015, the company combines the award-winning health plan financing and administration of HealthPartners with UnityPoint Health’s extensive provider network and care system.
Together, HealthPartners UnityPoint Health offers high-quality, affordable care plus coverage in Iowa and western Illinois.
To learn more, visit HealthPartnersUnityPointHealth.com
Sara Kelsey Agency - Country Financial
Home, Auto, Life, and Commercial InsuranceHome, Auto, Life, and Commercial Insurance
Catalyst Tier
The Accel Group
The Accel Group is an independent insurance agency serving Iowa and beyond. Whether you are looking for individual solutions, business solutions, agribusiness solutions or employee benefits, each agent will provide you with a personalized experience in assessing your risks and finding the most appropriate protection for your needs. Currently we have five convenient office locations in Cedar Falls, Cedar Rapids, Coralville, Waverly, and West Des Moines. Within our office locations, you will find a team of knowledgeable associates, ready and willing to guide you through protecting what matters most.The Accel Group is an independent insurance agency serving Iowa and beyond. Whether you are looking for individual solutions, business solutions, agribusiness solutions or employee benefits, each agent will provide you with a personalized experience in assessing your risks and finding the most appropriate protection for your needs. Currently we have five convenient office locations in Cedar Falls, Cedar Rapids, Coralville, Waverly, and West Des Moines. Within our office locations, you will find a team of knowledgeable associates, ready and willing to guide you through protecting what matters most.
Tuve Investments, Inc.
Started in 1953 by Stanley A. Tuve, Tuve Investments, Inc. has been helping clients achieve financial security through our cutting edge, individualized financial strategies specifically designed to meet our client’s goals. From complex wealth management to your retirement needs, we can help you with your financial planning.Started in 1953 by Stanley A. Tuve, Tuve Investments, Inc. has been helping clients achieve financial security through our cutting edge, individualized financial strategies specifically designed to meet our client’s goals. From complex wealth management to your retirement needs, we can help you with your financial planning.
