Biographies
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.Biographies
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.
Dwight Hakala, ChFC®
Financial Planner, Investment Advisor Representative
(515) 975-4621
dhakala@financialguide.com
5550 Wild Rose Lane, Suite 100, West Des Moines, IA 50266
Insurance Licenses: AR, FL, IA, IL, KS, MN, MO, OH, TX
Securities Licenses: IA, MO, MN, AR, OH, FL, TX
Licenses: S7, S63, S65, S6
AR Insurance License Number: 650016
Ron Koehler
Financial Planner
(309) 343-1174
(309) 343-9251
rkoehler@financialguide.com
2101 Windish Dr Ste 101; Galesburg, IL 61401
Insurance Licenses: AZ, FL, GA, IA, IL, KY, MI, MN, MO, TN, UT, WI
Securities Licenses: IA, IL, WI, GA, TN, FL, MN, AZ, CO, UT, TX, MN, MI
Licenses: S7, S63, S65, S6
CA Insurance License Number: 0M61113, Domiciled in IL
Casey Kreatz, RICP®, CASL®, ChFC®
Financial Planner
(952) 769-2144
(612) 405-6741
ckreatz@financialguide.com
2 Carlson Parkway N, Suite 320, Plymouth, MN 55447
Insurance Licenses: AZ, FL, GA, IL, MN, NC, SD, TX, WI
Securities Licenses: MN, WI, SD, AZ, MI, GA, IA, IL, NC, FL, LA, TX
Licenses: S7, S63, S6
Rory Lea
Financial Services Professional
(952) 769-2154
(309) 343-9251
rlea@financialguide.com
2 Carlson Parkway N, Suite 320, Plymouth, MN 55447
Insurance Licenses: IA, MN
Securities Licenses: IA, MI, MN, MS, WI
Licenses: S63, S6
Frederick Welch
Financial Services Representative(952) 769-2127
(612) 405-6741
fwelch@financialguide.com
2 Carlson Parkway N, Suite 320, Plymouth, MN 55447
Insurance Licenses: FL, GA, MN
Securities Licenses: MN, WI, GA, SC, AZ, FL, TX
Licenses: S63, S6
CA Insurance License Number: 4160833, Domiciled in MN
Mark Wolpert, CASL®
Financial Planner(952) 769-2128
(952) 854-7889
mwolpert@financialguide.com
2 Carlson Parkway N, Suite 320, Plymouth, MN 55447
mcconachieteam.com
Insurance Licenses: CA, FL, IA, IL, MN, WI
Securities Licenses: MN, WI, FL, IA, TX
Licenses: S63, S6, S7
CA Insurance License Number: 4201849, Domiciled in MN