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Staff Biographies

As investment professionals in Burlington and West Burlington, Iowa, we strive to help clients pursue their financial goals by using a variety of investment strategies.  Whether just starting your IRA or already investing and saving for retirement, we have the tools and experience to help you.

Mike Schwenker, CLU, ChFC®
Program Manager / Financial Consultant
LPL Financial

  • Associate in Arts
     

  • Bachelor of Science, Business Administration and Management
     

  • Chartered Life Underwriter (CLU)
     

  • Chartered Financial Consultant (ChFC)
     

  • Securities Series 6, 7, 26, and 63 registered through LPL Financial
     

  • Life, Health, and Accident licensed

Kim Klein
Administrative Assistant
LPL Financial

  • Four Points Goodwill Ambassador
     

  • Greets all clients and guests
     

  • Prepares all paperwork and
    correspondence

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