Trevor Gottula, Financial Advisor located in Sheldon, IA

Financial Advisor
Trevor S Gottula

CFP®, ChFC®, RICP®
223 9th Street, P O Box 410, Sheldon, IA 51201opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

Team Members

  • Patty Rohwer
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(712) 324-4643

Fax

(888) 215-6078

Office Address

223 9th Street
P O Box 410
Sheldon, IA 51201opens in a new window

Mailing address

Po Box 410
Sheldon, IA 51201

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