portrait of Allison Ver Steegt
FINANCIAL ADVISOR

Allison Ver Steegt

CFP®, ChFC®, CRPC™
215 NW 18th St Ste 103, Ankeny, IA 50023opens in a new window
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About Allison

We like to serve ordinary people and help them do extraordinary things.

1. WHO WE SERVE
We help a select group of families manage their financial assets, so they can focus on areas of their life that give them joy, meaning and purpose. My practice includes corporate executives, business professionals, entrepreneurs and multi-generational families, who have all accumulated assets, yet need help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence and leave a lasting legacy.

2. WHAT WE PROVIDE
a. Goals-centered advice and superior service
b. Thought leadership and behavioral coaching
c. Help to organize, build, protect and...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of IowaBachelor of Business Admin

Personal Interests

  • Volunteering
  • Genealogy
  • Painting
  • Animal Rescue
  • Vintage Cars

Team Members

  • Alissa Netcott
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings

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