portrait of Sheila R Peelen
FINANCIAL ADVISOR

Sheila R Peelen

CFP®, AAMS™
115 N 5th Ave, Suite C, Sheldon, IA 51201opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Reading
  • Camping
  • Cooking
  • Movies & Entertainment
  • Woodworking

Team Members

  • Barbara Besaw
    Sr. Branch Office Administrator

Send Me a Message

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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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(712) 324-2900

Fax

(855) 849-0703

Office Address

115 N 5th Ave
Suite C
Sheldon, IA 51201opens in a new window

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