William Burt, RICP®

Founder & President
Investment Advisor Representative

Bill has spent over thirty years developing the licensing, knowledge and skills necessary to assist those desiring financial planning and investment management. Having gained competence in both interpersonal and public communication (he received a Bachelor of Science degree in Speech from Iowa State University in 1976), he effectively communicates financial concepts.  Additionally, his pursuit of spiritual life, ethics, counseling, and teaching resulted in a Master of Theology degree from Dallas Theological Seminary (1980-84). Bill settled with his family in Mason City, Iowa in 1984, followed by thirteen years of leadership as Senior Pastor of Grace Evangelical Free Church, Mason City, Iowa.  During that time he logged additional post-graduate studies in leadership and organizational vision management at Denver Seminary (1991-96).  Since 1997 Bill has constructed a growing wealth management practice, helping guide those seeking his assistance.

Today, he and his wife, Terri, enjoy their family of four children and nine grandchildren.  The experience has seasoned his perspective and laid a solid foundation for advising those he serves.

William has successfully completed the exams and appropriate licenses to offer a broad range of financial services:

State Securities Law Exam 
Series 66 - Uniform Combined State Law Examination
Series 63 - Uniform Securities Agent State Law Examination

General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Series 7 - General Securities Representative Examination
Series 6 - Investment Company Products/Variable Contracts Representative Examination

License Type: Insurance Producer
Lines of Authority: Life, Accident & Health, Variable Life & Variable Annuity

Phone (641) 421-8415
Fax (641) 494-2519