Investment Services

GreenState Investment Services understands that the needs of each member are different.  Whether you are looking for a short term strategy or preparing for a longer term goal our financial advisors take the time to understand each member’s story and craft a solution that fits their needs.

Iowa City Area Wealth Management Advisors

James Wachendorf Photo

James Wachendorf
Senior Financial Advisor
(319) 341-4504 | (319) 331-9183

Jim Wachendorf Photo

Jim Wachendorf
Senior Financial Advisor
(319) 341-2124 | (319) 331-5920

Zach Payne Photo

Zach Payne
Financial Advisor
(319) 358-5632 | (319) 383-6936

Cedar Rapids Area Wealth Management Advisors

Katrina Helle Photo

Katrina Helle
Financial Advisor
(319) 730-3212 | (319) 423-0107

Wealth Management Leadership

Chris Cassidy Photo

Chris Cassidy
Managing Director - Head of Wealth Management
(319) 358-5631

Seth Talbot Photo

Seth Talbot
Operations Director
(319) 358-5633

Operations Staff

Olivia Mekies Photo

Olivia Mekies
Advisor Associate
(319) 248-5881

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. GreenState Wealth Management and Cambridge are not affiliated.

FINRA's BrokerCheck

Non-deposit investment products are not FDIC or NCUA insured, are not guaranteed by the bank/financial institution, are not obligations of the bank/financial institution, and are subject to risks, including possible loss of the principal investment.