We've received reports of fraudsters spoofing GreenState's phone numbers in an effort to collect personal information. Please remember that GreenState will never call you to ask for your information. If you receive a suspicious call from the "GreenState Fraud Department" or have doubts about who you are speaking to, please hang up and call us back at 800-397-3790. Thank you for helping us protect your information!
GreenState Wealth Management is committed to serving our members as well as our communities. Through a goals-based approach to planning, our team takes the time to understand each member and provides an experience tailored to their needs.
James Wachendorf
LPL Financial Advisor
jameswachendorf@greenstatewm.org
(319) 341-4504 | (319) 331-9183
Jim Wachendorf
LPL Financial Advisor
jimwachendorf@greenstatewm.org
(319) 341-2124 | (319) 331-5920
Zach Payne
LPL Financial Advisor
zachpayne@greenstatewm.org
(319) 358-5632 | (319) 383-6936
Olivia Mekies
Financial Assistant
oliviamekies@greenstatewm.org
(319) 248-5881
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Zach Payne
LPL Financial Advisor
zachpayne@greenstatewm.org
(319) 358-5632 | (319) 383-6936
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Doug Schulte
LPL Financial Advisor
dougschulte@greenstatewm.org
(515) 608-5929 | (515)-371-3858
Joy Brady
LPL Registered Administrative Assistant
joybrady@greenstatewm.org
(515) 440-6911
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Joni Reiling
LPL Financial Advisor
jonireiling@greenstatewm.org
(515) 955-0638 | (515) 351-0333
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NE, NM, NC, NV, OH, OR, PA, SC, SD, TN, TX. UT, VA, WA, WI, WY. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |