Vote now for your Board of Directors
Voting is open for our 2021 Board of Directors election! Voting opens on March 19th and closes on April 15th. Final voting and results will be announced at the 82nd Annual Meeting on Tuesday, April 20th at 7:00 pm. The meeting will be held virtually, register to attend GreenState's Annual Meeting.
GreenState Wealth Management is committed to serving our clients as well as our communities. Through a goals-based approach to planning, our team takes the time to understand each client and provides an experience tailored to their needs.
James Wachendorf, RICP®
LPL Financial Advisor
jameswachendorf@greenstatewm.org
(319) 341-4504 | (319) 331-9183
Jim Wachendorf, CFP®
LPL Financial Advisor
jimwachendorf@greenstatewm.org
(319) 341-2124 | (319) 331-5920
Zach Payne, CRPS®
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.
Brian Benest
LPL Financial Advisor
brianbenest@greenstatewm.org
(319) 730-3212 | (319) 651-8759
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.
James Wachendorf, RICP®
LPL Financial Advisor
jameswachendorf@greenstatewm.org
(319) 341-4504 | (319) 331-9183
Jim Wachendorf, CFP®
LPL Financial Advisor
jimwachendorf@greenstatewm.org
(319) 341-2124 | (319) 331-5920
Olivia Mekies
Financial Assistant
oliviamekies@greenstatewm.org
(319) 248-5881
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 |