Virtual Annual Meeting

GreenState's Annual Meeting will be held virtually on Tuesday, October 27th at 7:00 pm. Members may vote online until Thursday, October 22nd. Please visit this link to register for the meeting.

Team

Iowa City Area Wealth Management Advisors

James Wachendorf Photo

James Wachendorf
LPL Financial Advisor
jameswachendorf@greenstatewm.org
(319) 341-4504 | (319) 331-9183

Jim Wachendorf Photo

Jim Wachendorf
LPL Financial Advisor
jimwachendorf@greenstatewm.org
(319) 341-2124 | (319) 331-5920

Zach Payne Photo

Zach Payne
LPL Financial Advisor
zachpayne@greenstatewm.org
(319) 358-5632 | (319) 383-6936

Olivia Mekies Photo

Olivia Mekies
Financial Assistant
oliviamekies@greenstatewm.org
(319) 248-5881

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Cedar Rapids Area Wealth Management Advisors

Katrina Helle Photo

Katrina Helle
LPL Financial Advisor
katrinahelle@greenstatewm.org
(319) 730-3212 | (319) 423-0107

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Des Moines Area Wealth Management Advisors

Doug Schulte Photo

Doug Schulte
LPL Financial Advisor
dougschulte@greenstatewm.org
(515) 608-5929 | (515)-371-3858

Joy Brady Photo

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.

Fort Dodge Area Wealth Management Advisors

Joni Reiling Photo

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