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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.  

Team

Iowa City Area Wealth Management Advisors

James Wachendorf, RICP® Photo

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

Jim Wachendorf, CFP® Photo

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

Zach Payne, CRPS® Photo

Zach Payne, CRPS®
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 Advisor

Brian Benest Photo

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.

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, Cedar Falls, and Waterloo Wealth Management Advisor

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.

Dubuque and Quad Cities Area Wealth Management Advisors

James Wachendorf, RICP® Photo

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

Jim Wachendorf, CFP® Photo

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

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.


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