Wesley J. Hilleshiem,  CFP<sup>&reg;</sup> - Financial Advisor

Wesley J. Hilleshiem, CFP®

MBA, CTFA,

Trust Officer

BankIowa

2701 Edgewood Pkwy SW
Cedar Rapids, IA 52404
(319) 249-7082

General

Wesley Hilleshiem is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BankIowa in Cedar Rapids, IA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: IOWA
  • Health/disability insurance: IOWA
  • Fixed annuities: IOWA
  • Variable annuities: IOWA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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