Broker Check

Team

At Investment Center, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Due to Associates of Investment Center* also being Registered Representatives of United Planners, we can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

*Jeff Fruchtenicht, Ann VanEngelenburg, Mikel Markey, Austin Sorg, Stephanie Meyer, and Jordan Bathen are Registered Representatives of United Planners Financial Services. Member FINRA/SIPC.

 
Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association.

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Ann has been in the financial services industry for over fifteen years. She graduated from the University of Northern Iowa with a degree in Finance in 1998.

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Tanya Greiner

Certified Public Accountant

(319) 334-7091

Tanya has been in public accounting and private industry for over 14 years. In 1997, she graduated from the University of Iowa with a Bachelor of Business Administration degree.

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Mikel went to South Dakota State University before coming on board. He grew up in Denver, Iowa, and now resides in Independence.

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Austin graduated from the University of Northern Iowa in 2013 with a Bachelor's Degree in Finance.Austin grew up in Independence, Iowa, and currently resides there.

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Stephanie has been in the financial services industry since 2005, working both in the back office as well as in the representative's office. She graduated from the AIB College of Business with a degree in Management in 2008.

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Marissa has been with the company for over 10 years. She travels between three locations Fredericksburg, Sumner, and Decorah.

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Jordan grew up in Independence, IA. He attended the University of Northern Iowa earning a Bachelor’s of Arts in Financial Management. He served 4 years on active duty for the United States Marine Corps as a Supply Officer. He is...

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Kirby was born and raised in Cedar Falls, IA. She attended the University of Northern Iowa and graduated in 2011.

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