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Office: (319) 334-7091

Toll-Free: (800) 332-0086

Fax: (319) 334-2173

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Independence, IA 50644-2808

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Registered Representatives offering securities and advisory services through United Planners Financial Services of America, a Limited Partnership. Member FINRA and SIPC. Investment Center and United Planners Financial Services are not affiliated. Not a Deposit. Not FDIC Insured. Not Insured by any Federal Government Agency. Not Guaranteed by the bank. May go down in value.

Mikel Markey, Ann VanEngelenburg, Deon Cleveland, Joe Trewin, Harley Nelson, and Hillary Meister are registered to conduct securities business in IA. Mikel Markey is additionally securities registered in AK, AZ, AR, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MI, MN, MO, NE, NM, NV, NY, PA, SD, TN, TX, UT, WA, and WI. Ann VanEngelenburg is additionally securities registered in AL, AZ, CO, GA, KS, MN, SC, TX, and WI. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may be provided to individuals residing in Iowa by Mikel Markey, Ann VanEngelenburg, Deon Cleveland, Joe Trewin, Harley Nelson, and Hillary Meister. Mikel is additionally insurance licensed in AL, AZ, CA, FL, IL, KS, MN, NM, TN, TX, WA, WI, and District of Columbia. Ann is additionally insurance licensed in MN and TX.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.