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.

 

Jeffry J. Fruchtenicht, CFP®

President

(319) 334-7091

jjfruchtenicht@unitedplanners.com

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

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Ann L. VanEngelenburg

Vice-President

(319) 334-7091

alvanengelenburg@unitedplanners.com

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

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Tanya Greiner

Chief Financial Officer

(319) 334-7091

Tanya has been in public accounting and private industry since 1997.  She graduated from the University of Iowa with a Bachelor of Business Administration degree.

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Mikel D. Markey, CFP®

Vice-President

(319) 334-7091

mdmarkey@unitedplanners.com

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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Stephanie J. Duhrkopf

Client Relations Specialist

(319) 334-7091

sjduhrkopf@unitedplanners.com

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 Quandahl

Executive Assistant

(319) 334-7091

mkquandahl@unitedplanners.com

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

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Jordan Bathen, CFP®

Client Relations Specialist

(319) 334-7091

jbbathen@unitedplanners.com

Jordan grew up in Independence, Iowa. He attended the University of Northern Iowa earning a Bachelor’s of Arts in Financial Management and Real Estate. Jordan is a Certified Financial Planner™ Professional...

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Aly Ciesielski

Administrative Assistant

(319) 334-7091

aciesielski@unitedplanners.com

Aly grew up in Quasqueton, IA. She attended Hawkeye Community College and graduated in 2009. She came to Investment Center in June of 2017. She resides in Independence, IA with her husband, Nick, and two Yorkies, Oswin and Arya. They...

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Anna Fawcett

Administrative Assistant

(319) 334-7091

amfawcett@unitedplanners.com

Anna grew up in Rockwell City, IA. She attended Hawkeye Community College, graduating in 2015 with her Professional Photography Degree and again in 2017 with her Marketing Management Degree. She joined the Investment Center team in...

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Deon Cleveland

Client Relationship Specialist

(319) 334-7091

ddcleveland@unitedplanners.com

Deon grew up in Charles City, Iowa. He was a proud Charles City Comet and played the bass in orchestra and jazz band, as well as playing football, basketball, and golf. Deon recently graduated from UNI with a double major in Financial...

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Katelin Kremer

Marketing Associate

(319) 334-7091

kekremer@unitedplanners.com

Katelin grew up in Independence, Iowa. She attended Iowa State University earning a degree in Business Marketing in December of 2018. She joined the Investment Center team in May of 2019 and currently resides in Independence close to...

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