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:
We also can answer your questions, including:
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, Deon Cleveland, Lucas Gray, 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.
Ann has been in the financial services industry since 1998. She graduated from the University of Northern Iowa with a degree in Finance.
Mikel went to South Dakota State University before coming on board. He grew up in Denver, Iowa, and now resides in Independence.
Client Relations Specialist
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.
Client Relationship Specialist
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...
Lucas is a Certified Valuation Analyst®. He attended Iowa State University where he received a Bachelor of Science degree in Mathematics and Drake University where he received a Master of Financial Management degree, with an...
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...
Chief Financial Officer
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.
Marissa has been with the company for over 10 years. She travels between three locations Fredericksburg, Sumner, and Decorah.
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...
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...