Instructor of Finance
M.S. Financial Planning, The American College (Bryn Mawr, PA) 2017; B.A. Industrial/Organizational Psychology, Azusa Pacific University (Azusa, CA) 2005.
Personal Wealth Management Emphasis classes: Intro to Personal Financial Planning (FIN 3040), Personal Wealth Management (FIN 4040), Applications of Financial Planning (FIN 4270). General elective class: Personal Financial Planning and Asset Management (FIN 1040).
Teaching upper division finance courses, championing the CFP curriculum development, and developing new curriculum for Personal Finance Planning and Asset Management (FIN 1040) to be offered in the near future as an online class through the distance education program.
Steve Yerkes is currently an Associate Wealth Management Advisor with Northwestern Mutual. Steve started in the industry with Northwestern Mutual in 2008 in California and moved to Iowa in 2011. Steve is part of a team practice with Mark Funk where he takes the role of lead advisor specifically with retirement planning and investment clients. Their practice also officially sponsors the UNI CFP Program. Steve started teaching at UNI January 2015 as an adjunct faculty member and now teaches full time in addition to working at Northwestern Mutual.
Steve holds the following industry designations and professional licenses:
Certified Financial Planner (CFP)
Chartered Advisor of Philanthropy (CAP)
Accredited Estate Planner (AEP)
Chartered Advisor of Senior Living (CASL)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Series 6/7/63 Investment Licenses
Life/Health Insurance Licenses
Latest News & Views
Four former student body presidents and graduates from the College of Business Administration shared the highlights and struggles of their terms across four decades, illuminating along the way the universal struggles of the college experience and the unique challenges brought on by current events.
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College is an exciting time in your life, but don’t spend all four years merely enjoying it – you should take advantage of this time to determine exactly what you want to do with your life. This article will help you decide how to choose your college major that fits your long-term goals.
Thanks to some UNI business college influence, the Waterloo office of Northwestern Mutual had the No. 1 internship program out of all 214 offices across the country from summer 2019 to summer 2020. Two UNI interns led the way. Caleb Meinders (’21) and Kayla Hoeger (’20) were the No. 21 and No. 32 interns (out of 100s) in the 2019-20 Northwestern Mutual internship class, respectively. Zach Fischels (’19), Clay Meinders (’19) and Owen Ward (’19) also played key roles before graduating.
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