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
Monday, December 9, 2019
Curris Business Building #109 John Deere Auditorium
China has become increasingly assertive in forcing companies wishing to do business in China to conform to Chinese governmental demands. What if U.S. companies stopped pandering to China?
The Iowa Realty Scholarship helped change the course of Allison Ries’ (Accounting, Real Estate and Fina
A wide range of Certified Public Accounting (CPA) firms were on hand for the annual CPA Firm Forum on Oct.
University of Northern Iowa and China’s Shanghai University of Engineering Science (SUES) are partnering to create a 2+2-degree program,
Iowa is a second home for siblings Luma, Al Faisal and Abdallah Yasin, who came to the