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
If you’re prepared for each meeting with an agenda and/or classroom instruction and you’d like to take a poll, simply set one up prior to the meeting directly in Zoom. It’s easy to do and you’re able to share the results with participants during the meeting and download the results.
The stock markets tend to plunge when pandemics and epidemics set off uncertainty and chaos around the country. Investors tend to panic at the way they push down the value of their portfolios.
Zoom has become the virtual meeting platform of choice for thousands of people due to the COVID-19 pandemic. If you’re new to Zoom, or virtual meetings in general, the idea of online meetings can be overwhelming for us who’ve never worked or taken classes from home.
COVID-19 is forcing us to make organizational adjustments that are outside of the comfort zone for some. Although it’s been reported that 43 percent of employees work remotely with some frequency, leading a team of employees from afar can feel daunting, especially if those employees are new to working from home.
Every Monday night for five weeks in the fall, a team of UNIBusiness students gathered with Brett Olsen, associate professor of
Ronnie Chen, assistant professor of finance at UNIBusiness, has noticed corporate social responsibility becoming a hot topic in