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
The University of Northern Iowa has been an integral part of the Cuddeback family.
Joe Bryant (Real Estate and Finance ’04) bought his first investment property in 2006.
A Midwest sentiment and a UNIBusiness education went a long way for Scott Breon (Finance and Economics ‘12).
2019 Women of UNIBusiness Hall of Fame honoree, Sally Mainquist (Accounting ’80) wants to paint the Twins Cities purple on Sept. 28.
When now-UNIBusiness finance professor Deb Giarusso (Financial Management and Economics ’85) decided to become an adjunct instru
Many of our every day decisions have a financial impact, which makes personal finance a crucial skill.