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
During the beginning of Emily Marlow’s (Accounting and Human Resources ’19) freshman year, problem-solving was always in
Before coming to UNIBusiness, Jacob Kahle (Finance and Real Estate ’18) wanted to disting
Liz Keehner (Finance ’13) has always been interested in starting things — she calls it the entrepreneurial mindset.
Jessica Wise (Marketing ’20) had thought about starting a business throughout her time at college.
Two of the three UNIBusiness teams placed in the top three at the 2018 Stock Pitch Competition on Friday, Oct.
Dennis Jordan (Marketing ’91) originally planned to work in radio and television when he transferred to the University of Northern Iowa i