Steve Yerkes

Instructor of Finance




Education

M.S. Financial Planning, The American College (Bryn Mawr, PA) 2017; B.A. Industrial/Organizational Psychology, Azusa Pacific University (Azusa, CA) 2005.

 


Teaching Interests

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).


Responsibilities

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.


Professional Accomplishments

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


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