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


Latest News & Views


UNI business college interns Caleb Meinders and Kayla Hoeger
UNI business college leads the way at No. 1 Northwestern Mutual office

Thanks to some UNI business college influence, the Waterloo office of Northwestern Mutual had the No. 1 internship program out of all 214 offices across the country from summer 2019 to summer 2020. Two UNI interns led the way. Caleb Meinders (’21) and Kayla Hoeger (’20) were the No. 21 and No. 32 interns (out of 100s) in the 2019-20 Northwestern Mutual internship class, respectively. Zach Fischels (’19), Clay Meinders (’19) and Owen Ward (’19) also played key roles before graduating.

4 days 12 hours ago
Charlie the dog. I can't adult.
Five iOS Apps for people learning to 'adult'

The anxiety young people have about maturing in their twenties has lead to the word "adulting" becoming quite popular. It's a useful, albeit somewhat glib, catch-all term for taking care of yourself. Doing your laundry? Adulting. Scrambling an egg? Adulting. In truth, the real sign of adulthood is living a life that's within your control, and for that, there are several iOS apps to help. With these five apps, anyone can "adult" -- or at least fake it when they need to. 

 

3 weeks 1 day ago
Gmail icon on mobile phone
5 highly effective Gmail tools you should be using but probably aren't

Do you use Gmail for your business or personal email correspondence? Do you want to improve your email experience, rather than rely on Google's standard email interface? Thanks to developers within the email productivity space, there are a growing number of productivity apps available for Gmail users. Following are five powerful Gmail productivity tools to consider adding to your email routine:

3 weeks 4 days ago
masked Cat
UNI releases new COVID-19 dashboard

The University of Northern Iowa today begins its release of COVID-19 test results. This routinely updated aggregate data, shared in a way that protects individuals’ privacy, is available here. The dashboard will be updated each Friday and Monday. “Timely, accurate information is a powerful tool for fighting COVID-19, and we believe everyone in the community deserves to have access to it as we work together to stop this virus,” said President Mark A. Nook.

4 weeks 8 hours ago
UNI MBA students present at capstone conference in 2017
UNI's MBA program seeking potential clients

University of Northern Iowa MBA program is seeking clients for student capstone experience. This course is the comprehensive application of the MBA curriculum in a strategic context.

2 months 30 min ago