Steve Yerkes

Instructor of Finance

Steve Yerkes
Location: 

CBB 304

Phone: 
(319) 273-6737

Steve Yerkes

Instructor of Finance

Steve Yerkes is a Certified Financial Planner (CFP) and is an active practitioner as well as full-time instructor at UNI. He started in the industry with Northwestern Mutual in 2008 in California and moved to Iowa in 2011. Currently, Yerkes is co-partner in a team practice, where he manages retirement planning and investment clients. Yerkes started teaching at UNI in January 2015 as an adjunct faculty member. In the spring of 2018, he increased to a full course load in addition to working at Northwestern Mutual.

In the classroom, Yerkes is collaborative and expects students to engage and be active participants. He brings real-world applications to his courses. Outside of the classroom, Yerkes is deeply connected to the financial planning industry and is passionate about getting students plugged into internships and successful full-time careers.

Hobbies & Interests:

In his free time, Yerkes enjoys cooking and spending time with his wife and kids. They are active in their local church and you might spot them all biking on the local trails when the weather is nice. They also enjoy attending Panther sporting events.

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).

Professional Accomplishments: 

Steve Yerkes is currently an Associate Wealth Management Advisor with Northwestern Mutual. 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 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