About Us

2012-06-22 08.43.13-2

Levi is a CERTIFIED FINANCIAL PLANNER™ professional and is also a Accredited Investment Fiduciary® Designee.  Levi holds the FINRA General Securities registration (Series 7) and the Uniform Combined State Law Registration (Series 66), as well as being licensed to offer life and health insurance. Levi graduated from Oregon High School in 2002 and is a 2006 graduate of Wartburg College in Waverly, Iowa where he earned a Bachelor of Arts degree in Communications, with a Minor in Business.

 

 

2012-06-22 08.38.50-2

Gary has over 30 years of experience in the Financial Services industry.  Gary holds Series 7, 24, 66 registrations and Life and Health Insurance licenses. He also holds CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) industry designations.  He received his BA in Business Administration from Central College in 1975 and his MBA from the University of Northern Iowa in 1985.

 

 

 

DISCLAIMER

SII Investments, Inc. member FINRA, SIPC and a Registered Investment Advisor, is not affiliated with Cutler Financial Group, Inc. Securities and advisory services offered through SII Investments, Inc.


IMPORTANT CONSUMBER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

* Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

*Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advise for compensation.

SII Privacy Policy