Dale Rettenmeier, ChFC, CLU, LUTCF, RICP

Dale Rettenmeier, ChFC, CLU, LUTCF, RICP

Financial Consultant

Phone: 319-365-6983
Fax: 319-364-3669
E-mail:
 

As an AXA Advisors financial professional, I am dedicated to helping individuals and business in Eastern Iowa area build their financial futures.  To stay on top of my field and develop my professional skills over my 38-year career, I’ve regularly attended industry training and certification programs.  This includes completing the curriculum and passing rigorous exams for FINRA Series 6,7,63, and 65.  I hold the CLU, ChFC, LUTCF and RICP professional designations from The American College.  My education, experience and financial affiliations have fostered my practical approach to offering financial advice and service to my clients.  After reviewing your specific goals and objectives, we’ll formulate a strategy to help you achieve those goals. Then, as a registered representative of AXA Advisors, LLC, and an agent of AXA Network, I’ll recommend the appropriate products and services to help you execute your strategy.  Maintaining client trust along with a solid professional foundation is very important to me.

 

I have been married for the past 38 years and have two grown daughters. I am a graduate of the American Institute of Business (AIB) in Des Moines, Iowa.  My community and professional activities include:

 

Member of St. Elizabeth Ann Seton Catholic Church

Member and Past President of the Cedar Rapids Assoc. of Insurance and Financial Advisors

Member of the National Association of Insurance and Financial Advisors

Member and past president of the Eastern Iowa Chapter of the Society of Financial Services Professionals

Board member of the ARC of East Central Iowa

Member and Past President of the Cedar Rapids Estate Planning Council

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.