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Brian Bock

Vice President, Wealth Management at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Collins Wealth Management</span>
Intro Book
Seasoned financial planner delivering personalized wealth management services.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Wealth Management
  • Certified Financial Planner
  • Mutual Funds
  • Insurance
  • Investments
  • Show all
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Bio

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Brian Bock is a seasoned financial professional with 29 years of experience in wealth management, investment, and retirement planning. He is a Certified Financial Planner (CFP) and has worked with individuals and families to help them achieve their financial goals. Currently, he serves as Vice President of Wealth Management at Collins Wealth Management.

Experience

  • Collins Wealth Management
    • Cedar Rapids, Iowa, United States
    • Vice President, Wealth Management
      • May 2022 - Present
      • Cedar Rapids, Iowa, United States

      Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC; For hyperlinks to FINRA and SIPC websites, please see contact info). Insurance products are offered through LPL or its licensed affiliates. Collins Commu...

  • CUNA Brokerage Services, Inc
    • Cedar Rapids, Iowa Area
    • Vice President, Wealth Management
      • Jun 1993 - Jun 2022
      • Cedar Rapids, Iowa Area

      Over two decades of experience in the financial industry. Working with individuals and families to make sure they are on track to meet or exceed their retirement goals. I work with many products and stategies in an effort to put people on a successful track towards retirement.”CERTIFIED FINANCIAL...

Education

  • 1988 - 1992
    University of Northern Iowa

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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