AeroLeads people directory · profile
Steve Yerkes, Cfp® Email & Phone Number
Partner
at
Lakeview Wealth Partners
1 work email found
@uni.edu
3 phones found area 319 and 310
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner
Location
Waterloo, Iowa, United States
Company size
Who is Steve Yerkes, Cfp®? Overview
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Quick answer
Steve Yerkes, Cfp® is listed as Partner at Lakeview Wealth Partners, a with 4 employees, based in Waterloo, Iowa, United States. AeroLeads shows a work email signal at uni.edu, phone signal with area code 319, 310, and a matched LinkedIn profile for Steve Yerkes, Cfp®.
Steve Yerkes, Cfp® previously worked as Assistant Professor of Practice at University Of Northern Iowa and Associate Wealth Management Advisor at Northwestern Mutual Wealth Management Company. Steve Yerkes, Cfp® holds Master Of Science (M.S.), Financial Planning And Services from The American College.
Company email context
Email format at Lakeview Wealth Partners
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*@uni.edu
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AeroLeads found 1 current-domain work email signal for Steve Yerkes, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Steve Yerkes, Cfp®
Steve is a Certified Financial Planner and partner of a team practice with Mark Funk through Northwestern Mutual Wealth Management Company as well as a full-time Instructor of Finance in the College of Business Administration at the University of Northern Iowa (UNI). Steve received his undergrad degree in Industrial/Organizational psychology and his Masters of Science in Financial Planning. In addition, Steve holds 8 industry credentials - most notably the Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Retirement Income Certified Planner (RICP®), and Chartered Advisor of Philanthropy (CAP®) designations.
Listed skills include Investments, Retirement, Insurance, Estate Planning, and 9 others.
Current workplace
Steve Yerkes, Cfp®'s current company
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Lakeview Wealth Partners
5 roles
Steve Yerkes, Cfp® work experience
A career timeline built from the work history available for this profile.
Assistant Professor Of Practice
CurrentFull time faculty in the Finance Department teaching multiple upper division courses for the "Personal Wealth Management" emphasis finance degree (CFP approved curriculum). Also, designed and teaching a financial literacy course that is a general elective and available for high schools to utilize!Formerly adjunct faculty from 2015-2017.
Jan 2015 - Present
Associate Wealth Management Advisor
CurrentCertified Financial Planner for team practice with Mark Funk. Focus on pre-retirement/retirement clients and overall investment management for our practice.
Aug 2008 - Present
Customer Relations Manager
Oct 2006 - Aug 2008
Operations Manager
Mds Communications
May 2005 - Oct 2006
2 education records
Steve Yerkes, Cfp® education
Master Of Science (M.S.), Financial Planning And Services
Ba, Psychology
FAQ
Frequently asked questions about Steve Yerkes, Cfp®
Quick answers generated from the profile data available on this page.
What company does Steve Yerkes, Cfp® work for?
Steve Yerkes, Cfp® works for Lakeview Wealth Partners.
What is Steve Yerkes, Cfp®'s role at Lakeview Wealth Partners?
Steve Yerkes, Cfp® is listed as Partner at Lakeview Wealth Partners.
What is Steve Yerkes, Cfp®'s email address?
AeroLeads has found 1 work email signal at @uni.edu for Steve Yerkes, Cfp® at Lakeview Wealth Partners.
What is Steve Yerkes, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 319, 310 for Steve Yerkes, Cfp® at Lakeview Wealth Partners.
Where is Steve Yerkes, Cfp® based?
Steve Yerkes, Cfp® is based in Waterloo, Iowa, United States while working with Lakeview Wealth Partners.
What companies has Steve Yerkes, Cfp® worked for?
Steve Yerkes, Cfp® has worked for Lakeview Wealth Partners, University Of Northern Iowa, Northwestern Mutual Wealth Management Company, Jim Burke Ford, and Mds Communications.
How can I contact Steve Yerkes, Cfp®?
You can use AeroLeads to view verified contact signals for Steve Yerkes, Cfp® at Lakeview Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Steve Yerkes, Cfp® attend?
Steve Yerkes, Cfp® holds Master Of Science (M.S.), Financial Planning And Services from The American College.
What skills is Steve Yerkes, Cfp® known for?
Steve Yerkes, Cfp® is listed with skills including Investments, Retirement, Insurance, Estate Planning, Employee Benefits, Retirement Planning, Financial Services, and Life Insurance.
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