Hawkins Wealth Management

Description

Address: 1210 Jordan St Suite 3, North Liberty, IA 52317 Hours: Closed ⋅ Opens 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (319) 626-3580: Website: : : Place name: Category: : : : Website: http://www.hawkinswealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Hawkins Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

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Hawkins Wealth Management Employees

Employee
Years
Job
Industry
Nicole Parsons Nicole Parsons North Liberty, Iowa Details
Nicole Parsons's Hawkins Wealth Management Experience January 2014 - Present
Job Operations Associate at Hawkins Wealth Management
Industry Financial Services
Experience
Hawkins Wealth Management   January 2014 - Present
Westwinds Real Estate Services, Inc.   2013 - January 2014
Evolve Catering and Social Events   January 2012 - May 2013
Westwinds Real Estate Services, Inc.   2009 - 2013
McGladrey  December 2008 - November 2009
Bob's Your Uncle  April 2005 - December 2008

Skills
Real Estate, Property Management, QuickBooks, Residential Homes, Leases, Accounting, Relocation, Microsoft Office, Real Estate Transactions, Customer Service, Investment Properties, Selling, Financial Analysis, Microsoft Excel, Event Planning

Education
University of Iowa
BS, Interdepartmental Studies

Sarah Massey Sarah Massey Chicago, Illinois Details
Sarah Massey's Hawkins Wealth Management Experience October 2012 - August 2014
Job ARBA at CNA Insurance Company
Industry Financial Services
Experience
CNA Insurance  August 2014 - Present
Hawkins Wealth Management   October 2012 - August 2014
HNI Corporation  May 2013 - August 2013
University of Iowa Memorial Union   December 2011 - October 2012
St. James's Place Wealth Management   June 2012 - August 2012
Congressmen Boswell   October 2011 - January 2012
Clinton Parks and Recreation   May 2010 - August 2011

Skills
Hard Worker, Able To Multi-task, Able To Work Under..., PowerPoint, Word, Excel, Time Management, Leadership, Teamwork, Communication, Strategic Thinking, Dedicated to work, Finance, Strategic Financial..., Research, Data Analysis, Economics, Corporate Finance, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Word

Education
University of Iowa - Henry B. Tippie College of Business   2010 — 2014
B.B.A, Finance and Economics

Clinton High School   2006 — 2010

Brent Hawkins Brent Hawkins Iowa City, Iowa Area Details
Brent Hawkins's Hawkins Wealth Management Experience November 2014 - Present
Job Service Advisor at Hawkins Wealth Management
Industry Financial Services
Experience
Hawkins Wealth Management   November 2014 - Present
MidWestOne Bank  May 2010 - November 2014
First American Bank  August 2009 - July 2010
Freedom Security Bank   May 2002 - March 2010

Skills
Consumer Lending, Retail Banking, Loans, Credit, Banking, Commercial Banking, Credit Analysis, Portfolio Management, Lines Of Credit, Customer Service, Leadership, Loan Origination

Education
Coe College   1995 — 1999
Bachelor of Arts, Business Administration and Management, General

Tara Lauritsen Tara Lauritsen Greater Chicago Area Details
Tara Lauritsen's Hawkins Wealth Management Experience May 2015 - Present
Job Wealth Management Intern at Hawkins Wealth Management
Industry Financial Services
Experience
Hawkins Wealth Management   May 2015 - Present
Hawkins Wealth Management   January 2015 - May 2015
CDK Global  July 2014 - August 2014

Skills
Finance, Client Services, Leadership, Business Analysis, Microsoft Excel, Financial Planning, Sarbanes-Oxley Act, Investments, Wealth Management, Customer Service, Performance Benchmarking

Education
University of Iowa - Henry B. Tippie College of Business   2011 — 2016
Bachelor of Business Administration (B.B.A.), Business Analytics Information Systems and Finance

Cary-Grove High School

David Tajnai David Tajnai Chicago, Illinois Details
David Tajnai's Hawkins Wealth Management Experience August 2014 - May 2015
Job Service Advisor at The Next Level Planning Group
Industry Financial Services
Experience
The Next Level Planning Group  June 2015 - Present
Hawkins Wealth Management   August 2014 - May 2015
Edward Jones  May 2014 - August 2014
Sears Holdings Corporation  May 2013 - August 2013
The University of Iowa  December 2012 - June 2013
Johnson County Auditor’s Office  October 2012 - June 2013

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Social Networking, Management, Public Speaking, Mac, Financial Analysis, Sales, Marketing, Fundraising, Data Analysis, Analysis, Philanthropy, Microsoft Publisher, Windows, Customer Service, Public Services, Personal Financial..., PowerPoint

Education
University of Iowa   2011 — 2015
Finance, Risk Management, Finance, General

Emily Mentzer Emily Mentzer Greater Chicago Area Details
Emily Mentzer's Hawkins Wealth Management Experience January 2015 - May 2015
Job Marketing Coordinator at Everspring
Industry Marketing and Advertising
Experience
Everspring Inc.  June 2015 - Present
Hawkins Wealth Management   January 2015 - May 2015
University of Iowa Hospitals and Clinics  April 2014 - December 2014
Holmes Murphy & Associates  May 2013 - December 2013
Home Ties Daycare   August 2012 - May 2013

Skills
Public Speaking, Time Management, Event Planning, PowerPoint, Management, Customer Service, Social Media, Microsoft Office, Microsoft Word, Community Outreach, Sagitta, Childcare, Teaching, Program Development, Brokerage Builder, Early Childhood..., Microsoft Excel, Research, Nitro Pro, Teamwork, Facebook, Leadership

Education
University of Iowa   2011 — 2015
Bachelor of Business Administration (BBA), Marketing and Studio Arts Minor

Lucas Wildeboer Lucas Wildeboer Iowa City, Iowa Details
Lucas Wildeboer's Hawkins Wealth Management Experience November 2014 - Present
Job Operations and Client Services Intern at Hawkins Wealth Management
Industry Investment Management
Experience
Hawkins Wealth Management   November 2014 - Present
The Avacentre   May 2014 - February 2015
Uncle Harry's Five and Dime   May 2013 - August 2013
The Ridges Pool Association   April 2011 - August 2012
The Falls Aquatic Center   April 2011 - September 2011

Skills
Cpr Certified, Construction, Leadership, Public Speaking, Lifeguarding, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, Teamwork, Sales

Education
University of Iowa   2012 — 2016
Bachelor's Degree, Finance and Marketing

Cedar Falls High School   2008 — 2012

Anthony Gaiffe, CFP® Anthony Gaiffe, CFP® Cedar Rapids, Iowa Details
Anthony Gaiffe, CFP®'s Hawkins Wealth Management Experience July 2012 - March 2013
Job Financial Advisor at Premier Advisors, LLC.
Industry Financial Services
Experience
Premier Advisors, LLC.   May 2013 - Present
Hawkins Wealth Management   July 2012 - March 2013
Schwab Investment Advisory Services, Inc.   January 2012 - July 2012
Charles Schwab  September 2010 - January 2012
Charles Schwab  September 2005 - September 2010
T. Rowe Price  May 1999 - February 2005

Skills
Wealth Management, Portfolio Management, Modeling Portfolios, Customer Service, Retirement Planning, Market Research, Strategic Financial..., Stock Market, ETFs, Options Strategies

Education
University of Florida   1994 — 1998
Bachelor's degree, Economics

HHS IBP

Abby Johnson Abby Johnson Coralville, Iowa Details
Abby Johnson's Hawkins Wealth Management Experience April 2012 - Present
Job Director of Client Services at Hawkins Wealth Management
Industry Financial Services
Experience
Hawkins Wealth Management   April 2012 - Present
Corridor Sales Brokerage, LLC   November 2013 - Present

Education
St. Cloud State University   1996 — 2001
Georgraphy, Public Relations

Adam Schweickert Adam Schweickert Iowa City, Iowa Details
Adam Schweickert's Hawkins Wealth Management Experience January 2015 - Present
Job Service Advisor at Hawkins Wealth Management
Industry Financial Services
Experience
Hawkins Wealth Management   January 2015 - Present
Hawkins Wealth Management   May 2013 - January 2015
Arthritis Foundation  June 2006 - August 2011

Skills
Networking, Investments, Retirement Planning, Finance, MoneyGuide Pro, Interpersonal Skills, Disability Insurance, Entrepreneurship, Public Speaking, Research, Tax, Estate Planning, Life Insurance, Social Security, Referral Networking, Client Services, Social Networking, Fundraising, Great Personality

Education
University of Iowa - Henry B. Tippie College of Business   2012 — 2014
Bachelor’s Degree, Finance, 3.42

Illinois Valley Community College   2010 — 2012
Associate's degree, Business, Management, Marketing, Finance, 3.4 / 4.0 GPA

St. Bede Academy   2006 — 2010
High School