Bert McClintock, CFP®, FLMI, ACS - Retirement Specialist

Bert McClintock, CFP®, FLMI, ACS - Retirement Specialist

Princor Registered Representative

Phone: 319-363-2509
Fax: 319-362-2443
E-mail:

Bert has over 10 years of financial services experience. He is a Registered Representative and Investment Adviser Representative with Princor Financial Services Corporation, and is a Financial Representative of Principal National and Principal Life. He began his career in the financial services industry in 1998 with the Principal Financial Group® (The Principal®).
 
He joined Strategic Financial Solutions in 2005 as a Retirement Specialist. His background, knowledge and diverse history with corporate retirement plans helps provide clients with a quality client services experience.
 
Bert spent a number of years working in the Investment Services area of The Principal, which was responsible for the management and monitoring of the Institutional Investment Platform.  
 
Bert also had the unique opportunity to visit a number of clients and investment management firms throughout the United States, which has helped round out his expertise and allows him to bring a different perspective to our clients.
 
Bert has been able to extend his experiences with corporate retirement plans, institutional investment platforms and philosophies and asset allocation strategies to individuals to assist with their financial strategies, retirement planning, and investment needs. His focus on creating a positive client service experience continues to build loyalty with our wonderful clients and corporate plan participants.
 
Bert currently holds his Series 7 and 66 Securities Registrations as well as his Life and Health Insurance Licenses.