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The Planners Financial Services, Inc.

 (515) 224-0149  tkocurek@plannersgroup.com
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The Planners Financial Services, Inc.

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  2. Kristie

Kristie

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Kristie
Executive Assistant

Kristie joined our team in December 2019 as an Executive Assistant. With 17 years of experience in the service industry, she has learned how to both reach and exceed client expectations to provide service that you can count on. She is willing to go beyond the minimum expectations to make sure she serves client’s needs.
 
Her main duties include preparing/follow-up for client appointments, billing, quarterly mailings, as well as day-to-day operations of the business.
 
 
When she is not in the office providing quality service to our customers, you'll find her spending time with her family. She has been with her husband 19 years and counting. She has one amazing son and two crazy pups. She enjoys watching the kid play baseball as well as being actively involved in her hometown of Carlisle, Iowa.

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  •   1012 Grand Avenue , West Des Moines, Iowa 50265-3501
  •   (515) 224-0149
  •   tkocurek@plannersgroup.com

Securities offered through Cetera Advisor Networks LLC. Member FINRA / SIPC. Some advisory services offered through The Planners Professional Services, Inc., and some offered through Summit Financial Group, Inc., registered investment advisors. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

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