Ohnward Wealth & Retirement
Our team is committed to helping you attain your financial goals
Financial planning is about more than assets, investments, and net worth. It’s about what you want to do with your money and why. Through independent research and partnering with quality products and service companies, we can provide personalized recommendations.
Our Services Include:
- 401(k) Rollovers
- Traditional and Roth IRAs
- Inherited IRAs
- College and Retirement Strategies
- Life, Health, LTC Insurance Reviews
- Estate and Wealth Transfer Strategies
- Employer and Employee Retirement Plans
Kerry Schepers, ChFC
kschepers@ohnward.com
563-652-2491
Amber Knickrehm
aknickrehm@ohnward.com
563-652-2491
Alysa Kies
akies@ohnward.com
563-652-2491
Please do not send sensitive or personally identifiable information via unencrypted email to our team. It is not a secure way to send information. Thank you.
Securities offered through Registered Representative of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Ohnward Wealth and Retirement are not affiliated. Products sold are not FDIC insured, no bank guarantee, are not a deposit, are not insured by any federal government agency, and may lose value. This communication is strictly intended for individuals residing in the states of IA, FL, IL, MN, MO, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ohnward Wealth and Retirement makes no representation as to the completeness or accuracy of information provided at theses sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.