Feller & Associates

CONNECT

Address:

120 North Main Street
Charles City, IA 50616

Phone:

641-228-4574

Fax/Other:

641-228-4790

Mike Gary, ChFC®, AIF®

Mike Gary, ChFC®, AIF®

Finanical Advisor

EXPERIENCE:

  • I have been a Financial Professional since 1991

  • 26-year Principal® veteran

  • Achieved my Chartered Financial Consultant (ChFC®) professional designation from the American College and AIF designation from FI 360.

  • I specialize in wealth management strategies, qualified retirement plans, non-qualified executive benefit plans, exit planning, and risk management-insurance protection.

     

EDUCATION & CREDENTIALS

  • Bachelor in Management with an emphasis on finance, University of Northern Iowa

  • FINRA Series 6, FINRA Series 7, FINRA Series 66 and FINRA Series 65 securities registrations

  • Iowa Life and Health Insurance License

 

INTERESTS:

  • Married to Gina; two daughters Johnna & Anna

  • Lifelong resident of NE Iowa

  • Member of All Saints Catholic Church

  • Past President of Daybreak Rotary

  • Past President of 5 Seasons Toastmasters Club

  • Member of Cedar Rapids Estate Planning Council

  • Longtime volunteer of Big Brothers Big Sisters

  • Board member of NAIFA Cedar Rapids Chapter

  • Member of the Kennedy Booster Club Golf committee

  • Past chair of the Great Eastern Iowa Duck Race

  • Past member of the All Saints Finance Council

Phone (319) 362-2149
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck