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Financial Resource Advisors

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816 TOWER PARK DRIVE WATERLOO, IA 50701 Get Directions

(319) 232-6122

http://www.fraonline.com

advisors@fraonline.com

Business Details

Financial services firm located in Waterloo, IA
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Business Info

  • Founded --
  • Incorporated IA
  • Annual Revenue $2,254,964.00
  • Employee Count 11
  • Industries Investment Advice
  • Contacts Ivan Bullerman

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Company Summary

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses.
As Investment Advisor Representatives supported by Cetera Advisors LLC , we believe the best investment policy not only strives to pursue a client’s objectives in the long term, but also can weather the financial storms that our economy experiences. Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels.
Today, the only constant in the investment environment is change. FRA is well positioned to make change work for you by utilizing state-of-the-art technologies for sophisticated investment analysis, asset allocation and meaningful performance tracking.
FRA is experienced and prepared to develop personalized financial plans designed for your individual, unique situation. After developing a tailor-made plan, FRA assists in every step of the most important phase of financial planning—implementation. FRA also facilitates financial activities with your other professionals, when necessary, as we coordinate each step in pursuit of your goals.

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      Hours

      • Sunday  --
      • Monday  8:30AM - 4:30PM
      • Tuesday  8:30AM - 4:30PM
      • Wednesday  8:30AM - 4:30PM
      • Thursday  8:30AM - 4:30PM
      • Friday  8:30AM - 4:30PM
      • Saturday  --
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      Photos

      • Jay Bullerman
Jeremey “Jay” Bullerman
President & Investment Advisor Representative
      • Tom Tjaden
Investment Advisor Representative
      • Mike Hulme, FSA, AIF
Managing Partner & Investment Advisor Representative
      • Nolan Farwell
Registered Principal
      • Ryan Shaw, AIF
Investment Advisor Representative
      • Travis Bovy, CPA
CPA and Investment Advisor Representative Kelly Goreham
Investment Advisor Representative Joshua Mercurio
Investment Advisor Representative Marie Prachar
Operations Manager Lynne Cavanaugh
Client Relationship Specialist Allison Mussig
Senior Client Services Specialist Tracy Wiebke
Director of First Impressions Angelina Lingua
Client Services Specialist Doretta Koldenhoven
Processing Specialist Jacqueline Fisher
Processing Specialist

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