Staff Biographies

As investment professionals in Burlington and West Burlington, Iowa, we strive to help clients pursue their financial goals by using a variety of investment strategies.  Whether just starting your IRA or already investing and saving for retirement, we have the tools and experience to help you.

 

 

 

 

 

 

 

 

Mike Schwenker, CLU, ChFC®
Program Manager / Financial Consultant
LPL Financial

  • Associate in Arts
     
  • Bachelor of Science, Business Administration and Management
     
  • Chartered Life Underwriter (CLU)
     
  • Chartered Financial Consultant (ChFC)
     
  • Securities Series 6, 7, 26, and 63 registered through LPL Financial
     
  • Life, Health, and Accident licensed
        

 

        

 

 

 

 

 

 

 

 

Kim Klein
Administrative Assistant
LPL Financial

  • Four Points Goodwill Ambassador
     
  • Greets all clients and guests
     
  • Prepares all paperwork and
    correspondence