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Premier Investments & Wealth Management Employee Directory

Investment ManagementIowa, United States11-50 Employees

Premier Investments & Wealth Management is a mid-sized investment management and financial planning firm with more than 30 years of experience. It began as Financial Seminars, Inc., initially focusing on education and assistance for the Iowa Public Employees' Retirement System before expanding to serve clients across the United States. The firm maintains an educational approach as a core element of its planning process to help clients pursue financial goals.

Its professionals work with clients on investing, retirement income, insurance, risk management, and estate planning across the United States. Based in Cedar Rapids, Iowa, the firm operates in the investment management industry and arranges securities and advisory services through LPL Financial, a registered investment adviser and member of FINRA/SIPC.

Find Premier Investments & Wealth Management employees' phone numbers or email addresses

Premier Investments & Wealth Management Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Premier Investments & Wealth Management's Leadership

  • Managing Director at Premier Investments & Wealth Management
    R. V.
    Managing Director
  • Regional Vice President at Premier Investments & Wealth Management
    C. M.
    Regional Vice President
  • Director Of Operations Health Division at Premier Investments & Wealth Management
    L. G.
    Director Of Operations Health Division
  • Matching Commercial And Residential Property With Investors at Premier Investments & Wealth Management
    M. T.
    Matching Commercial And Residential Property With Investors
  • Wealth Advisor at Premier Investments & Wealth Management
    S. K.
    Wealth Advisor

Premier Investments & Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Program & Project Management
  • Other

Contact profiles from Premier Investments & Wealth Management

Name
Title
Contact
Location
Last Update
  • Managing Director at Premier Investments & Wealth Management
    R. V.
    Managing Director
    United Kingdom, England
    Sep 06, 2026
  • Regional Vice President at Premier Investments & Wealth Management
    C. M.
    Regional Vice President
    Feb 17, 2026
  • Director Of Operations Health Division at Premier Investments & Wealth Management
    L. G.
    Director Of Operations Health Division
    Oct 22, 2024
  • Matching Commercial And Residential Property With Investors at Premier Investments & Wealth Management
    M. T.
    Matching Commercial And Residential Property With Investors
    United Kingdom, England
    Sep 17, 2026
  • Wealth Advisor at Premier Investments & Wealth Management
    S. K.
    Wealth Advisor
    Jun 27, 2026

Frequently Asked Questions

What is Premier Investments & Wealth Management known for?

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Premier Investments & Wealth Management was founded in 1989 and operates in the Investment Management industry. You can contact Premier Investments & Wealth Management's main corporate office by phone at . Explore Premier Investments & Wealth Management's company overview page for more information.

What is Premier Investments & Wealth Management's most common email format?

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Premier Investments & Wealth Management employees' email format typically follows the pattern of First.Last@premieriowa.com. Trying to find reliable and up-to-date employee contact data? Find more Premier Investments & Wealth Management email formats with LeadIQ.

How many employees does Premier Investments & Wealth Management have currently?

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Premier Investments & Wealth Management has approximately 11 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Premier Investments & Wealth Management's key employees and leadership?

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As of September 2026, Premier Investments & Wealth Management's key employees include:

  • Managing Director: R. V.
  • Regional Vice President: C. M.
  • Director Of Operations Health Division: L. G.
  • Matching Commercial And Residential Property With Investors: M. T.
  • Wealth Advisor: S. K.

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