Premier Investments & Wealth Management logo

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

  • Stylized image of a person
    C. M.
    Regional Vice President
    Phone icon
  • Stylized image of a person
    R. V.
    Managing Director
    Phone icon
  • Stylized image of a person
    L. G.
    Director Of Operations Health Division
    Phone icon
  • Stylized image of a person
    M. T.
    Matching Commercial And Residential Property With Investors
    Phone icon
  • Stylized image of a person
    S. K.
    Wealth Advisor
    Phone icon

Premier Investments & Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Program & Project Management
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Premier Investments & Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. M.
    Regional Vice President
    Phone icon
    Feb 17, 2026
  • Stylized image of a person
    R. V.
    Managing Director
    Phone icon
    United KingdomEngland
    Jun 28, 2026
  • Stylized image of a person
    L. G.
    Director Of Operations Health Division
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. T.
    Matching Commercial And Residential Property With Investors
    Phone icon
    United KingdomEngland
    Jun 27, 2026
  • Stylized image of a person
    S. K.
    Wealth Advisor
    Phone icon
    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 operates in the Investment Management industry; you can contact the 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 . 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 August 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

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

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