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Bill McIntee, CLU, ChFC, LUTCF

Bill McIntee, CLU, ChFC, LUTCF

Investment Adviser Representative

Bill has been in the financial industry since 1999. He holds his licenses in life and health insurance along with Series 6, 63, and 65 securities licenses. Bill is a member of the Cedar Valley chapter of the National Association of Insurance and Financial Advisors and the Million Dollar Round Table.

Bill and his wife, Sara, reside in Waterloo with their four children.

This representative is Securities licensed in the following states: AZ, FL, IA, IL, IN, KS, MN, NC

To contact Bill, email him at

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.