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Neil Wilkinson, CLU, ChFC, LUTCF, MSFS

Neil Wilkinson, CLU, ChFC, LUTCF, MSFS

Investment Adviser Representative

Neil has been in the insurance and financial services business since 2000.  He holds his life and health insurance license and FINRA Series 6, 7 & 63 licenses.  Neil earned his B.A. in Finance and B.A. in Business Management from Upper Iowa University, later earning his Masters of Science in Financial Services degree from The American College.  He specializes in Business Planning, Retirement Planning, and Estate Planning Strategies.   

Neil is a past President of the National Association of Insurance and Financial Advisors (NAIFA) - Iowa, and is on the Board of Trustees for Upper Iowa University (UIU).  He is a former President and Board Member of Oelwein Chamber & Area Development (OCAD) and continues to serve on various committees for OCAD and other organizations, while remaining active in both his church and community. 

Neil and his wife, Heidi, reside in Fairbank with their two boys, Tate & Cael.  Among his many activities and responsibilities, Neil enjoys farming and spending time with his family.

This representative is Securities licensed in the following states: CA, CO, FL, IA, IL, MN, TX, VA, WA, WI

To contact Neil, email him at

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