Beverly K Walhof

Current Employers

Employment History

• 04/2018 → Present
  Iowa State Bank Wealth Management
  Orange City, IA
• 04/2014 → 04/2018
  Zeutenhorst Financial
  Sioux Center, IA
• 04/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: IOWA STATE BANK WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANKING POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSISTANT START DATE: 04/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMINISTRATIVE ASSISTANT 2) NAME OF OTHER BUSINESS: COMPASS LIGHTHOUSE CAPITAL ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: OUTSIDE RIA ; POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT ; START DATE: 01/2021 ; APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 4 ; BRIEF DESCRIPTION OF DUTIES: CREATE, PROCESS, AND FOLLOW UP ON CLIENT ACCOUNT PAPERWORK AND CORRESPONDENCE ; 3) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARY PUBLIC ; START DATE: 04/2018 ; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS FREE TO CLIENTS ; 4) NAME OF OTHER BUSINESS: LOVE INC, SIOUX COUNTY; INVESTMENT RELATED: NO; ADDRESS: 1129 MAIN ST, ROCK VALLEY, IA 51247; NATURE OF BUSINESS: NON-PROFIT; START DATE: 6/2022 POSITION/TITLE/RELATIONSHIP: FACILITATOR; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: HELP CHURCHES HELP PEOPLE WITH MATERIAL, EMOTIONAL, OR RELATIONAL POVERTY IN THEIR LOCAL COMMUNITY TO TRANSFORM LIVES IN THE NAME OF CHRIST - FACILITATOR AND ALLY FOR LOVE INC'S FAITH AND FINANCE CLASS;

Exams

• S66 Uniform Combined State Law Examination
  2018-11-19

Other Names

• Beverly Kay Walhof
• Beverly K Flikkema
• Bev K Walhof