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Our Team

Curtis Cloke

Curtis Cloke CLTC, LUTCF, RICP

Financial Life Planner
Retirement Professional
Adjunct Instructor for The American College
ccloke@acuityfinancial.com
Michele Gebhardt

Michele Gebhardt

Office Manager
Registered Sales Assistant
mgebhardt@acuityfinancial.com
Brittny Olson

Brittny Olson

New Business Manager
Associated Person
bolson@acuityfinancial.com
Robert Fourman

Robert Fourman CFP®, EA

Associated Person
rfourman@acuityfinancial.com
Lacey Skinner

Lacey Skinner

Office Administrative Assistant
lskinner@acuityfinancial.com

Office

320 North 3rd Street
6th Floor
Burlington IA 52601

Contact Info

E: mgebhardt@acuityfinancial.com
P: 1-319-758-8484
F: 1-319-758-8587
TF: 1-800-942-1953

   

Get in Touch

The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of the named advisor(s), JWC or JWCA. This information is not intended as a solicitation or an offer to buy or sell any security or investment product. Information is solely intended for recipients in jurisdictions where the named advisor(s) are licensed to engage the investing public. Investments and strategies mentioned may not be suitable for all investors. The named advisor(s) and JWC/JWCA do not provide tax or legal advice. Always discuss any tax or legal matters with an appropriate professional. The S&P 500 and other such indices are unmanaged, do not incur fees or expense, cannot be invested into directly and individual investor’s results will vary. Past performance is no guarantee of future results. As with all investments, income generating programs, etc. various risks may exist and JWC/JWCA recommends you consult with your financial advisor prior to making any financial decisions.

320 N 3rd Street, 6th Floor, Burlington, IA 52601 | Toll Free: (800) 942-1953 | Local: (319) 758-8484

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Acuity Financial and JWC / JWCA are unaffiliated entities.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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