Yantis & Associates, is a financial services firm headquartered in Cedar Falls, Iowa. While our company has a short history we are innovative, growing, and have assembled a dynamic group of advisors with distinct and adept levels of experience in Investment Management.
Members of Yantis & Associates through their partnership with RDA Financial Network, primary focus is investment management services to private investors, assisting them in reaching their objectives. Our securities licensed associates offer brokerage and direct mutual fund options as well as Variable Annuities, Variable Life and other Insurance Products through United Planners Financial Services, member FINRA/SIPC. Utilizing Yantis & Associates stringent set of investment parameters, we look for undervalued sectors or securities with minimal exposure to risk. This allows us to actively manage our portfolios and strive to reduce downside risk. Our years of experience and notable expertise through a network of advisors will ensure that your financial future is in good hands.
Our Commitment To You
It is our continuing mission as a financial services firm is to not only provide affordable, quality insurance, but to also maintain the highest standard of excellence of services for our clients.
Life is unpredictable and with our changing economy, utilizing the services from a member Yantis & Associates can offer the quality of customer service that you should expect!
Yantis & Associates - One number to call, to cover it all!
Our Commitment To Community
Yantis & Associates is a big supporter of community sponsorships & events. Some of the organizations that are near and dear to out heart are Junior Achievement, Northeast Iowa Food Bank, Waterloo Optimist club and YWCA. Yantis & Associates have been major sponsors for the fund raising event Women of Persimmon and A World of Great Tastes. Some of the Yantis & Associates staff serves on the YWCA Friends Board.
Yantis & Associates also belongs to the Exchange Club of Waterloo. The Exchange Club is very active in the community on many different facets to support three objectives of Exchange which are Community, Youth, and Americanism. They support the Family Children’s Council, a center that works to provide education and assistance to area families for the Prevention of Child Abuse, the National Exchange Clubs cause.
Yantis & Associates has also been able to sponsor several performances at the Gallagher Bluedorn Performing Arts Center, Don Duncan Memorial Golf Tournament, Oster Regent Theatre, Sturgis Falls, Oktoberfest, Rockin River Relief and Iowa Irish Fest.