David Traut, RICP®

Financial Advisor

Dave lives in Cedar Rapids with his wife Darcy. They are parents to 3 wonderful children, Keri, Kyle, and Audrey. He is actively involved in 100+ Men Who Care in Cedar Rapids as well as being a member of the Metro Rotary North Rotary Club, including being their past President. Dave has a Bachelors of Finance Degree from Iowa State University, and he has 20+ years of experience in the financial services & investments industry, including 18 years as a Corporate Accountant and CFO. He specializes in working with business owners, pre-retirees, and generational wealth families. He currently hold his Retirement Income Certified Professional (RICP®) designation from the American College as well as his FINRA Series 6, 7, 63, and 65 licenses. Outside of the office, Dave likes to spend his free time traveling with his wife Darcy, and visiting their grandchildren.

Phone 319-730-1049
Fax 833-710-0637