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Jeremy Wetter, CPA, CFP®

Jeremy wetter, cpa, cfp®

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location of Jeremy Wetter, CPA, CFP®Des Moines Metropolitan Area
Phone number of Jeremy Wetter, CPA, CFP®+91 xxxx xxxxx
Followers of Jeremy Wetter, CPA, CFP®236 followers

  • Timeline

    May 2011 - Aug 2011

    Accounting Intern

    Schuring, Uitermarkt, Sims, McCleish, Ver Meer, PC
    May 2012 - Aug 2022

    Manager

    Evenhouse & Co., P.C.
    Des Moines, Iowa Area
    Current Company
    Sept 2022 - now

    Director of Planning and Investments

    Northwestern Mutual

  • About me

    Director of Planning & Investments

  • Education

    • Trinity christian college

      2008 - 2012
      Bachelor of science accounting and business/management

  • Experience

    • Schuring, uitermarkt, sims, mccleish, ver meer, pc

      May 2011 - Aug 2011
      Accounting intern

    • Evenhouse & co., p.c.

      May 2012 - Aug 2022

      • Manager

        Jan 2019 - Aug 2022

      • Senior Accountant

        Jan 2015 - Dec 2018

      • Staff Accountant

        May 2012 - Dec 2014

    • Northwestern mutual

      Sept 2022 - now
      Director of planning and investments

  • Licenses & Certifications

    • Insurance agent, accident, health, life, variable life & variable annuities

      Iowa department of insurance & financial services

    • Series 63

      Finra

    • Series 7

      Finra

    • Cpa

      Illinois department of financial and professional regulation
      Sept 2013

    • Certified financial planner (cfp)

      Cfp board
      Apr 2023