Broker Check

Team

 

Clinton Akerberg

Personal CFO, Wealth Advisor

(515)277-6462

[email protected]

Clinton Akerberg is committed to simplicity. So committed in fact, that he founded Disciplined Equities Management on that very principle.

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Nikki Reichardt

Office Manager

(515)277-6462

[email protected]

Sales assistant and office manager extraordinaire, Nikki strives to make sure all Disciplined Equities clients are comfortable and well taken care of. Nikki came to Disciplined Equities after spending years working with investments 

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Jackie Bassman

Branch Operations Manager

(515) 277-6462

[email protected]

As Branch Operations Manager, Jackie’s core competency becomes apparent in her love for organization. She ensures we have a process to support everything we do. If queried however, she’d say her true passion revolves around...
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Brinkley "Sgt Sprinkles"

Mascot

Brinkley, an English Golden Retriever is our undisputed mascot. He has a gentle soul and is impeccably well mannered.

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Chad Williamson

Para Planner

[email protected]

The Wealth Consulting Group (WCG) Para Planner, Advisor Resource Center Bachelor of Arts, Economics CA Insurance License #0K77881 Chad Williamson graduated from San Diego State University in 2016 with a Degree in Economics. While in...
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Raymond Bell

Advanced Insurance Consultant

With over 20 years of industry experience, Ray is a well-respected professional in advanced underwriting, large case design and negotiation. Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and...
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Amber Kodad, MBA, CFP®

Director, Advisor Resource Center/Financial Planning

Director, Advisor Resource Center/Financial Planning Master’s in Business Administration (MBA) Bachelor of Science, Financial Services Series 7 and Series 63 Securities Registrations held through LPL Financial. Registered...

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William “Bill” Helkie, MSIA, PHD

Chief Economist

Bill graduated from WestPoint in 1966. He served in the US Army from 1966-1970. Bill then attended Purdue University and obtained his MSIA (equivalent to MBA) and his PhD while at Purdue until 1974. From 1974-1984 he served in the CIA...

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