About Us

Dale Rettenmeier, ChFC, CLU, LUTCF, RICP

Financial Consultant
Phone: 319-365-6983
Fax: 319-364-3669

As an Equitable Advisors financial professional, I am dedicated to helping individuals and business in Eastern Iowa area build their financial futures.  To stay on top of my field and develop my professional skills over my 38-year career, I’ve regularly attended industry training and certification programs.  This includes completing the curriculum and passing rigorous exams for FINRA Series 6,7,63, and 65.  I hold the CLU, ChFC, LUTCF and RICP professional designations from The American College.  My education, experience and financial affiliations have fostered my practical approach to offering financial advice and service to my clients.  After reviewing your specific goals and objectives, we’ll formulate a strategy to help you achieve those goals. Then, as a registered representative of Equitable Advisors, and an agent of Equitable Network, I’ll recommend the appropriate products and services to help you execute your strategy.  Maintaining client trust along with a solid professional foundation is very important to me.

 

I have been married for the past 38 years and have two grown daughters. I am a graduate of the American Institute of Business (AIB) in Des Moines, Iowa.  My community and professional activities include:

 

Member of St. Elizabeth Ann Seton Catholic Church

Member and Past President of the Cedar Rapids Assoc. of Insurance and Financial Advisors

Member of the National Association of Insurance and Financial Advisors

Member and past president of the Eastern Iowa Chapter of the Society of Financial Services Professionals

Board member of the ARC of East Central Iowa

Member and Past President of the Cedar Rapids Estate Planning Council

 

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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