Erin Freund, CFP®

Erin Freund, CFP®

Financial Representative

With more than 16 years of experience in the financial services industry, Erin Freund brings a diverse background to her role as a Financial Representative for Principal Life Insurance Co, and a Registered Representative and Investment Advisor Representative for Principal Securities, Inc. Erin's experience includes banking, institutional investment sales, and financial planning. Erin believes her clients benefit most from long-term financial planning. She takes her client's entire balance sheet into consideration while seeking to grow, protect, and preserve their wealth. 

Erin has a passion for helping people. When she isn't working, she enjoys spending time with her family on their farm. Erin is a 2003 graduate of the University of Iowa where she majored in Finance. 

EDUCATIONAL BACKGROUND

  • Financial Planning Association, Member

  • CERTIFIED FINANCIAL PLANNER™ Professional

EDUCATIONAL BACKGROUND

  • BBA in Finance, University of Iowa

COMMUNITY INVOLVEMENT

  • Atlantic Chamber of Commerce, Committee Member

  • Atlantic Chamber of Commerce, Board Member 2019-2022

  • Atlantic Rotary Club, Member

  • Nishna Valley YMCA, Board Member 2020-Present

  • Shenandoah Chamber of Commerce, Committee Member

Phone 712-243-2466
Mobile Phone 515-988-6206