Our Team

Team
We strive to make our clients lives better by build financial plans that give people confidence in us and, most importantly, their future.

 
Steve Frank Yerkes

Steve Frank Yerkes, CAP®, CFP®, MSFS, CLU®, AEP®

Office 319-233-8441 ext. 3366
Steve Yerkes is an Associate Wealth Management Advisor on Mark Funk’s team.  Steve started with Northwestern in 2008 in Bakersfield, CA and moved back to Iowa in 2011.  Steve took over servicing responsibilities for a retiring agent’s clientele in 2012 and started working on Mark Funk's team in 2016.  Steve specializes in retirement planning, investment strategies, and business succession planning.  Steve is also a full time term faculty member at the University of Northern Iowa (UNI: Steve Yerkes) and teaches in the finance department for the College of Business.
Steve is married to Jen and they live in Cedar Falls, IA. They have four children: Amelia (2008), Nathan (2009), Karina (2014) and Mariah (2017).  Jen is a former math teacher and now homeschools their kids.  Steve & Jen are very active at Candeo church where Steve serves on the finance team and they both serve as liasons for foster and adoption ministry.  Steve & Jen both graduated as psychology majors from Azusa Pacific University – a non-denominational Christian school in California. 
Steve earned a Masters Degree if Financial Planning through the American college and holds multiple industry designations  – most notably the CERTIFIED FINANCIAL PLANNERTM certification(CFP®), Accredited Estate Planner (AEP®), and Chartered Advisor of Philanthropy (CAP®) designations. 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
Dalton E Bickford

Dalton E Bickford

Associate Financial Advisor
Office 319-233-8441
Dalton started with Northwestern Mutual as an intern in the summer of 2014. While in his internship he achieved Power of 10, which places him in the top 10% of all interns in the company. Dalton graduated from the University of Iowa in May 2015 with a BBA in Finance. Upon graduation he accepted a full-time position with Northwestern as a Financial Representative.
As the Funk Team evolved, Dalton joined the team in October 2016 as an Associate Financial Representative. Dalton now works with existing clients and assists with client reviews and service needs. He also focuses on building relationships and establishing financial plans for our younger clientele.
Dalton grew up in Hudson and resides there today. He is a huge Green Bay Packers and Iowa Hawkeyes fan and enjoys attending games for both. Every morning Dalton likes to stays active with CrossFit.
 
Kathryn M Anglum

Kathryn M Anglum

Operations Manager
Office 319-233-8441
Kaydee started working at Northwestern Mutual in June of 2013 after graduating from the University of Northern Iowa with a BA in Public Relations. For the Funk Team she takes excellent care of our clients and helps clients with service related issues, facilities the insurance underwriting process, and manages some of the day-to-day office duties.
 
Kaydee was born and raised in Waterloo, and grew up just down the street from the office. Currently, she lives in Cedar Falls with her husband, Kyle, and two children, Adison and Benjamin. Outside of Northwestern, Kaydee stays busy with her photography business Shutter Bug Photography. 

 

 
Zach Daniel Fischels

Zach Daniel Fischels

Financial Representative
Office 319-233-8441
 

Mark J Funk, CLU®, ChFC®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck