Jerry L. Uitermarkt, CPA*
Call 641.628.4521 to speak with a team member
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As co-founder of Welgaard, Jerry strives to provide a wide range of services, including tax planning for businesses and related owners, estate and succession planning, and business purchases and sales. His primary focus when working with existing clients is keeping all offered advice in line with what he knows about the client’s future, family and business goals. For new clients, he listens first to learn the client’s background and family history before any advice is given. He always gives at least one hour of free time to listen to their life story. He enjoys hearing positive feedback from long time clients that appreciate the help we have given them over their careers.
Bachelor of Science Degree in Accounting, Mankato State University
Licenses & Memberships
Certified Public Accountant (CPA) licensed in Iowa and Missouri
American Institute of Certified Public Accountants
Iowa Society of Certified Public Accountants
CEA (Certificate in Educational Achievement) with AICPA in Tax Planning for Closely Held Business
Pella Community Foundation – Past Board Member and Treasurer
Pella Christian Clay Target Team - Past Board Member
Eagle Partners LLC (Land acquisition entity for PCHS) – Past Treasurer
Second Christian Reformed Church – Several terms on the Church Council
Pella Christian Grade School - Past President and Board Member
Trinity Christian College in Palos Heights Illinois – Past Board Member
Interests & Hobbies
Fishing and collecting old wooden Creek Chub fishing lures
Activities with his family and grandchildren
Person in history you most admire
Ronald Reagan for his leadership
Describe yourself with one word
* Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor.
** Securities offered through ProEquities, Inc., a Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Honkamp Krueger Financial Services, Inc. and Welgaard Financial Services are independent of ProEquities, Inc. ProEquities provides financial products and services, and does not provide or supervise tax or accounting services. Advisors may provide tax, accounting, or other services through their independent outside business, but these services are separate and apart from ProEquities.
Please be advised that presently Stan Schuring holds Series 6 and 63 licenses in Iowa, Missouri and Colorado and Mike Ver Meer hold Series 6 and 63 Licenses in Iowa. For residents of other states in which registration is not held, proper license and registrations must be obtained before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risk including possible loss of principal.