Michael Ver Meer, CPA, CSEP**
Call 641.628.4521 to speak with a team member
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Michael’s focus when working with clients is to understand the client’s goals and provide valuable advice and guidance to help them achieve their goals in the most tax advantageous manner. As a stockholder since 2007, Michael’s areas of expertise include individual and business tax, Advisory Services, trust and estate planning, insurance and investment planning. He works with clients through their entire tax life cycle, from the founding of their business through the settlement of their estate. He values working with a talented team who takes an interest in providing the client with the services they need. Michael thrives on the energy of a dynamic work environment. He appreciates working together as a team and that every person takes an interest in the client to provide them with services they need.
FINRA Broker Check
Business Administration of Applied Science Degree, Dordt University
Licenses & Memberships
Certified Public Accountant (CPA)
American Institute of Certified Public Accountants
Iowa Society of Certified Public Accountants
Certified Specialist in Estate Planning (CSEP) with the National Institute of Excellence
Registered Representative holding securities licenses Series 6 and 63
Iowa Insurance Producer’s License with qualifications in Accident & Health, Life, and Variable Contracts
Board member of Pella Community Ambulance Service
Interests & Hobbies
Time with his family
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.