Jerry L Wahlert, ChFC, CLU
Chartered Financial Consultant
Chartered Life Underwriter

July 2003 to present Financial Associate
Thrivent Financial for Lutherans
Sioux City, IA

2002 to 2003 Financial Representative (Registered)
Foresters & Foresters Equity Services
Phoenix, AZ

1994 to 2002: President, IA WEST Financial Strategies, Inc
Insurance & Securities Brokerage
Sioux City, IA

1990 to 1992: Registered Representative
Equity Brokerage & Financial Planning
Omaha, NE

1988 to 1990: Insurance Dept Manager
Southwest Iowa Real Estate Co
Audubon, IA

1986 to 1988: Insurance Agency Manger
MSI (Mutual Service Insurance)
West Des Moines, IA

1984 to 1986: Director of Special Gifts, Development Dept.
Concordia University
Seward, NE

1978 to 1984: Assistant Vice President
First State Bank
Sioux Rapids, IA

1974 to 1976: Insurance Dept Manager
Farmers State Bank
Stanhope, IA

1973 to 1974: Field Underwriter
New York Life Insurance Co
Ft Dodge, IA

1971 to 1973: 6th Grade Instructor
South Hamilton Community Schools
Jewell, IA

1970 to 1971: 7th & 8th Grade Teacher
Zion Lutheran School
Omaha, NE

1970: B.S. Education
Concordia Univ. Seward, NE

1966: H.S. Diploma
Anita, IA

Additional Experience:

May 2002 to Oct 2002 George S May Intl (Survey Analyst)
Chicago, Ill

Jan 2002 to March 2002 American Wealth Management (Tax Prep)
Scottsdale, AZ

Apr 2000 to Jan 2002 Sitel - J C Penney Life, Safeco, Capital One
Omaha, NE ( CRM )

Dec 1999 to Apr 2000 H & R Block (Tax Preparation)
Sioux City, IA

Aug 1997 to Aug 1998 President, local chapter of NAIFA (NALU)
Sioux City, IA

Dec 1991 to Dec 1998 A D Banker Co. (Cont Ed/Pre-License Presenter)
Overland Park, KS

Dec 1996 to Mar 1998 Gateway Computers (Technical Support)
N Sioux City, SD

May 1994 to Dec 1998 Sioux Valley Cr Union (Mgr. Investment Cntr)
Sioux City, IA

Jan 1992 to July 1992 First State Bank – (Mgr. Investment Center) Sloan, IA

Sep 1990 to Dec 1990 Allied Life Insurance Co (District Field Rep)
Des Moines, IA

Jun 1984 to July 1984 West Oaks Resort Condominiums (Sales)
Arnolds Park, IA

Oct 1986 to July 1992 American College (ChFC & CLU)
Bryn Mawr, PA

Sep 1985 to May 1986 Concordia Univ. Grad. School (Marketing/HR)
Seward, NE

July 1983 Colorado Graduate School of Banking
Boulder, CO

Oct 1976 Allied Ins Co Comm Lines Training School
Des Moines, IA

Oct 1974 Commercial Insurance School (E. Vaughn)
Univ. of IA Iowa City, IA
Addressses:

1995 – 2003 4734 Old Lakeport Rd Sioux City, IA 51106 712-943-9432

1995 – 2003 4732 Old Lakeport Rd Sioux City, IA 51106 712-943-9433

2002 – 2003 909 E Camelback # 3004 Phoenix, AZ 602-240-5500

2002 – 2002 9450 E. Becker Ln #1025 Scottsdale, AZ 480-

( Cell Ph 480-221-9832 )

1995 – 1996 Newell Sioux City, IA 51110 712-

1992 – 1995 Kirkendall Apts Buckley Sloan, IA 712-

1992 – 1993 409 Park Ave Audubon, IA 50025 712-

1991 – 1992 N Market St Audubon, IA 50025 712-

1988 - 1990 319 Pacific Audubon, IA 50025 712-

1984 – 1986 Plainview Seward, NE 402-

1978 – 1986 RR 3 Breezy Heights Milford, IA 51351 712-337-0691

1976 -1978 Sioux Rapids, IA 712-

1972 – 76 Hwy 69 South Jewell, IA 515-

1971 - 72 Jewell, IA 515-

1970 – 71 99th & Q Omaha NE 402-

1970 Albuquerque, NM 505-

1968 – 70 West Main Seward, NE 402-643-

1967 – 68 Concordia College St Paul, MN 612-

1966 – 67 NWMSU Maryville, MO

1953 – 66 409 Elm St Anita, IA Red 140

1950 - 53 Maple Anita, IA

1948 – 50 Anita, IA

Other Accomplishments & Career Activities

Past President, Siouxland Association of Insurance & Financial Advisors (formerly Sioux City Association of Life Underwriters)
1998-1999 Sioux City, IA (member over 10 yrs - also held other offices )

ChFC earned in 1989, CLU in 1991 - American College, Bryn Mawr, PA

Active in various civic organizations; Chamber of Commerce, Optimists, Kiwanis, Jaycees, Lions, etc. - held various offices and chaired committees

Former (6 yr) Board Member, Area XII Regional Council of Governments, Carroll, IA

Active in church and political functions ( 1980 County Campaign co-chair for Senator
Charles Grassley, ( Dickinson County, IA )

Private Pilot’s License (VFR)

Considerable travel throughout Western United States and Western Canada

Three children, raised and on their own

Interested in most sports as a spectator and enjoy golf, swimming and tennis as a participant. I enjoy traveling, reading, art, theatre, etc.

I have built 3 houses and remodeled one house and two office bldgs.

Have worked with numerous computer programs, databases, spreadsheets and word processing programs – particularly MS Word, Excel, Access, Powerpoint, etc.

I have worked with boards and committees for various employment and civic organizations to develop solutions to numerous challenging issues and activities.

In all my activities I have tried to develop win-win situations. I strive to do the best job I can for my clients. At various times I have won sales contests and been recognized for providing outstanding customer service.

It has always been important to me to keep up with developments in the industries in which I have worked and I have consistently attended continuing education programs to keep current.