Doug Havel, LUTCF

Doug Havel, LUTCF

IBEW Member #8092747

Helping union members achieve financial success during their working years and continuing success through their retirement.

EXPERIENCE:

  • 27 years financial services veteran – began my career with Principal® in 1992
  • Current National Association of Insurance and Financial Advisors (NAIFA) and Million Dollar Round Table (MDRT) qualifier
  • Over 20 years’ experience working with union members with retirement planning

EDUCATION:

  • Kirkwood Community College, Cedar Rapids, Business Management Courses
  • FINRA Series 6, FINRA Series 7 and FINRA Series 63 securities registrations
  • Iowa Life and Health insurance License

SPECIALIZES IN:

  • Retirement income strategies – I am passionate about helping people meet their investment and retirement goals
  • 401(k) Retirement Planning
  • IRA’s Traditional and Roth
  • Life Insurance
  • Investment Strategies

INTERESTS:

  • Serves as a member of New Covenant Church in Cedar Rapids
  • Actively involved in fund raising efforts with Prairie High School in Cedar Rapids
  • Regular volunteer with Wounded Warriors and the Salvation Army
  • Current resident of Cedar Rapids with my wife Ann
  • I love spending time with my family, traveling and golfing
Phone (319) 730-1041
Fax (319) 362-3464