Liberty Bank
Brian Davis, Financial Advisor
320 3rd Street SE
Cedar Rapids, IA 52401
p. 319.298-2311
c. 319.310.4344
e. bdavis@libertybankwm.com
Brian started his financial services career in 2004 and is a graduate from the University of Northern Iowa where he received a double major in finance and real estate. Brian´s practice takes a client centered approach which is built on trust and commitment to help clients reach their short and long term financial goals. Brian´s practice specializes in the following areas:
- Financial Planning
- Wealth Management
- Retirement Income Strategies
- Investment Strategies
- Insurance Strategies
- Estate Planning
- Business Planning
In today´s environment people are looking for professionals that can help them deal with more than just one of their needs. They are looking for information and guidance on a full range of financial issues because they want their financial picture to be well coordinated. This is the reason why Brian puts many of his clients through a comprehensive financial planning process which takes into account their whole financial situation not just one part of it.
Brian and his wife, Natalie, are both from the Cedar Rapids area and currently reside in Marion, IA. His community activity includes serving as Vice-Chairman of Finance and Administration for the Boy Scouts of America Three Rivers District, and is a member of the Cedar Rapids Kiwanis Club. He enjoys hunting, fishing, sports, and spending time with family and friends.
Brian is a Registered Representative and Investment Advisor Representative. Securian Financial Services, Inc. Securities Dealer, Member FINRA/SIPC and a Registered Investment Advisor. Securian Financial Services, Inc. is not affiliated with Liberty Bank.
ADTRAX 18771-0508