319-449-1181

Trent Von Ahsen,
CFP® CIMA® CPWA® RMA® AIF®

Chief Investment Strategist
Private Client Advisor

There’s no planning situation too complex or too obscure to scare off Trent Von Ahsen, who has spent his career amassing an impressive list of certifications and designations that help him tackle difficult planning and investment challenges with a steady hand. Continuously expanding his knowledge base, he’s always on the lookout for new opportunities to hone his skills for the benefit of our team—and our clients.

As our Chief Investment Strategist, he puts his expertise to work on our Investment Committee by refining the strategic direction of our portfolios. And as a Private Client Advisor, he works to find creative, customized solutions that help our clients achieve their financial goals.

Growing up on a Corridor-area farm gave Trent the work ethic, discipline and curiosity that serves him well in his role at United Iowa Financial. In between work, studying and spending time with his growing family, you can find Trent helping his father and brother on their family farms.

Certifications & Accomplishments:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Retirement Management Advisor®
  • Accredited Investment Fiduciary®
  • CFA Institute, Member
  • CFA Society of Iowa, Member
  • Investments & Wealth Institute, Member
  • FINRA Series 7 & 66

Investment Style:

  • Steady, Insightful, Personal

In the Community:

  • Board Member & Treasurer, JDRF of Eastern Iowa
  • Past Board Member & Treasurer, Cedar Rapids Jaycees
  • Volunteer, Brimmer Foundation
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