Thomas Alexander

Wealth Advisor

As a financial professional and an active member of the community, Tom Alexander is dedicated to helping individuals and businesses build their financial futures.  To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.

Academic achievements include a BA in finance from the University of Iowa.  Tom's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients.  Maintaining a strong sense of community and a solid professional foundation are very important to Tom.

He is experienced with stocks, bonds, mutual funds, annuities, life insurance, and long-term care insurance.

He also works with many individuals and companies on their retirement plans including: 

  • 401(k) plans
  • 403(b) plans
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRA Plans

Tom lives in Clear Lake with his wife, Mary, who teaches at Mason City High Schools where she is a speech and drama coach.  They have a daughter, Caitlin, and a son, Patrick.  Both graduates of the University of Iowa.

Phone 641-357-7106