Retirement Income Planning designed to span your lifetime

Consider the majestic barns of the Midwest—skillfully crafted and uniquely designed to weather the constant outpouring of the elements. Because the builders carefully planned their construction with an eye to the future, these time-proven structures have provided decades of reliable shelter while keeping valuable assets safe and sound.

Like the American barn, your retirement income plan should be constructed with your future in mind. Jerry K. Ask Investment Services has always specialized in retirement income planning. Every plan we create is individualized and skillfully crafted to help endure challenging economic conditions while striving to protect your assets. Our ultimate goal is to help hard-working people, like you, enjoy the retirement they've envisioned.

Customized solutions make a difference

We provide you with investment services and candid guidance that make the most sense for you, your family and your retirement. Your investments are proactively managed by our skilled team of professionals, helping make your financial dreams and goals a reality.

Meet Our Team

Jerry Ask was named one of Forbes Best-In-State Wealth Advisors for 2024, ranking #7 in the state of Iowa.

 

In both 2020 & 2021, Barron’s Top Advisor Rankings by State included Jerry, ranking 5th in Iowa.

 

Jerry Ask earned a spot as one of Financial Times 400 Top Financial Advisers in the U.S. for 2020.

 

LEARN MORE ABOUT OUR ACHIEVEMENTS



Mature couple sitting on the beach watching the sun set.

Focused on the FUTURE YOU ENVISION

We’re specialists in retirement income planning no matter what stage you're in – early in your career, actively contemplating retirement or already retired. We’re here to help.
Businessman working on paper charts.

Plan your future and SECURE YOUR RETIREMENT

A 401k can be one of the best tools for creating a secure retirement. Calculate your 401k employee savings plan with our 401k Savings Calculator. Find a plethora of other tools and calculator designed to help you with retirement, investments, insurance and personal finance.

Increase your knowledge CELEBRATE YOUR SUCCESS

Stay up to date with our team’s latest news and events. Learn when we will be hosting our next seminar, Night at the Kernels, or retirement planning session. We look forward to seeing you soon.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki


About Forbes Top Best-In-State Wealth Advisors
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.


Barron's Top 1,200 Financial Advisors, March 2021. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.


The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond James. 



HOW CAN WE HELP YOU? SCHEDULE A COMPLIMENTARY CONSULTATION.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Jerry K. Ask Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use