Jerry K. Ask Investment Services

Jerry K. Ask Investment Services Our team of professionals specialize in retirement income planning, with the goal of helping to crea Inc. Member FINRA/SIPC

Jerry K.

Your financial needs evolve over time as you move through different stages in life, from accumulating assets and planning for retirement to generating income and preserving your hard-earned wealth while retired. We help those already in retirement develop an effective withdrawal strategy with the objective of making their money last.Our team of experienced professionals pride themselves on taking

a "hands on" approach to providing careful financial guidance. We believe that having sufficient income for retirement starts with having the right plan. Together, our advisors bring our clients more than 74 years of experience in providing the financial service and solutions to help them in pursuit of their goals. In doing so, we have developed a clear-cut goal of our own - to help create financial stability and independence for each individual we serve. We remain dedicated to keeping you focused on the future you envision by recommending sound strategies and continually imparting the importance of maintaining a disciplined approach.

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"Important Disclosure Information: http://raymondjames.com/smicd.htm"

Securities offered through Raymond James Financial Services. Ask Investment Services is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/29/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.Our office and the fina...
05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

Our office and the financial markets are closed today, Monday, May 25, in observance of the holiday.

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/22/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/15/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/08/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/01/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
04/24/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
04/17/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
04/10/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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Exciting news – I've been named a Best-in-State Wealth Advisor by Forbes! See the full 2026 rankings here: https://www.f...
04/09/2026

Exciting news – I've been named a Best-in-State Wealth Advisor by Forbes! See the full 2026 rankings here: https://www.forbes.com/best-in-state-wealth-advisors/

2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info.

Address

4800 N River Boulevard NE, Ste 100
Cedar Rapids, IA
52411

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Website

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