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Financial Advisors Marion Iowa

Financial Advisors Marion Iowa

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Kori Avis

EXECUTIVE ASSISTANT

e: kori.avis@truewealthstewardship.com
t: 319-373-4124

Kori Avis has been a part of Craig Adamson’s team since 2015, bringing years of experience in both the financial and insurance worlds. She has worked as an assistant in the industry since 2005.

As an Executive Assistant, Kori works primarily behind the scenes, playing a key role in preparing financial plans and ensuring that day-to-day operations run smoothly. She also provides support in issuing and servicing insurance policies, including Life, Long-Term Care, and Disability insurance.

Kori was born and raised just outside of Marion. She and her husband, Craig, have 2 children – Kinley and Kellen. As a family, they enjoy watching Iowa football and basketball (Go Hawks!) and rooting for the Chicago Cubs. They spend a lot of time camping and boating during the summer months. Kori stays busy with her most important job: being a mom. When she gets a little downtime, she loves reading a good book and fitting in some exercise.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Financial Planning offered through TrueWealth Stewardship, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.

The LPL Financial Register Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

Craig Adamson: IA, AZ, CO, FL, GA, IL, IN, KS, KY, MD, MI, MN, MO, NE, NY, OH, SC, TX, VA, WI, WY

LPL FINANCIAL – FORM CRS

TrueWealth Stewardship

Toll-Free: 800-377-3216

Office: 319-373-4124
888 10th Street, Suite 101
Marion, IA 52302

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