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Curtis Cloke

Retirement Income Expert

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  Topics

Finance / Banking Inspiration


  Curtis Cloke Profile

Curtis V. Cloke, CLTC, LUTCF, RICP
Curtis is a member of the National Insurance and Financial Advisors Association (NAIFA), and is a former president of the Southeast Iowa Association. He is a member of the Society of Financial Service Professionals (FSP) and is a qualifying member of Top of the Table with the Million Dollar Round Table (MDRT). He has earned his CLTC (Certified in Long Term Care) and LUTCF (Life Underwriters Training Council) designations, and moderates development courses for the Life Underwriters Training Council. He has also developed and provided continuing education training to professionals on many topics relating to retirement and estate- planning strategies. Curtis has also contributed as an Adjunct Instructor for the RICP program at The American College of Financial Services.

Curtis began his career as a financial professional with Prudential Financial. After many successful years with Prudential, he merged with a second firm and then in may of 2014, he founded his own firm, Acuity Financial, Inc. This is where his continues to apply and blend his expertise for his clients.

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  Topics

Finance / Banking Inspiration


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