About Us

Curtis Financial Services is an independent financial services firm with offices in Muscatine, Iowa and Punta Gorda, FL that offers investment management solutions for select clients throughout the United States. Our goal is to make sure our clients are provided the type of service they desire and have every right to expect.

Link to FINRA's Broker Background Check Provided - http://brokercheck.finra.org

Our Team

Michael R. Curtis, CLU®ChFC®AIF®

Founder and Advisor

Mike began his career in 1975 with Northwestern Mutual Life Insurance Company (NML) working as a financial representative. During his 31-year association with NML he achieved many industry awards, including being named the top producer nationally in 2006 for the company's mutual fund product line. While with NML, his business focused on providing comprehensive financial planning for clients as well as providing investment advice beginning in 1982. It was always Mike's desire to provide clients with the type of service they desired and had every right to expect. With the investment side of the practice growing, he decided in 2006 it would be best to resign from NML to concentrate on the investment side of the business only. Since that time assets under management have tripled. Mike was recently featured in a book written by Allen Duck titled, Successful Financial Planners: Mentors and Masters in Equal Measure. Duck interviewed 50 financial advisors throughout the United States to discover their best practices and explore how they bring value to their clients. Mike holds the Chartered Financial Consultant®, Chartered Life Underwriter® and the Accredited Investment Fiduciary® designations. Mr. Curtis earned the AIF® Designation from the Center for Fiduciary Studies in 2014. The AIF® Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Jason Woepking

Client Relations and Investment Research Manager

As Research and Compliance Manager, Jason holds the following licenses from FINRA: Series 24 General Securities Principal, Series 7 General Securities Representative. He is devoted to analyze, research, and monitor the investment choices and the asset allocations regularly to make sure investment plans are on track. Jason utilizes various investment tools to ensure client portfolios are in line with expectations. He works closely with Cambridge Investment Research, Inc., a broker/dealer, as well as various other clearing firms and investment companies for Curtis Financial Services. He is a graduate of Grand View College with a Liberal Arts degree. Jason joined Curtis Financial Services in 2011.

Kris Curtis

Administrative Office Manager

Kris brings over 25 years of administrative experience to the firm. She has had the opportunity to work in the small business sector as an office manager as well as in the corporate environment as an administrative assistant. Her most recent endeavors were in human resources, primarily supporting the recruiting group. Kris graduated from Muscatine Community College and the American Institute of Commerce (AIC).