Jerry Cleveland, CFP®
VP, Wealth Management Officer
Office: (701) 751-8520
With more than 14 years of financial services industry experience, Jerry specializes in Estate & Retirement Planning and Investment Management. He holds a Business Administration degree from the University of South Dakota, is Series 7 and 66 Securities licensed, and is licensed in Life and Health insurance. Jerry is active in his community serving as the Vice President of the Zion Lutheran Church Council, is a Bismarck Hockey Boosters Raffle/Fundraising Committee member, and is a member of the Western Dakota Estate Planning Council.
In his free time, Jerry enjoys spending time with his family, following their sporting activities and hunting.