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Javaka Thompson

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 ChSNC® i
Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

 WMCP® i
Wealth Management Certified Professional® :

Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.

Professional Profile

About me (self-reported)

My work centers on helping our firm deliver a world-class experience to every client and helping clients navigate complex financial decisions in a way that feels both manageable and meaningful. Outside of the office, I am a husband, a proud father, a brother, a son, a friend, and an active volunteer for several charitable organizations. I enjoy spending time with loved ones, embracing new learning opportunities, staying physically active, meeting new people, and trying new things.

Address 1303 5th St Ste. 305
Coralville, IA 52241

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My Expertise Philanthropic & Estate Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Special Needs Planning, Life Insurance & Risk Management, Retirement Income Planning, Wealth Management Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 ChSNC® i
Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

 WMCP® i
Wealth Management Certified Professional® :

Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Minimum Assets $1,000,000 - $1,999,999 Minimum Income $300K - $349,999 Languages Spoken (self-reported) English

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