Levi Rogeness

Financial Advisor

Levi is a North Iowan who grew up on a farm outside of Leland, Iowa. He has been an avid supporter of 4-H, showing horses during his youth and developing a strong work ethic while baling hay on hot summer days. Levi carried that same work ethic into his education and career in financial planning. A proud graduate of Iowa State University, Levi now resides in Forest City, Iowa, with his wife, Halie.

Levi is deeply involved in his community, volunteering as an EMT for the Forest City ambulance service, where he is dedicated to helping those in need. His passion for working closely with clients drives him to create personalized financial plans that align investments with long-term financial goals. Levi specializes in retirement planning and preparation, helping clients secure a comfortable and financially sound future.

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