Broker Check
Seth Penney, AIF®

Seth Penney, AIF®

Wealth Advisor

Seth is an Iowa City native with over a decade of professional experience as a financial advisor.  With a blend of experience in areas such as retirement planning, investment strategy and risk management; Seth is dedicated to helping his clients achieve their long-term financial goals.

Seth is a firm believer that money is more than just numbers.  He prioritizes building meaningful relationships based on trust, transparency, and integrity. By fostering open communication and a deep understanding of his clients' unique circumstances and needs, Seth strives to be not just a financial advisor, but a trusted partner in their journey towards financial success and confidence.

Aside from his work at UIF, Seth volunteers his time at organizations dedicated to helping others in the community, such as Junior Achievement and Houses into Homes.  In his free time, Seth likes to remain physically active, whether at the gym or running outside.  He also enjoys spending his time with friends, family, and dog Banks.   

CERTIFICATIONS & ACCOMPLISHMENTS:

  • Accredited Investment Fiduciary®
  • FINRA Series 7 & 66

INVESTMENT STYLE:

  • Rational, Researched, Steady

IN THE COMMUNITY:

  • 2023/2024 All-Star Volunteer of the Year, Junior Achievement of Eastern Iowa
  • Volunteer, Junior Achievement of Eastern Iowa
  • Volunteer, Houses into Homes