Jim Siemonsma, wealth advisor

Jim Siemonsma

Managing Director

Omaha, NE

Des Moines, IA

Jim focuses on providing clients with a wide range of financial solutions based on each client’s individual financial needs and long-term goals.

Prior to joining Mariner Wealth Advisors, Jim was vice president of national accounts and a shareholder at HK Financial Services in Omaha, Neb. In that role, he worked directly with Certified Public Accountants to assess the financial situations of their clients and develop strategies to create, protect and transfer wealth through the implementation of insurance and investment vehicles. Jim’s previous experience also includes working for a brokerage firm and working for a large bank trust department, where he focused on managing institutional, foundation and endowment accounts.

Jim has a bachelor’s degree in business administration with a minor in mathematics from Augustana College in Sioux Falls, S.D. He has served in the U.S. Army Reserves for more than two decades and has attained the rank of Major. He has passed the Series 6, 7, 22, 63 and 66 exams and is a licensed health, life and variable insurance agent. Jim is a member of the Fort Calhoun Jaycees and the Omaha Westside Lions Club.