Eric Kaestner - Strellner Financial Group

Eric Kaestner - Strellner Financial Group For prospective and current clients of Eric Kaestner, Financial Advisor w/Osaic Wealth, Inc. We invite you to discover and experience the power of our services.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our

undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material here and on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you. Eric grew up in Newhall Iowa and graduated from Benton Community High School in 1998. He went on to Wartburg College graduating with a degree in Finance & Marketing in 2002. Eric joined the Strellner Financial Group right after graduating from college. Eric holds his life and health insurance license and his FINRA series 7, 6, 63 & 65 registrations. He specializes in family financial planning, retirement planning, estate planning strategies, and group benefits. Eric is a former president of NAIFA - Cedar Rapids, which is the local chapter of the National Association of Insurance and Financial Advisors. Eric is also a recipient of the NAIFA Iowa 2012 Four Under Forty Award. Eric has attended several state and national leadership conferences with NAIFA and MDRT (Million Dollar Round Table). Eric is also a member of the Eastern Iowa Society of Financial Service Professionals. Eric and his wife Keevan were married in August of 2004 and they have three sons, Brody, Kellen and Rylan. In his free time he enjoys spending time with family and friends, playing golf, and chasing the boys around the house. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. does not provide tax or legal advice. We are licensed to sell Insurance Products in the following states: Arizona, Arkansas, California, Illinois, Iowa, Maryland, Minnesota, N. Carolina, Texas and Washington

CA Insurance License #: 0L29208

We are registered to to sell Securities in the following states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Minnesota, Missouri, Nebraska, N. Carolina, Oregon, Texas, Virginia, Washington and Wisconsin.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
07/19/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

🍨 Some of the sweetest summer memories are made with an ice cream cone in hand.Whether it's stopping at your favorite lo...
07/19/2026

🍨 Some of the sweetest summer memories are made with an ice cream cone in hand.

Whether it's stopping at your favorite local shop, sharing a sundae with family, or enjoying a cone after a ballgame, ice cream has a way of bringing smiles to every generation.

What's your favorite flavor—or even better, your favorite ice cream memory?

Helping You Plan for Tomorrow So You Can Enjoy Today.

07/16/2026
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
07/15/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

What’s better than an American treat you can gobble up with just one hand? Celebrate National Hot Dog Day with your favo...
07/15/2026

What’s better than an American treat you can gobble up with just one hand? Celebrate National Hot Dog Day with your favorite toppings!

Here are a few key factors to consider when naming an executor for your estate.
07/12/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

One enjoyable way to cook is by utilizing seasonal produce! Check out this guide on what vegetables to plant and when, s...
07/11/2026

One enjoyable way to cook is by utilizing seasonal produce! Check out this guide on what vegetables to plant and when, so you can make the most of your vegetable garden and dig into those colorful, seasonal recipes.

Wondering what to plant when? The Old Farmer’s Almanac 2026 Planting Calendar and Guide is customized by zip code. See dates when to start your vegetables, herbs, and fruit.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
07/08/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

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4840 N River Boulevard NW STE 100
Cedar Rapids, IA
52411

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