Our Heritage

We have had the privilege of serving clients since 1978. That year Ivan Bullerman entered the financial services business working from his home in Waterloo, Iowa. Several years later he was in an office that served two financial professionals. Growth continued throughout the years and in 1997 Ivan’s son, Jay, also a financial professional, returned to Waterloo to join the firm. The current name of the firm, Financial Resource Advisors, was selected in 1999.

The years since then have seen continued growth in the number of clients and families we serve, as well as, the number of professionals serving on our team. More importantly, we have had the privilege to witness the evolving and special lives of our clients as we steward their finances toward their goals in life. We are here to navigate the journey with you.