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230 Second Street SE, Suite 200 Cedar Rapids, IA 52401
Phone: 319.366.7300 Toll-Free: 800.235.4770 Fax: 319.862.0754

Advantage Investment Management

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Joseph Russo

Chairman of the Board

(800) 235-4770

Joseph Russo is Chairman and CEO of Advantage Financial Group (AFG) and Chairman of Advantage Investment Management (AIM). AFG administers over $1.9 billion of client assets in 28 Branch offices. Mr Russo has been in the industry 41 years.

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D. Bryan Holder

Director and AIM CEO

(800) 235-4770

Mr. Holder is on the Board of Directors at Advantage Investment Management ("AIM") and has been in the Securities Industry over 15 years.

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Mr. Scherrman joined Advantage Investment Management LLC (“AIM”) in 2017 as Chief Compliance Officer. Mike has over 30 years experience in the financial services industry.

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Melissa Darden

Executive Vice President & Director

(800) 235-4770

Ms. Darden serves as Executive Vice President, Director and Secretary of Advantage Investment Management, LLC (AIM) since its beginning in 2008. Ms Darden has been in the Financial Services Industry for over 25 years.

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Louise Holtz

Vice President, IT, Billing and OSJ Services

(800) 235-4770

Ms Holtz currently serves as Vice President, Information Technology, Billing and OSJ Services for both AFG and AIM. She has been in the Financial Services Industry over 25 years.

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Mr. Auerbach has been with AIM since 2008. The forty years of experience in accounting, tax compliance, and financial services have given him valuable insight into the challenges faced by higher net worth individuals and families.

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