Terry Lockridge & Dunn

$2.7M revenue • 2225 Mormon Trek Blvd, Iowa City, IA, 52246, United States

Last Updated Dec 7, 2025

Company Overview

Company Name

Terry Lockridge & Dunn

Address

2225 Mormon Trek Blvd, Iowa City, IA, 52246, United States

Approx. Annual Revenue

$2.7M

Established

1997

Locations

5

About Terry Lockridge & Dunn

Savant Wealth Management is a financial advisory firm based in Iowa City, United States, established in 1997. The company offers personalized fiduciary guidance and investment strategies tailored to clients' goals across the U.S., providing comprehensive wealth management, investment management, financial planning, and other related services.

Business Profile

Read from the Terry Lockridge & Dunn website on Oct 14, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed)
8/10 · Current statistics and news; Comprehensive service descriptions

Terry Lockridge & Dunn locations

5 Google Business Profile listings.

LocationGoogle categoryReviewsStatus
2225 Mormon Trek Blvd, Iowa City, IAprimary——Claimed
221 3rd Ave SE Ste 215, Cedar Rapids, IA——Claimed
2225 Mormon Trek Blvd, Iowa City, IA——Claimed
2225 Mormon Trek Blvd, 52246, Iowa City———
2225 Mormon Trek Blvd, Iowa City, IA— 5.0 (2)Claimed

Financial Advisor Companies near Iowa City, IA

Browse all Financial Advisor companies in Iowa →

Frequently Asked Questions about Terry Lockridge & Dunn

Advertising Pixels

  • Facebook Ad Pixel
  • Google Ad Pixel
  • LinkedIn Ad Pixel

Categories

Technologies Used

Social Profiles

Key Decision Makers

Brent Brodeski Founder & Chief Executive Officer
LinkedIn