TrueNorth® was established in the year 2001 with the merger of Davis Jones Lamb Insurance, Insurance Service Corporation, and Verhille & Associates. This merger created the largest financial services firm of its kind based in Eastern Iowa.

Below is a timeline of major events in TrueNorth History.

 
TrueNorth Team
2001

November - TrueNorth® was established with the merger of Davis Jones Lamb Insurance, Insurance Service Corporation, and Verhille & Associates. This merger created the largest financial services firm of its kind based in Eastern Iowa.

Opened an office in Cedar Falls, IA

 

January - Opened an office in the Des Moines, IA area.

June - An office in Overland Park, KS was opened to establish a presence in that area.

2005
 
 
2008
The TrueNorth building at 4th Ave and 5th St takes on water during one of the top 10 natural disasters in the nation
 

January - Opened a location in the Nashville, Tennessee area

May - First office in the Dallas/Ft Worth area is established

2009
 
2010
January - Risser and Associates, a risk managment firm in Peoria, IL is acquired
 

August - Merged risk management firm Shifflett Insurance of Cedar Rapids with TrueNorth

November - Moved to the new 500 1st St SE location

2011
 




 
2012

January - Opened a location in Ft Worth, TX

February - TrueNorth grew DSM presence by partnering with Frank Berlin and Associates, a local Employee Benefits provider

August - Extended footprint in the DFW area by acquiring Employer Planning Services (EPS), a local Employee Benefits firm

October - First MainStreet Insurance in Longmont, CO becomes part of TrueNorth

December - RJ Lee and Associates and TrueNorth partner to provide employee benefit solutions in the Quad Cities

 

 

February - TrueNorth expands Financial Strategies division by introducing TrueNorth Wealth Management
2013
 
 
Meeker-Magner

 
2016

January – Meeker-Magner, a long-standing Chicagoland insurance firm becomes a part of TrueNorth.

August – CSB Insurance Group and Rowles Hayes Carney (RHC) are acquired, further expanding TrueNorth's presence in the greater Des Moines area. 

 


June - Gateway Insurance Services' Ames location becomes a part of TrueNorth.

August - Jewell Insurance adopts the TrueNorth name, further expanding TrueNorth's presence throughout the state of Colorado.

2018
 
 


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