Jon Burmeister, CFA

Managing Director
PFM Financial Advisors LLC
Contact

801 Grand Avenue
Suite 3300
Des Moines, IA 50309

burmeisterj@pfm.com
515.724.5724 office

Specialties
Financial Advisory

K-12 Schools, State & Local Governments

Education
B.S. in Accouting and Business Administration
Mankato State University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Municipal Advisor Representative (Series 50)

Certified Public Accountant (CPA) (inactive)

Started with PFM: 1997

Started in the Field: 1995

Print/Save as PDF

Download Vcard

Jon Burmeister joined PFM in 1997 and leads PFM’s Midwest financial advisory business from the Des Moines office. He has more than 20 years of experience advising governmental entities in the Midwest. He has led or provided project management support for PFM engagements within the states of Iowa, Kansas, Minnesota, Missouri and Nebraska.

Additionally, he has experience with PFM’s State of Kansas Department of Transportation (KDOT) engagement since 2012. His many advisements for KDOT have included securing a new liquidity agreement with Wells Fargo Bank for $147 million Adjustable Tender Highway Revenue Bonds in 2014; overseeing the termination of KDOT’s constant maturity swap, which resulted in a $5.3 million positive termination; coordinating the negotiated sale with Morgan Stanley of the $250 million Highway Revenue Bonds, Series 2014A, as part of the funding for the Transportation Works for Kansas Program; and assisting KDOT with the refunding of its Series 2002 B&C Variable Rate Demand Notes to floating rate index notes. He also has extensive experience working with the State of Iowa since 2001.

Over the last 18 years, Jon has provided financial advisory services to municipalities in the Midwest, including the City of Des Moines, Iowa; City of Cedar Rapids, Iowa; and Loup River Public Power District, Columbia, Nebraska. He has been responsible for the financial planning and execution of general obligation, tax increment, special assessment, public power, telecommunication, storm water, sewer and water debt issues.

 
Contact

801 Grand Avenue
Suite 3300
Des Moines, IA 50309

burmeisterj@pfm.com
515.724.5724 office

Specialties
Financial Advisory

K-12 Schools, State & Local Governments

Education
B.S. in Accouting and Business Administration
Mankato State University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Municipal Advisor Representative (Series 50)

Certified Public Accountant (CPA) (inactive)

Started with PFM: 1997

Started in the Field: 1995

Print/Save as PDF

Download Vcard

People

Search the PFM Directory

 
Search