Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
6 years
Location
Orange City, IA 51041
Eagle Strategies (NY Life)
Enterprise
Adam Buss is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 credentials. He has six years of industry experience, including prior roles at CNA Surety. Outside of his advisory work, Buss owns a woodshop hobby business where he creates wood signs, and he serves as a board member for the Brandon Community Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Orange City, IA
108 First Street SW
Orange City IA 51041
Advisors at this office
3
Iowa · South Dakota · Texas
6 years of industry experience
Eagle Strategies (NY Life)
2022 - Present • 4 years
Sioux Falls, SD
NYLIFE Securities LLC
2019 - Present • 7 years
Sioux Falls, SD
New York Life Insurance Company
2019 - Present • 7 years
Sioux Falls, SD
CNA Surety
2013 - 2019 • 6 years
Sioux Falls, SD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63, Series 65
Orange City, IA
Compass Lighthouse Capital, LLC
Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at Compass Lighthouse Capital since 2019 and Northwest Wealth Management since 2010. In addition to his advisory role, he is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and access to model portfolios managed by third-party sub-advisers. The firm’s investment approach includes rigorous selection and ongoing monitoring of sub-advisers based on quantitative and qualitative criteria, with clients selecting risk categories aligned to model portfolios.
CFP®, Series 65
Sioux Center, IA
Water Valley Investment Advisors, Inc.
Ben Gesink is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Water Valley Investment Advisors, Inc. and has prior experience at Financial Engines Advisors L.L.C., Iowa State Bank, Dordt University, and Western Christian High School. Water Valley Investment Advisors provides portfolio management and fiduciary services to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm’s investment approach emphasizes fundamental analysis, long-term trading, and regular account reviews, with a focus on mutual funds, ETFs, and retirement plan management.
CFA®
Sioux Center, IA
Water Valley Investment Advisors, Inc.
Kevin Gesink is a CFA® charterholder with 25 years of industry experience. He has been with Water Valley Investment Advisors, Inc. since 2000. Water Valley Investment Advisors provides portfolio management for individual and high-net-worth clients, charitable organizations, and retirement plans, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis and long-term trading, with services that include retirement plan fiduciary management and periodic educational newsletters.
Series 63, Series 65, Series 66
Orange City, IA
Compass Lighthouse Capital, LLC
Christopher Immeker is a financial advisor with Compass Lighthouse Capital, LLC in Orange City, Iowa, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Cetera and its affiliated entities since 2013 while leading Compass Lighthouse Capital since 2020. He serves as a board member for Orange City Area Health System and is involved in financial services through ISB Wealth Management and fixed insurance sales. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on discretionary portfolio management and third-party model portfolios. The firm emphasizes careful selection and monitoring of sub-advisers using quantitative and qualitative criteria and operates under a bank holding company's ownership with a unique fee and compensation structure.
Series 66
Orange City, IA
SPC
Jeremy Van Beek is a financial advisor with SPC in Orange City, IA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC, Cornerstone Financial Advisors, and Dordt University. Outside of advising, he serves as a church elder at Living Water Community Church and is a commissioned notary public in Iowa. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs such as the SIGMA Managed Account and the Axis Platform.
Series 66
Sioux Center, IA
Money Concepts Capital Corp
Andrew Borger is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and one year of industry experience. He previously worked at The Planning Firm, American State Bank, and Diamond Vogel. Outside of his advisory role, Borger serves on the advisory council for the Family Crisis Center, is a board member of Ridge Golf Club, and acts as treasurer and deacon at Bethel Christian Reformed Church. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.
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