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Alycemay Lois Quastad

Advisor at LPL Financial — Marshalltown, IA 25 S Center St

Updated today

Credentials

Series 66

Experience

13 years

Location

Marshalltown, IA 50158

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Alycemay Quastad is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her work history includes roles at Central Iowa Capital Advisors, SagePoint Financial, and Great Western Bank. She is also a commissioned public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of advisory and brokerage services through a broad network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Marshalltown, IA 25 S Center St

25 S Center St

Marshalltown IA 50158

Advisors at this office

2

Most active in

Iowa

Work history

13 years of industry experience

Central Iowa Capital Advisors

2022 - Present • 4 years

Marshalltown, ID

LPL Financial

2022 - Present • 4 years

Marshalltown, IA

SagePoint Financial

2014 - 2017 • 3 years

Marshalltown, IA

Great Western Bank

2010 - 2022 • 12 years

Marshalltown, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mary H

Series 63, Series 65

Conrad, IA

Nicolet Wealth Management

Mary Hines is a financial advisor with Nicolet Wealth Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at LPL Financial LLC from 2016 to 2026 before joining Nicolet Wealth Management. Nicolet Wealth Management provides retirement plan consulting and investment management services primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s investment process includes research and manager selection performed by an internal team and overseen by an investment committee, utilizing both fundamental and technical analysis alongside third‑party research sources.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Bryce W

Series 66

Marshalltown, IA

Stratos Wealth Partners, Ltd

Bryce Williams is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, Shazam, and Wells Fargo. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and specialized consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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William W

Series 63, Series 66

Marshalltown, IA

Edward Jones

William Wirin is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Elisabeth B

Series 66

Marshalltown, IA

Edward Jones

Elisabeth Bieber is a financial advisor with Edward Jones in Marshalltown, IA, holding a Series 66 designation and five years of industry experience. Prior to her current role at Edward Jones, she worked in academic settings at Wartburg College, the University of Northern Iowa, and the University of Iowa. Outside of finance, she operated Equilibrio Voice Studio, providing classical voice instruction to middle and high school students for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including varied household segments and corporate entities. The firm offers a range of advisory strategies and affiliated investment products, with a large national presence of advisors and branches.

Divorce financial planning Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner

Nathan B

Series 66

Marshalltown, IA

Edward Jones

Nathan Blayer is a Series 66 licensed financial advisor with Edward Jones in Marshalltown, IA, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Rodney D

CFP®, Series 63, Series 65

State Center, IA

Cambridge Investment Research Advisors

Rodney Decker is a CFP® with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management and Farm Bureau Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies with discretionary and non-discretionary options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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