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 66
Experience Industry experience
23 years
Location
Moville, IA 51039
Cetera
Institution
Christen Countryman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Cetera in 2023, Christen worked at Cetera Wealth Services, LLC and Voya Financial Advisors. Outside of advising, Christen serves as a board member of the Moville Community Development Association, is a director of the Woodbury County Rural Electric Cooperative, and acts as a certified exit planning advisor assisting privately held business owners. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over 10,000 advisors and approximately $256 billion in assets under management.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Moville, IA
325 Frontage Road
Moville IA 51039
Advisors at this office
1
Iowa
23 years of industry experience
Cetera
2023 - Present • 3 years
Schaumburg, IL
Cetera Wealth Services, LLC
2021 - Present • 5 years
El Segundo, CA
Voya financial Advisors
2014 - 2021 • 7 years
Moville, IA
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Sioux City, IA
WealthPLAN Partners
Dana Baldridge is a CFP® professional based in Sioux City, IA, affiliated with WealthPLAN Partners. He has eight years of industry experience, including roles at Securities America Advisors and EFS Group. His work includes financial planning, investment advice, and insurance product sales as related to financial planning. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach, managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.
Series 66
Sioux City, IA
WealthPLAN Partners
Andrew Horsley is a Series 66-credentialed financial advisor at WealthPLAN Partners with four years of industry experience. He previously worked with Securities America Advisors and MidAmerican Energy Company. Horsley is based in Sioux City, IA. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a "Strategy Diversification" investment approach across multiple asset classes and manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.
Series 66
Sioux City, IA
WealthPLAN Partners
Elizabeth Wieseler is a financial advisor at WealthPLAN Partners with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. for ten years. She is also a notary public. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients including foundations and pension plans. The firm employs a diversified investment approach using a mix of mutual funds, ETFs, individual securities, and alternative strategies, managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.
CFP®, ChFC®, Series 66
Sioux City, IA
WealthPLAN Partners
Simeon Moes is a CFP® and ChFC® with nine years of experience in financial advising. He is currently with WealthPLAN Partners, where he serves as a wealth advisor. Prior to this, he worked at Ameriprise Financial Services and held roles in marketing and education. WealthPLAN Partners offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a strategy diversification approach across various asset classes and generally manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.
Series 63, Series 65
Sioux City, IA
WealthPLAN Partners
Donald Heilbuth is a financial advisor at WealthPLAN Partners with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisor, Inc., and EFS Group LLC. Outside of advising, he is involved in educational seminars through EFS Group. WealthPLAN Partners serves individuals, high-net-worth clients, and institutions with financial planning, investment management, and retirement plan consulting. The firm employs a diversified investment approach across various asset types and offers discretionary portfolio management with ongoing monitoring and rebalancing.
Series 66
Sioux City, IA
WealthPLAN Partners
Kyle Hanson is a financial advisor with WealthPLAN Partners, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Osaic Wealth, Inc. and Central Bank. WealthPLAN Partners offers financial planning, investment management, retirement plan consulting, and related services to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach that includes discretionary portfolio management across various asset types, with ongoing monitoring and periodic rebalancing.
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