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
29 years
Location
Lake View, IA
Principal Financial Services
Enterprise
David Gerdes is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Principal Financial Group and its affiliate Princor Financial Services since 2003. Outside of his advisory role, he is involved in a small family business raising alfalfa and livestock, and serves as a council member for the Sac County Extension Agriculture District Council. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed accounts under various advisory and promoter arrangements.
Based on Principal Financial Services
$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)
Lake View, IA
Lake View IA
Advisors at this office
1
Iowa
29 years of industry experience
Princor Financial Services
2003 - Present • 23 years
Des Moines, IA
Principal Financial group
2003 - Present • 23 years
Des Moines, 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sac City, IA
Eagle Strategies (NY Life)
Alexa Lenhart is a financial advisor with Eagle Strategies (NY Life) based in Sac City, IA, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she is involved as a distributor with Amare Global, a multi-level marketing company selling gut health products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and delivers solutions through various program types, with most assets managed on a non-discretionary basis.
Series 66
Sac City, IA
Ameriprise
Natalie Mandernach is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2019. Outside of her advisory role, she serves on the board of the Sac City Museum. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that incorporates detailed recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.
Series 66
Sac City, IA
Ameriprise
Colton Wicker is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. He serves on the Board of Directors for the Lake View Foundation. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement who meet specific asset criteria, providing written recommendations that incorporate research, modeling, and tax-efficiency analysis.
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