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
CFP®, Series 66
Experience Industry experience
19 years
Location
Sioux Center, IA 51250
Kestra Advisory
Enterprise
Grant De Vries is a CFP® professional with 18 years of industry experience, currently serving as a wealth advisor at Kestra Advisory Services. His prior roles include positions at Infinex Investments and Peoples Bank. He is involved in community service as a committee member for the Long Range Finance Committee at Trinity Christian Reformed Church and as a board member for Rock Valley Christian School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.
Based on Kestra Advisory
Based on Kestra Advisory
Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.
Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%
Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.
Financial planning and consulting services may be charged on an hourly basis when applicable.
Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.
Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).
Sioux Center, IA S. Main Ave
209 S. Main Ave
Sioux Center IA 51250
Advisors at this office
1
Iowa
19 years of industry experience
Kestra Advisory Servcies, LLC
2021 - Present • 5 years
Sioux City, IA
Kestra Investment Services, LLC
2021 - Present • 5 years
Sioux City, IA
Infinex Investments, Inc.
2018 - 2021 • 3 years
Meriden, CT
Peoples Bank
2007 - 2021 • 14 years
Sioux Center, 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.
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.
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, holding CFP® and ChFC® designations and over 27 years of industry experience. His prior work includes roles at Northwest Wealth Management, Money Concepts Capital Corp, and PRUCO Securities, LLC. He is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and model portfolios managed by third-party sub-advisers. The firm uses a quantitative and qualitative investment process and is wholly owned by a bank holding company, an uncommon structure among supported firms.
CFP®, Series 65
Sioux Center, IA
Water Valley Investment Advisors, Inc.
Ben Gesink is a Certified Financial Planner™ (CFP®) with four years of industry experience. He is currently an advisor at Water Valley Investment Advisors, Inc., where he has worked since 2025. Prior to that, he was employed at Edelman Financial Engines LLC and Iowa State Bank, and spent time at Dordt University and Western Christian High School. Water Valley Investment Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing portfolio management and fiduciary services. The firm emphasizes fundamental analysis and long-term trading, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.
CFA®
Sioux Center, IA
Water Valley Investment Advisors, Inc.
Kevin Gesink is a CFA® charterholder with 26 years of industry experience. He is currently with Water Valley Investment Advisors, Inc., where he has worked since 2000. Water Valley Investment Advisors offers portfolio management services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term trading within a structured investment process, and it also acts as an ERISA 3(38) investment manager for retirement plans.
Series 63, Series 65, Series 66
Orange City, IA
Compass Lighthouse Capital, LLC
Christopher Immeker is a financial advisor with Compass Lighthouse Capital, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His career includes multiple roles within Cetera-affiliated firms and Money Concepts Capital Corp. Outside of advising, he serves on the board of the Orange City Area Health System. Compass Lighthouse Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management through third-party sub-advisers. The firm uses a structured selection and monitoring process for these sub-advisers and operates under a unique ownership model as a wholly owned subsidiary of a bank holding company.
Series 63, Series 66
Sioux Center, IA
Kingsview Wealth Management, LLC
Eric Rankin is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones from 2003 to 2026. Outside of his advisory role, Rankin serves as a high school swim referee for the Iowa High School Athletic Association. Kingsview Wealth Management is a multi-advisor, SEC-registered firm that serves individuals, including high-net-worth clients, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers comprehensive wealth management and financial planning services, combining in-house portfolio management with third-party strategies and access to alternative investments.
CFP®, Series 66
Souix Center, IA
Kingsview Wealth Management, LLC
Jesse Veenstra is a CFP® and Series 66-licensed advisor with Kingsview Wealth Management, LLC, bringing two years of industry experience. Prior to joining Kingsview, he worked at Edward Jones for three years. Outside of his advisory role, he serves as an assistant professor of finance at Dordt University and provides endurance coaching as an independent contractor with Peak Athletic Collective. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers comprehensive financial planning and wealth management, utilizing a blend of in-house strategies, third-party managers, and access to alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)