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 66
Experience Industry experience
11 years
Location
Sioux City, IA 51101
Rda Financial Network
Team
Gregory Giles is a Series 66-credentialed financial advisor with 11 years of industry experience. He is associated with RDA Financial Network and Legacy Financial, LLC, and previously worked at Robert W. Baird. Giles is involved in ownership and management roles in several real estate enterprises. RDA Financial Network serves individual investors, including high-net-worth clients, as well as institutional clients such as employer-sponsored retirement plans and trusts. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, offering a range of services including investment management, financial planning, and retirement-plan advisory services.
Based on Rda Financial Network
Based on Rda Financial Network
Up to 2.05% annually, depending on size and complexity of client account or retirement plan
IARs may earn commissions from securities and insurance products sold through United Planners and as independent insurance agents
Financial planning billed hourly at $150 - $250 per hour with a minimum of three hours; no flat rate planning fees
Account minimum: $25,000 Minimum fee: Minimum fee for financial planning is $500
Sioux City, IA
505 5th St., # 100
Sioux City IA 51101
Advisors at this office
1
Iowa · Nebraska · Texas
11 years of industry experience
United Planners Financial Services
2021 - Present • 5 years
Scottsdale, AZ
Legacy Financial, LLC
2017 - Present • 9 years
Sioux City, IA
RDA Financial Network
2017 - Present • 9 years
Coralville, IA
Legacy Financial, LLC
2017 - Present • 9 years
Sioux City, IA
Legacy Financial, LLC
2017 - Present • 9 years
Akron, IA
RDA Financial Network
2017 - Present • 9 years
Akron, IA
United Planners' Financial Services of America
2017 - 2020 • 3 years
Scottsdale, AZ
Rental property, 20744 Berdon St., Woodland Hills, CA 91367, own
2015 - Present • 11 years
Woodland Hills, CA
Green Gables Building Co., LLP
2015 - Present • 11 years
Sioux City, IA
Al-Mar Building Co., LLC
2015 - Present • 11 years
Sioux City, IA
Auditorium Shopping Area, LLC
2015 - 2025 • 10 years
Sioux City, IA
Robert W. Baird
2015 - 2016 • 1 year
Sioux City, IA
Self Employed
2001 - Present • 25 years
Minneapolis, MN
Rental property, 332 W. Diamond Lk. Rd., Minneapolis, MN 55419,
2001 - Present • 25 years
Minneapolis, MN
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Sioux City, IA
Pecaut Wealth Management
Daniel Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, with 27 years of industry experience. He holds a Series 63 designation and has been with Pecaut & Co. since 1979, continuing through its transition to Pecaut Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to tailor and adjust client portfolios.
CFA®, Series 63, Series 65
Sioux City, IA
Pecaut Wealth Management
Michael Gallagher is a CFA® charterholder with 20 years of experience in the financial services industry. He is currently with Pecaut Wealth Management, where he has worked since 2021. His previous experience includes roles at Morgan Stanley and several wealth management firms. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing tailored financial planning, discretionary portfolio management, and investment consulting. The firm follows a long-term, value-oriented investment approach, utilizing fundamental analysis and proprietary economic indicators to manage portfolio risk and asset allocation.
Series 65
Sioux City, IA
Pecaut Wealth Management
John Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, holding a Series 65 designation with 10 years of industry experience. He has been with Pecaut & Co. since 2016. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing tailored financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary economic indicator system to manage asset allocation and portfolio risk.
Series 65
Dakota Dunes, SD
Blue Line Capital
Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.
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.
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”)