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
10 years
Location
Cedar Rapids, IA 52402
Merrill
Institution
Issa Karadsheh is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2003 and joined Merrill Lynch in 2016. Issa provides customized financial advice by listening and understanding the needs and life goals of his clients, which include high-net-worth individuals, entrepreneurs, business owners, and corporate executives. His expertise spans working capital management, investment management, retirement planning, estate planning, succession strategies, and employee benefits. He uses the investment insights of Merrill Lynch and the banking capabilities of Bank of America to serve his clients.
Issa holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute® and taught in conjunction with the Booth School of Management at the University of Chicago. He earned a Bachelor's degree in Construction Engineering from Iowa State University, a Graduate Diploma in Financial Services, and a Master's degree in Administrative Studies with a concentration in Financial Economics from Boston University. His professional designations also include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).
Issa is involved in his community through organizations such as Big Brothers Big Sisters, Orchestra Iowa, and Rotary Club. He speaks Arabic and English and lives in Cedar Rapids, Iowa, with his wife Laila and their two children, Gabriel and Farah.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Cedar Rapids, IA Sierra Ct NE
1065 Sierra Ct NE
Cedar Rapids IA 52402
Advisors at this office
7
Iowa · Texas
10 years of industry experience
Bank Of America, N.a.
2016 - Present • 10 years
Cedar Rapids, IA
Merrill
2016 - Present • 10 years
Cedar Rapids, 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.
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.
Is not active or affiliated with:
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.
Verified by Warmer
Series 65, CRPC®
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.
Verified by Warmer
Series 65
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.
Verified by Warmer
Series 65
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.
Series 65
Marion, IA
Lexington Capital, LLC
Lance McDonald is a financial advisor at Lexington Capital, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Lexington Capital since 2011. Additionally, he is a licensed insurance agent with an Iowa Life and Health Insurance license. Lexington Capital is an independent advisory firm managing approximately $12.6 million for individuals, high-net-worth clients, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, subadviser services, and participant account management, employing a combination of tactical and strategic asset allocation supported by quantitative and technical analysis.
Series 66, Series 65
Cedar Rapids, IA
Ares-Bound Capital
Riddhiman Moharar is a financial advisor at Ares-Bound Capital with five years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at International Business Machines Corp. for five years. Outside of advising, he operates an entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers discretionary portfolio management and personalized financial planning utilizing tactical asset allocation, quantitative techniques, and a range of securities, with a focus on monthly portfolio reviews and the ability to implement higher-risk strategies by client consent.
Series 65, Series 63
Cedar Rapids, IA
Raindrop Financial, Inc
Bradley Parsons is the sole advisor at Raindrop Financial, Inc. He holds Series 65 and Series 63 credentials and has 12 years of experience in the financial industry. Parsons has maintained a concurrent career as an optometrist since 2004, serving as president of his own practice. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for pooled and institutional-style accounts. The firm employs a market-timing approach supported by back-testing and model trades, emphasizing liquidity and risk management.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")