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 65
Experience Industry experience
38 years
Location
Greenfield, IA
OSAIC
Institution
James Shindelar is a financial advisor with OSAIC in Greenfield, IA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining OSAIC in 2023, he spent 28 years at FSC Securities Corporation. Outside of his advisory role, he operates a general insurance business and is involved in farming, as well as providing tax preparation services as a sole proprietor. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services with a variety of portfolio management tools and access to third-party money managers.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Greenfield, IA
Greenfield IA
Advisors at this office
2
Iowa · Kentucky · Nebraska · Texas · Washington
38 years of industry experience
OSAIC
2023 - Present • 3 years
Greenfield, IA
FSC securities corporation
1995 - 2023 • 28 years
Greenfield, 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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.
Series 66
Greenfield, IA
Packerland Brokerage Services, Inc.
Brian Eisbach is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Packerland in 2023, he worked at Brokers International Financial Services and Broker Dealer Financial Services Corp. Eisbach is involved in his community as a committee member of the Empowering Adair County Foundation, a high school athletics coach, and a board member of the Greenfield Community Development Corporation. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.
Series 66
Fontanelle, IA
LPL Financial
John Delaney is a financial advisor with LPL Financial in Fontanelle, Iowa, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Cetera, Voya Financial Advisors, and several independent advisory firms. He is also active as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools though investment decisions are advisor-driven.
Series 66
Greenfield, IA
OSAIC
Dillon Shindelar is a financial advisor with OSAIC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining OSAIC Wealth Inc, he worked at Wells Fargo for 13 years. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing a variety of investment strategies, third-party platforms, and proprietary tools to manage portfolios across multiple asset classes.
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