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Jannifer Lyn Shull

Advisor at Compound Planning, Inc. — Indianola, IA

Updated today

Credentials

Series 66

Experience

14 years

Location

Indianola, IA

Compound Planning, Inc. logo

Compound Planning, Inc.

Multi-team

Total advisors

75

Across 62 offices

Clients per advisor

153 Very High

Avg AUM per client

$262,119 Very Low

HNW client ratio

5% Very Low

About

Jannifer Shull is a financial advisor at Compound Planning, Inc. with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. She also has a long-standing business ownership unrelated to investment activities. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program that includes in-house and third-party investment models, integrating risk-based strategies tailored to client goals.

Client services

Based on Compound Planning, Inc.

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Compound Planning, Inc.

Options & derivatives strategies ESG / Sustainable investing

Occupation focus

Based on Compound Planning, Inc.

Founder/Business Owner Executive

Demographic focus

Based on Compound Planning, Inc.

Values-based investing

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Fee options

Fixed

Financial planning and consulting project fees from $500 to $10,000 per engagement; 50% retainer upfront, balance due upon delivery

Percentage

$0+: 0.15% (In-House Models) $0+: 0.25% or $60/year minimum (TAMP Platform) $0+: 0% to 2.00% (Third-Party Models) $0+: 0.05% (Intermediary as Manager) $0+: 0.35% (Alternative Strategies)

Project-based

Consulting services hourly rate: $100 to $500 per hour

Other

Account minimum: $25,000 (flexible and may be waived or negotiated) Minimum fee: TAMP Platform minimum fee of $60/year (whichever is higher than 0.25%) Fee-only: Financial planning & consulting fees typically project-based $500 to $10,000 per engagement or hourly $100 to $500 per hour

Location

See office

Indianola, IA

Indianola IA

Advisors at this office

1

Most active in

Iowa · Texas

Work history

14 years of industry experience

Compound Planning, Inc.

2025 - Present • 1 year

New York, NY

Ameriprise

2020 - 2025 • 5 years

West Des Moines, IA

Ameriprise Financial Services, Inc.

2015 - 2020 • 5 years

West Des Moines, IA

Southern Cross, L.L.C.

1996 - Present • 30 years

Indianola, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark G

Series 63

Cumming, IA

Gremler Financial Corp

Mark Gremler is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 30 years of industry experience. He has worked at firms including VOYA Financial Advisors and Btl Network, and has operated Gremler Financial Group since 2004. Outside of advising, he is involved in farming and produce sales through Gremler Farms. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Larry K

Series 65

Des Moines, IA

Des Moines Investments, LLC

Larry King is a financial professional at Des Moines Investments, LLC with a Series 65 designation and 15 years of experience at Athene. He is based in Des Moines, Iowa. Des Moines Investments manages approximately $264.8 million in discretionary assets for about 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm offers portfolio management and financial planning services tailored to client goals, using ETFs, stocks, bonds, mutual funds, and REITs, with reviews typically conducted quarterly.

Life insurance needs analysis Disability insurance Long-term care insurance Founder/Business Owner
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David H

CFP®, ChFC®, Series 63

Des Moines, IA

Des Moines Investments, LLC

David Harkin is a CFP® and ChFC® with 30 years of industry experience. He is affiliated with Des Moines Investments, LLC and has worked at Cambridge Investment Research, Inc. and Fort Des Moines Financial Services, Inc. for the past 20 years. Outside of his advisory roles, he is involved with John Well's Farm. Des Moines Investments manages approximately $264.8 million in discretionary assets for around 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides portfolio management and financial planning services, constructing individualized investment profiles and implementing portfolios using ETFs, stocks, bonds, mutual funds, and REITs.

Life insurance needs analysis Disability insurance Long-term care insurance Founder/Business Owner
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Dillon K

Series 65

Des Moines, IA

Des Moines Investments, LLC

Dillon Kimberley is a financial advisor at Des Moines Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Des Moines Investments in 2023, he worked at Shelter Insurance for two years. Des Moines Investments is an SEC-registered investment adviser managing approximately $265 million in discretionary assets for around 700 clients, including individuals, custodial accounts, business owners, and trusts. The firm provides portfolio management and financial planning services tailored to clients' goals, risk tolerance, and tax considerations.

Life insurance needs analysis Disability insurance Long-term care insurance Founder/Business Owner
user avatar

Keri B

Series 66

Indianola, IA

Wealthcare Capital Partners, LLC

Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.

Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
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Chase G

Series 63, Series 65

Indianola, IA

Wealthcare Capital Partners, LLC

Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.

Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
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