Advisor at RIA Advisory Group, LLC
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.
Location
Ames, IA 50010
Credentials
Series 63, Series 65
Industry experience
36 years
Jeffrey Gibbons is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at RIA Advisory Group since 2017 and previously at Visionpoint Advisory Group from 2014 to 2017. Gibbons serves on the Iowa State University Athletics Letterwinners Board, a community and charitable organization. RIA Advisory Group is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages diversified portfolios using discretionary strategies based on charting, fundamental, and technical analysis, and maintains formal affiliations with legal and accounting professionals alongside operating affiliated technology and research businesses.
up to 2% of account value (tiered fees apply, highest range percentage applies to all assets)
2305 Dayton Ridge Road
Ames, IA 50010
Iowa
RIA Advisory Group
2017 - Present (9 years)
Visionpoint Advisory Group
2014 - 2017 (3 years)
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
Kacy Bass is a CFP® with 10 years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2015. She holds a Series 65 license and is based in Ames, Iowa. Clarity Asset Management provides discretionary investment management, financial planning, and consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach utilizing diversified mutual funds, ETFs, and individual equities, supported by institutional tools and a multi-office service model.
CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
Nevin Conlon is a CFP® with eight years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2016. Prior to joining Clarity, he worked for four years with Cedar Falls Community Schools. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools and multiple office locations.
ChFC®, Series 63
Ames, IA
Clarity Asset Management, Inc.
Donald Erickson is a ChFC® with 26 years of industry experience. He has been with Clarity Asset Management, Inc. since 2013. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $222 million in client assets using a fundamentals-driven, long-term investment approach that incorporates diversified mutual funds, ETFs, and individual equities.
Series 65
Ames, IA
Clarity Asset Management, Inc.
Steven Larson is a Series 65-licensed financial advisor at Clarity Asset Management, Inc. in Ames, Iowa, with 24 years of industry experience. He has been with Clarity Asset Management since 2013, including the firm's current iteration since 2022. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools for portfolio construction and performance reporting.
Series 63, Series 65, Series 66
Ames, IA
Principal Advised Services
Jeremy Fernandez is a financial advisor with Principal Advised Services in Ames, IA, holding Series 63, Series 65, and Series 66 licenses and possessing 12 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2019 and has held prior roles in education and retail. Outside his advisory work, he and his spouse serve as caregivers for an adult with special needs through Easterseals Iowa. Principal Advised Services provides investment advice mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee management program called SimpleInvest. The firm leverages both third-party methodologies and proprietary models and operates within the Principal Financial Group family, enabling access to affiliated financial products and services.
Series 66
Ames, IA
Nations Financial Group, Inc.
Michelle Blenderman is a Series 66-credentialed financial advisor with 23 years of industry experience. She has been with Nations Financial Group, Inc. since 2007. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, employing proprietary model portfolios alongside outside managers to tailor strategies based on client objectives, risk tolerance, and liquidity needs.
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