Jesse Lee Veenstra

Advisor at Kingsview Wealth Management, LLC — Souix Center, IA

Updated today

Credentials

CFP®, Series 66

Experience

2 years

Location

Souix Center, IA 51250

Kingsview Wealth Management, LLC logo

Kingsview Wealth Management, LLC

Multi-team

Total advisors

119

Across 73 offices

Clients per advisor

102 Very High

Avg AUM per client

$703,115 Typical

HNW client ratio

18% Typical

About

Jesse Veenstra is a CFP® and Series 66-licensed advisor with Kingsview Wealth Management, LLC, bringing two years of industry experience. Prior to joining Kingsview, he worked at Edward Jones for three years. Outside of his advisory role, he serves as an assistant professor of finance at Dordt University and provides endurance coaching as an independent contractor with Peak Athletic Collective. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers comprehensive financial planning and wealth management, utilizing a blend of in-house strategies, third-party managers, and access to alternative investments.

Client services

Based on Kingsview Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Family Business Business ownership considerations Inheritance planning Charitable giving & philanthropy

Occupation focus

Based on Kingsview Wealth Management, LLC

Founder/Business Owner Executive Retired

Demographic focus

Values-based investing Religious/faith focused

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Fee options

Fixed

Financial planning fee starting at $0; ongoing consulting fees range from $500 to $12,500 per quarter.

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually

Project-based

Negotiable hourly fee for financial planning; specific amounts not stated.

Other

Account minimum: $25,000

Location

See office

Souix Center, IA

318 N Main Ave

Souix Center IA 51250

Advisors at this office

2

Most active in

Iowa

Work history

2 years of industry experience

Kingsview Partners Lcc

2026 - Present • 1 year

Grants Pass, OR

Kingsview Wealth Management Llc

2026 - Present • 1 year

Souix Center, IA

Edward Jones

2025 - 2026 • 1 year

St. Louis, MO

Edward Jones

2023 - 2025 • 2 years

St. Louis, MO

Peak Athletic Collective

2021 - Present • 5 years

Lafayette, CO

Sioux Center Community Schools

2021 - 2022 • 1 year

Sioux Center, IA

Dordt University

2021 - Present • 5 years

Sioux Center, IA

Merchants Bonding Company

2016 - 2021 • 5 years

West Des Moines, IA

Des Moines Christian School

2016 - 2020 • 4 years

Des Moines, IA

Disclosures

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

Business activities & affiliations

user avatar

Randy I

CFP®, ChFC®, Series 63, Series 65

Orange City, IA

Compass Lighthouse Capital, LLC

Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC, holding CFP® and ChFC® designations and over 27 years of industry experience. His prior work includes roles at Northwest Wealth Management, Money Concepts Capital Corp, and PRUCO Securities, LLC. He is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and model portfolios managed by third-party sub-advisers. The firm uses a quantitative and qualitative investment process and is wholly owned by a bank holding company, an uncommon structure among supported firms.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Ben G

CFP®, Series 65

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Ben Gesink is a Certified Financial Planner™ (CFP®) with four years of industry experience. He is currently an advisor at Water Valley Investment Advisors, Inc., where he has worked since 2025. Prior to that, he was employed at Edelman Financial Engines LLC and Iowa State Bank, and spent time at Dordt University and Western Christian High School. Water Valley Investment Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing portfolio management and fiduciary services. The firm emphasizes fundamental analysis and long-term trading, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Passive / index investing
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Kevin G

CFA®

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Kevin Gesink is a CFA® charterholder with 26 years of industry experience. He is currently with Water Valley Investment Advisors, Inc., where he has worked since 2000. Water Valley Investment Advisors offers portfolio management services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term trading within a structured investment process, and it also acts as an ERISA 3(38) investment manager for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Passive / index investing
user avatar

Christopher I

Series 63, Series 65, Series 66

Orange City, IA

Compass Lighthouse Capital, LLC

Christopher Immeker is a financial advisor with Compass Lighthouse Capital, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His career includes multiple roles within Cetera-affiliated firms and Money Concepts Capital Corp. Outside of advising, he serves on the board of the Orange City Area Health System. Compass Lighthouse Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management through third-party sub-advisers. The firm uses a structured selection and monitoring process for these sub-advisers and operates under a unique ownership model as a wholly owned subsidiary of a bank holding company.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Eric R

Series 63, Series 66

Sioux Center, IA

Kingsview Wealth Management, LLC

Eric Rankin is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones from 2003 to 2026. Outside of his advisory role, Rankin serves as a high school swim referee for the Iowa High School Athletic Association. Kingsview Wealth Management is a multi-advisor, SEC-registered firm that serves individuals, including high-net-worth clients, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers comprehensive wealth management and financial planning services, combining in-house portfolio management with third-party strategies and access to alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Women Professionals Young Families
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Jeremy V

Series 66

Orange City, IA

SPC

Jeremy Van Beek is a financial advisor with SPC in Orange City, IA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC, Cornerstone Financial Advisors, and Dordt University. Outside of advising, he serves as a church elder at Living Water Community Church and is a commissioned notary public in Iowa. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs such as the SIGMA Managed Account and the Axis Platform.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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