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Justin Blake Faber

Advisor at Equitable Advisors — Rock Valley, IA

Updated today

Credentials

CFP®, Series 66

Experience

6 years

Location

Rock Valley, IA 51247

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,654

Across 968 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Justin Faber is a CFP® with six years of industry experience, currently affiliated with Equitable Advisors. He has worked at Equitable Advisors since 2019 and has prior experience with Axa Advisors, LLC, and several other organizations. Faber is also the owner and president of Bridge Financial LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers to tailor solutions based on client risk tolerance and goals.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Sandwich Generation

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Fee options

Fixed

Financial planning fixed fees range from $250 to $25,000.

Percentage

$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable

Commissions

Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.

Location

See office

Rock Valley, IA

1311 10th Street

Rock Valley IA 51247

Advisors at this office

1

Most active in

Iowa · Texas

Work history

6 years of industry experience

Equitable Advisors

2019 - Present • 7 years

New York, NY

Axa Advisors, Llc

2019 - 2020 • 1 year

New York, NY

Office of Charlene Granstra

2019 - 2021 • 2 years

Rock Valley, IA

Valley Machining Company

2017 - 2019 • 2 years

Rock Valley, IA

Terrace View Event Center

2017 - 2019 • 2 years

Sioux Center, IA

Northwestern College

2017 - 2018 • 1 year

Orange City, IA

Northwestern College

2015 - 2019 • 4 years

Orange City, IA

Pollema Manufacturing

2014 - 2017 • 3 years

Rock Valley, 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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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 25 years of experience in the financial industry. He is affiliated with Water Valley Investment Advisors, Inc. in Sioux Center, IA, where he has worked since 2000. Water Valley Investment Advisors provides portfolio management services to individuals, high-net-worth clients, charitable organizations, and retirement plans, offering both discretionary and non-discretionary management. The firm’s investment approach focuses on fundamental analysis and long-term trading, with a structured process that includes quarterly account reviews and customized Investment Policy Statements.

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

Series 66

Sioux Center, IA

Money Concepts Capital Corp

Andrew Borger is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and one year of industry experience. He previously worked at The Planning Firm, American State Bank, and Diamond Vogel. Outside of his advisory role, Borger serves on the advisory council for the Family Crisis Center, is a board member of Ridge Golf Club, and acts as treasurer and deacon at Bethel Christian Reformed Church. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Nicolaas D

Series 63, Series 65, Series 66

Sioux Center, IA

Kestra Advisory

Nicolaas Doelman is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at LPL Financial for 10 years before joining Kestra in 2019. Outside of advisory roles, he manages a farming sharecropping arrangement on a residential property he owns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers multiple management platforms and third-party solutions within a supervisory framework.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Thomas D

Series 66

Sioux Center, IA

Money Concepts Capital Corp

Thomas De Jong is a Series 66-credentialed financial advisor with Money Concepts Capital Corp, based in Sioux Center, IA, and has 17 years of industry experience. He has been with Money Concepts Capital Corp since 2009 and also owns The Planning Firm, LLC, where he serves as business manager. Outside of his advisory work, he chairs the Stewardship/Foundation Committee at Bethel Christian Reformed Church and is involved in teaching and consulting activities. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, MCAS employs a range of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Hannah J

Series 66

Rock Valley, IA

CWM, LLC

Hannah Johnson is a financial advisor with CWM, LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Carson Wealth, RBC Capital Markets, and LifePlan Financial, as well as experience in banking and wealth management. CWM, LLC is an SEC-registered adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary portfolios using model strategies supported by an in-house Investment Committee and offers a variety of financial planning and retirement services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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