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 66
Experience Industry experience
25 years
Location
Thompson, IA
Principal Financial Services
Enterprise
Kelly Larson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has been with Principal Securities Inc. since 2016 and has also worked with Principal Life Insurance Company since 1996. Outside of his advisory role, Larson is involved in agricultural business operations and serves as an elected official on the County Agricultural Extension Council, as well as a board member of the North Iowa Area Community College Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.
Based on Principal Financial Services
$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)
Thompson, IA
Thompson IA
Advisors at this office
1
Iowa
25 years of industry experience
Principal Securities INC
2016 - Present • 10 years
Des Moines, IA
PRINCIPAL LIFE INSURANCE COMPANY
1996 - Present • 30 years
Des Moines, 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.
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.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Forest City, IA
Greenstone Wealth Management
Elijah Wagner is a Series 65 licensed advisor at Greenstone Wealth Management with one year of industry experience. Prior to his advisory role, he worked in various positions including at Olive Garden and All State AG Parts. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and tax preparation, emphasizing passive portfolio construction using low-cost index funds alongside technology-driven model portfolios and integrated tax services.
Series 65
Forest City, IA
Greenstone Wealth Management
Julianna Burkholder is a financial advisor at Greenstone Wealth Management with a Series 65 credential. She has one year of industry experience and previously worked with the Forest City Chamber of Commerce and Bear Creek Golf Course. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by automated and third-party portfolio solutions.
CFP®, Series 66
Forest City, IA
Greenstone Wealth Management
Taylor Wilson is a CFP® and holds a Series 66 license with eight years of experience in financial advising. He has worked at Greenstone Wealth Management since 2019 and previously held positions at Edward Jones and Wells Fargo. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm combines low-cost, passive portfolio strategies with automated and AI-driven models, providing discretionary and non-discretionary management along with access to third-party money managers.
Series 65
Forest City, IA
Greenstone Wealth Management
Levi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation with three years of industry experience. His work history includes multiple roles at Winnebago Industries and Kingland Systems. Greenstone Wealth Management serves individual and high-net-worth clients, offering investment management, financial planning, and tax-preparation services. The firm combines Modern Portfolio Theory–based passive allocations with AI-driven and third-party manager solutions to construct client portfolios.
Series 63, Series 65
Forest City, IA
Oasis Advisors
Gregory Diamond is a financial advisor with Oasis Advisors in Forest City, IA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Terra Wealth Management, Pfs Investments Inc, and Primerica Financial Services. He also works as an independent insurance agent on a part-time basis. Oasis Advisors offers portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, and a variety of investment instruments including private placements and cryptocurrency.
Series 66
Forest City, IA
Oasis Advisors
Bryan Dewhurst is a financial advisor at Oasis Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Terra Wealth Management, Uncommon Wealth Partners, and Summit Financial Group. Dewhurst is also President and CIO of AlphaBit Investments, LLC, which sponsors and manages an ETF. Oasis Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to deliver discretionary investment management.
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