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
24 years
Location
Cedar Rapids, IA 52402
Merrill
Institution
Kristen Trovas is a Senior Resident Director at Merrill, bringing 24 years of experience in wealth management focused on helping business owners, women navigating wealth decisions, and NIL athletes managing new financial opportunities. She specializes in creating personalized financial strategies, particularly in assisting business owners with exit planning, whether preparing for a sale, transitioning to the next generation, or converting their largest asset into long-term financial security. Her expertise encompasses areas such as college education planning, family wealth management, retirement planning, and legacy planning.
Kristen graduated from Mount Mercy University with a Bachelor's Degree in Business Administration and holds several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She has been with the same firm for twenty years and emphasizes a collaborative, one-on-one approach to developing financial strategies aligned with her clients' long-term goals.
Committed to community involvement, Kristen has served on the boards of several organizations including Waypoint Services, NewBo City Market, the National Council on Youth Leadership, Women Lead Change, Mount Mercy University, and Elmcrest Country Club. She is a graduate of the Leadership for Five Seasons program and a charter member of the United Way Women of Leadership Initiative. Outside of work, she enjoys playing tennis, where she participates in USTA teams, as well as cooking, golfing, skiing, and spending time with her family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Cedar Rapids, IA Sierra Ct NE
1065 Sierra Ct NE
Cedar Rapids IA 52402
Advisors at this office
7
Illinois · Iowa · Texas
24 years of industry experience
Bank Of America,Na
2009 - Present • 17 years
Cedar Rapids, IA
Merrill
2002 - Present • 24 years
Moline, IL
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.
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.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Verified by Warmer
Series 65, CRPC®
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.
Verified by Warmer
Series 65
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.
Verified by Warmer
Series 65
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.
Series 65
Marion, IA
Lexington Capital, LLC
Lance McDonald is a financial advisor at Lexington Capital, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Lexington Capital since 2011. Additionally, he is a licensed insurance agent with an Iowa Life and Health Insurance license. Lexington Capital is an independent advisory firm managing approximately $12.6 million for individuals, high-net-worth clients, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, subadviser services, and participant account management, employing a combination of tactical and strategic asset allocation supported by quantitative and technical analysis.
Series 66, Series 65
Cedar Rapids, IA
Ares-Bound Capital
Riddhiman Moharar is a financial advisor at Ares-Bound Capital with five years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at International Business Machines Corp. for five years. Outside of advising, he operates an entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers discretionary portfolio management and personalized financial planning utilizing tactical asset allocation, quantitative techniques, and a range of securities, with a focus on monthly portfolio reviews and the ability to implement higher-risk strategies by client consent.
Series 65, Series 63
Cedar Rapids, IA
Raindrop Financial, Inc
Bradley Parsons is the sole advisor at Raindrop Financial, Inc. He holds Series 65 and Series 63 credentials and has 12 years of experience in the financial industry. Parsons has maintained a concurrent career as an optometrist since 2004, serving as president of his own practice. Raindrop Financial provides active investment management focused on options and futures-based trading strategies for pooled and institutional-style accounts. The firm employs a market-timing approach supported by back-testing and model trades, emphasizing liquidity and risk management.
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