Michael Van Meter

Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.

Kayla Price is a financial advisor at Principal Advised Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BerganKDV and Prudential Investment Management Services. Kayla is based in Coggon, Iowa. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary and discretionary investment management, supported by integration with the Principal Financial Group family of companies.

Elizabeth Rude is a financial advisor with Principal Financial Services in Dyersville, IA, holding a Series 66 designation and one year of industry experience. She previously worked for Community Savings Bank for 20 years before joining Principal Securities and Principal Life Insurance Company. Her activities include the sales and service of fixed insurance products such as life, annuities, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with an emphasis on discretionary investment management and ongoing client reviews.

Alan Keltner is a financial advisor with Cetera Planning Partners, holding a Series 63 designation and bringing 26 years of industry experience. He has previously worked at ProEquities, Inc. for 17 years and maintains ongoing roles at Honkamp Krueger Financial Services, Inc. and Gosling Financial Services. Outside of his advisory work, he owns and operates Keltner Enterprises, a business focused on buying and selling antiques. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process utilizes diversified allocations of mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Brent Hinerichsen is a financial advisor with Principal Financial Services in Dyersville, IA, holding the ChFC® designation and Series 63 license. He has 31 years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2017, as well as prior experience at Fortified Wealth Advisors and Financial Strategies. Outside of his advisory work, he is the owner of Hinerichsen, Inc, an S-corporation used for tax filing purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning and retirement plan consulting, with access to third-party money manager asset allocation and separately managed account solutions.

Jackson Gehling is a financial advisor with Principal Financial Services in Dyersville, Iowa. He holds a Series 66 designation and has one year of industry experience. Prior to joining Principal, he held various roles including positions at Collins Aerospace and CRST. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.