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Ryan Folkerts

Advisor at Mass Mutual Investors Services — Waverly, IA

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Waverly, IA 50677

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,108

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Ryan Folkerts is a financial advisor at Mass Mutual Investors Services and holds the Series 66 designation. He has less than one year of industry experience, having joined the firm and its affiliate MassMutual Life Insurance Company in 2026. Prior to his advisory role, he worked in various positions including at Roling Ford and Jimmy John's, and has several years of experience in education at Wartburg College and local schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and structured annual planning engagements tailored to client goals.

Client services

Based on Mass Mutual Investors Services

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

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Waverly, IA

410 West Bremer Ave

Waverly IA 50677

Advisors at this office

2

Most active in

Iowa

Work history

< 1 year of industry experience

MML Investors Services, LLC

2026 - Present • 1 year

Waverly, IA

MassMutual Life Insurance Co

2026 - Present • 1 year

Waverly, IA

Roling Ford

2024 - 2026 • 2 years

Shell Rock, IA

Jimmy John's

2023 - 2025 • 2 years

Waverly, IA

Wartburg College

2022 - Present • 4 years

Waverly, IA

Waverly - Shell Rock High School

2018 - 2022 • 4 years

Waverly, IA

Waverly - Shell Rock Middle School

2015 - 2018 • 3 years

Waverly, 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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Ryan H

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Ryan Hervey is a financial advisor with Accel Wealth Management, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach that emphasizes active, diversified allocations and long-term holdings, tailoring portfolios with written investment policy statements and utilizing third-party sub-advisers.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
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Juan G

Series 65

Waverly, IA

Accel Wealth Management

Juan Garcia Heredia is a financial advisor at Accel Wealth Management with one year of industry experience. He holds a Series 65 credential and has a background that includes roles at GM Financial and Elmcrest Country Club. Outside of advisory work, he is the owner of Vega Sports Academy, where he is involved in sports coaching and management. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for around 1,290 client relationships. The firm employs a total portfolio investment approach that emphasizes active, diversified allocations and long-term purchases, tailoring portfolios through written investment policy statements.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Mitchell C

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Mitchell Cook is a financial advisor at Accel Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including The O.N. Equity Sales Company, Ohio National Financial Services, and Unified Trust Company, N.A. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products tailored to their personal needs. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across around 1,290 client relationships. The firm follows a “total portfolio” investment approach with active, diversified allocations and long-term holdings, offering discretionary portfolio management, financial planning, pension consulting, and employee financial-education services.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
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Scott D

Series 63, Series 65

Waverly, IA

Accel Wealth Management

Scott Durscher is a financial advisor with Accel Wealth Management in Waverly, IA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at several firms, including Brokers International Financial Services and Marsh McLennan Agency. Outside of his advisory work, he assists with annual ledger audits for the Bremer County Conservation Board Support Group. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion for around 1,290 client relationships. The firm offers discretionary portfolio management, financial planning, pension consulting, and employee financial-education presentations, using an active, diversified investment approach tailored by written investment policy statements.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Michele K

Series 63, Series 66

Waverly, IA

Accel Wealth Management

Michele Krueger is a financial advisor with Accel Wealth Management in Waverly, IA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. Her prior roles include positions at Integrity Alliance, LLC and Cambridge Investment Research, Inc. She has been associated with Accel Wealth Management since 2017. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across about 1,290 client relationships. The firm employs a total portfolio investment approach focused on active, diversified allocations and long-term purchases, providing discretionary portfolio management, financial planning, pension consulting, and employee financial-education presentations.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
user avatar

Todd M

ChFC®, Series 63, Series 65

Waverly, IA

Accel Wealth Management

Todd Manternach is a financial advisor with Accel Wealth Management in Waverly, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Ameritas Investment Corp and Brokers International Financial Services. Manternach is also owner and president of Manternach & Assoc., a corporation focused on retirement planning and non-securities business activities. Accel Wealth Management is a team-based registered investment adviser managing approximately $1.15 billion across 1,290 client relationships. The firm employs a total portfolio approach with active, diversified allocations tailored by written investment policy statements and offers discretionary portfolio management, financial planning, pension consulting, and employee financial-education presentations.

General retirement planning Retirement income strategy Active portfolio management Options & derivatives strategies Executive Founder/Business Owner Retired
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