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
CFP®, ChFC®, Series 66
Experience Industry experience
9 years
Location
Sioux City, IA 51106
WealthPLAN Partners
Team
Simeon Moes is a CFP® and ChFC® with nine years of experience in financial advising. He is currently with WealthPLAN Partners, where he serves as a wealth advisor. Prior to this, he worked at Ameriprise Financial Services and held roles in marketing and education. WealthPLAN Partners offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a strategy diversification approach across various asset classes and generally manages client accounts on a discretionary basis with ongoing monitoring and rebalancing.
Based on WealthPLAN Partners
Flat fees up to $5,000 for financial planning services, negotiable
$0+: 0.01% to 2.00% annually (individual investors, negotiable) $0+: 0.10% to 1.50% annually (institutional investors, negotiable) $0+: 0.25% annually (held away accounts via Pontera, paid by the firm, not client)
Certain advisory representatives may receive commissions for securities brokerage and insurance products in their individual capacities
Hourly fee ranges between $100 and $300 for financial planning services
Account minimum: $5,000 Fee-only: Fixed fees up to $5,000; hourly fees $100 to $300 per hour for financial planning and consulting services
Sioux City, IA
5764 Sunnybrook Drive
Sioux City IA 51106
Advisors at this office
7
Iowa · South Dakota
9 years of industry experience
WealthPlan Partners dba EFS Group Wealth Management
2025 - Present • 1 year
Sioux City, IA
Osaic Wealth, Inc.
2025 - Present • 1 year
Sioux City, IA
Osaic Wealth, Inc.
2025 - Present • 1 year
Sioux City, IA
Ameriprise Financial Services, LLC
2020 - 2025 • 5 years
Sioux City, IA
Ameriprise Financial Services, Inc.
2017 - 2020 • 3 years
Sioux City, IA
Strategic Marketing Services
2015 - 2017 • 2 years
Cedar Falls, IA
University of Northern Iowa
2013 - 2017 • 4 years
Cedar Falls, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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 63
Sioux City, IA
Pecaut Wealth Management
Daniel Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, with 27 years of industry experience. He holds a Series 63 designation and has been with Pecaut & Co. since 1979, continuing through its transition to Pecaut Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to tailor and adjust client portfolios.
CFA®, Series 63, Series 65
Sioux City, IA
Pecaut Wealth Management
Michael Gallagher is a CFA® charterholder with 19 years of industry experience. He is currently with Pecaut Wealth Management, where he has worked since 2021. His prior experience includes roles at TPG Financial Advisors, The Partners Group, and Geneos Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans with customized financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to guide portfolio adjustments.
Series 65
Sioux City, IA
Pecaut Wealth Management
John Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, holding a Series 65 license with nine years of industry experience. He has worked at Pecaut & Co. since 2016. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary economic indicator system to tailor and adjust client portfolios based on goals, risk tolerance, and tax considerations.
Series 65
Dakota Dunes, SD
Blue Line Capital
Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.
Series 66
Sioux City, IA
Rda Financial Network
Gregory Giles is a Series 66-credentialed financial advisor with 11 years of industry experience. He is associated with RDA Financial Network and Legacy Financial, LLC, and previously worked at Robert W. Baird. Giles is involved in ownership and management roles in several real estate enterprises. RDA Financial Network serves individual investors, including high-net-worth clients, as well as institutional clients such as employer-sponsored retirement plans and trusts. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, offering a range of services including investment management, financial planning, and retirement-plan advisory services.
CFP®, Series 66
Sioux City, IA
WealthPLAN Partners
Dana Baldridge is a CFP® professional based in Sioux City, IA, affiliated with WealthPLAN Partners. He has eight years of industry experience, including roles at Securities America Advisors and EFS Group. His work includes financial planning, investment advice, and insurance product sales as related to financial planning. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach, managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.
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