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William John Raney

Advisor at Cetera — Geneva, IA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

32 years

Location

Geneva, IA 50633

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,123 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

William Raney is a CFP® professional at Cetera with 32 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services, LLC since 2013 and has served as a financial advisor at Grundy National Bank since 2006. Raney is also involved in selling fixed life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services, offering multiple program structures and access to various third-party managers.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Geneva, IA

408 Front St

Geneva IA 50633

Advisors at this office

1

Most active in

Iowa · Texas

Work history

32 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2013 - Present • 13 years

El Segundo, CA

Grundy National Bank

2006 - Present • 20 years

Grundy Center, 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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Belen K

ChFC®, Series 63

Hampton, IA

Prosperity Capital Advisors

Belen Krabbe is a financial advisor with Prosperity Capital Advisors who holds the ChFC® designation and Series 63 license, with 39 years of industry experience. She has worked at multiple firms including Mercap Securities, Regal Investment Advisors, and Regulus Advisors, and has operated Franklin Financial Services since 1991. Krabbe is a board member of the Kiwanis Club of Hampton, IA. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, high-net-worth investors, corporations, and retirement plans. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision, employing core and specialized models from providers such as BlackRock, Dimensional, and Vanguard.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Bradley S

Series 63, Series 66

Hampton, IA

Eagle Strategies (NY Life)

Bradley Scheideman is a financial advisor with Eagle Strategies (NY Life) in Hampton, IA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked with Eagle Strategies since 2016 and operates his own firm, Scheideman Financial Strategies, since 2008. Outside of his advisory work, Scheideman serves as a church elder at Faith Baptist Church and is a board member of the Fellowship of Christian Athletes, reflecting involvement in community and faith-based activities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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John E

Series 63, Series 66

Ackley, IA

Eagle Strategies (NY Life)

John Enslin is a financial advisor with Eagle Strategies (NY Life) based in Ackley, Iowa, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with firms including Innovative Financial Solutions Group and R2 Financial Strategies, and he operates The Enslin Group, LLC. Outside of financial services, Enslin owns Cougar Fitness LLC, a small gym in Ackley, and serves in community development roles including secretary of the Ackley Development Commission and board member of the Hardin County Economic Development Advisory Council. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a notable focus on retirement investors, defined benefit plans, and insurance-related advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Adam N

Series 66

Iowa Falls, IA

Thrivent Investment Management

Adam Nederhoff is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Green Belt Bank & Trust and American Family Insurance. He serves on multiple community boards, including the Ellsworth College Foundation, Hansen Family Hospital, and Lighthouse Center of Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Business ownership considerations
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Michael T

Series 66

Iowa Falls, IA

Thrivent Investment Management

Michael Truesdell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a board member for the Greater Chamber of Commerce in Story City, participating in the Economic Vitality committee, and works as an assistant basketball coach for a local high school girls’ team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that address topics such as retirement, tax, estate, and special needs planning. The firm separates its planning services from managed accounts and does not offer portfolio management for institutional clients.

Business ownership considerations
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Christopher S

Series 63, Series 66

Iowa Falls, IA

Cetera

Christopher Stauffer is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Cetera and its affiliated entities since 2013 and has also been associated with Iowa Falls State Bank since 2013. Outside of his advisory work, he serves as president of the board of the Iowa Falls Community School District and is a board member at large for Friends of Calkin's Nature Area. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of over 10,000 advisors and utilizes a multi-manager platform with diverse investment program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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