Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Mikayla P

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Mikayla Philipp is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 designations and one year of industry experience. Her prior work experience includes roles within FBL Financial Group and coaching high school girls’ soccer at Apex Academy. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm delivers investment management primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and working with third-party managers for discretionary trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Michelle E

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Michelle Ernst is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and having eight years of industry experience. She has worked extensively within the FBL Financial Group and its affiliates since 2011. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporate entities. The firm provides investment management through wrap-fee programs, financial planning, and retirement-plan services, emphasizing individualized advice and implementing strategies with the assistance of third-party discretionary managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Corey H

ChFC®, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Corey Hodges is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at FBL Financial Group, Farm Bureau Financial Services, and Country Trust Bank. Hodges also provides financial planning services through FBL Investment Management Services, Inc. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management via wrap-fee programs, written plans, and educational seminars, emphasizing individualized advice and non-discretionary client relationships supported by third-party discretionary managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Jason S

ChFC®, Series 63, Series 65, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jason Street is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 21 years of industry experience and has worked at firms including Principal Financial Services, Voya, Farm Bureau Financial, and FBL Financial Group. In addition to his advisory role, he is involved in selling insurance through Farm Bureau Life and affiliates. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through various programs and emphasizes individualized advice with a focus on non-discretionary relationships supported by third-party discretionary managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Jason H

CFP®, Series 63, Series 65, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jason Hawkins is a CFP® with four years of industry experience, currently serving as an investment adviser representative at FBL Wealth Management, LLC in West Des Moines, IA. His prior experience includes roles at FBL Marketing Services, FBL Financial Group, and several automotive dealerships, as well as earlier financial services positions at Mass Mutual Investors Services and Waddell & Reed. Hawkins is also an insurance agent affiliated with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management through wrap-fee programs, written financial plans, non-fiduciary retirement plan services, and educational seminars. The firm emphasizes individualized advice without accepting discretionary authority, relying on third-party sub-advisers and overlay managers for trade execution, and is affiliated with FBL Financial Group and the Farm Bureau distribution network.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Russell T

CFP®, ChFC®, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Russell Tigges is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at FBL Wealth Management, LLC. He has previously worked with FBL Financial Group and Farm Bureau Financial Services. Tigges has been involved with FBL Marketing Services since 2002. FBL Wealth Management serves a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, relying on third-party portfolio managers and providing written financial planning along with educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Adam E

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Adam Entwisle is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at TD Ameritrade and ScotTrade Financial. He currently serves clients through investment advisory and financial planning services. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm employs a primarily non-discretionary investment approach, utilizing third-party portfolio managers and offering written financial plans along with educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Justin B

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Justin Bach is a financial advisor at FBL Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group and New York Life Insurance Company. Outside of his advisory role, he serves as Vice President of Bach Precision Inc., a family-owned manufacturing business. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and educational resources. The firm typically operates on a non-discretionary basis, relying on third-party portfolio managers and sub-advisers to implement investment decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Emily C

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Emily Carpenter is an investment adviser representative at FBL Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and has worked at FBL Financial Group and FBL Marketing Services, LLC. Outside of her financial advisory role, she has worked as a substitute teacher for USD 266 Maize Unified School District since 2017. FBL Wealth Management serves a diverse range of individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers and offers investment management through wrap-fee programs, financial plans, and educational seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Elijah J

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Elijah Jorgenson is a financial advisor at FBL Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Cetera Wealth Services, North Star Resource Group, and Securian Financial Services. In addition to his advisory role, he is a full-time insurance agent affiliated with Farm Bureau Life and related companies. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and offering written financial planning along with educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Sheryl C

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Sheryl Curtis is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently with FBL Wealth Management, LLC in West Des Moines, IA. Her prior experience includes positions at TIAA-CREF, PNC Investments LLC, Cetera Investment Services, Merrill Lynch, and Bank of America. FBL Wealth Management serves a diverse range of individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized, non-discretionary advice implemented via third-party sub-advisers and leverages its affiliation with FBL Financial Group and the Farm Bureau distribution network.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Kristi S

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Kristi Smith is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with Equitrust Marketing Services LLC and Farm Bureau since 2004. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on individualized advice and employs various investment strategies, often using third-party discretionary managers for execution while maintaining primarily non-discretionary advisor relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Courtney C

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Courtney Cowan Gray is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at COUNTRY FINANCIAL for 10 years and has been with FBL Financial Group and FBL Marketing Services since 2020. Outside of advisory services, she works full-time as an insurance agent for Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers non-discretionary investment management through third-party portfolio managers and provides written financial planning, educational seminars, and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Michael G

ChFC®, Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Michael Goodyear is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial industry. He has worked at Crump Life Insurance Services for 10 years before joining FBL Wealth Management, LLC, FBL Marketing Service, LLC, and FBL Financial Group in 2026. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management primarily through wrap-fee programs and emphasizes individualized, non-discretionary advice supported by third-party discretionary managers for execution.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Todd D

CFP®, ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Todd Davis is a CFP® and ChFC® with 10 years of experience in financial services. He is currently with FBL Wealth Management, LLC, where he has worked in various capacities since 2015. Prior to his current role, he held positions within FBL Financial Group and FBL Marketing Services. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management primarily through wrap-fee programs and written financial plans, emphasizing individualized advice while relying on third-party managers for discretionary trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

John M

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

John Mahan is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and five years of industry experience. His career includes roles at FBL Financial Group and Ameriprise Financial Services LLC. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management primarily through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and utilizing third-party managers for discretionary trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Andre S

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Andre Stubbs is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Raymond James Financial Services, Willow Creek Capital Management, and First Interstate Bank. He is also an insurance agent affiliated with Farm Bureau Life and its related companies. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients by providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized, non-discretionary advice implemented via third-party sub-advisers, and integrates affiliated broker-dealer and insurance channels in its service model.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

Jerad G

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Jerad Grove is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with FBL Marketing Serv and Mountain West Farm Bureau Insurance since 2015. Grove serves as a board member of a nonprofit organization in Butte, Montana, and is involved in several business ventures including partnerships and management of Farm Bureau-related entities. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and utilizing third-party sub-advisers and overlay managers for discretionary trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

William S

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

William Simpson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with FBL Financial Group since 2023 and previously with Farm Bureau Financial Services from 2014 to 2022. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice and relies on third-party discretionary managers for account execution while maintaining primarily non-discretionary advisor-level relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
user avatar
firm logo

James E

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

James Eaton is a financial advisor at FBL Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Farm Bureau and FBL Marketing Services since 2006. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and provides financial planning through written deliverables and educational seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)