Direct booking
Book time directly with this advisor, no back-and-forth required
4 advisors near 50675
Out of 400,000+ nationwide
Scott W
Series 66
La Porte City, IA
Principal Financial Services
Scott Wandschneider is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1996. Outside of his advisory role, he is a part owner of farmland, although there is no trading activity related to this during market hours. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Russell N
CFP®, Series 63, Series 65
Traer, IA
Cwm, Llc
Russell Nieland is a CFP® with 28 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Cetera, Galt Wealth Partners, Carson Wealth, and Private Advisor Group. Outside of advisory work, he serves as president of TN Weber Nieland, LLC, a financial services business, and holds leadership positions in various family and community organizations, including HOA board membership. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology platforms to implement discretionary portfolio management.
Kathleen K
Series 63, Series 65
Dysart, IA
OSAIC
Kathleen Kennicott is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc and SII Investments, Inc. Outside of her advisory role, she owns Kennicott Financial, a business through which she employs a personal assistant. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs a technology-driven investment process with access to multiple custodial platforms and third-party managers.
Kyle R
Series 66
Reinbeck, IA
Ameriprise
Kyle Rasmussen is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LSB Capital Management, LPL Financial, Lincoln Savings Bank, and Ameriprise Financial Services. He serves on several nonprofit boards, including as president of the Grundy County Memorial Hospital Foundation and vice president of Little Rebels Learning Center. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
4 advisors near 50675
Out of 400,000+ nationwide