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3 advisors near 50846
Out of 400,000+ nationwide
Brian E
Series 66
Greenfield, IA
Packerland Brokerage Services, Inc.
Brian Eisbach is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Packerland in 2023, he worked at Brokers International Financial Services and Broker Dealer Financial Services Corp. Eisbach is involved in his community as a committee member of the Empowering Adair County Foundation, a high school athletics coach, and a board member of the Greenfield Community Development Corporation. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.
John D
Series 66
Fontanelle, IA
LPL Financial
John Delaney is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera and Voya Financial Advisors, and he operates JD Financial Services & Investment Management, LLC. Outside of advisory work, he is also an independent insurance agent specializing in non-variable insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.
James S
Series 63, Series 65
Greenfield, IA
OSAIC
James Shindelar is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 28 years. Outside of advising, he owns a general insurance business, operates a farming sole proprietorship, and works as a tax preparer. OSAIC is a large investment adviser and broker-dealer serving individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and access to multiple custodial platforms.
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3 advisors near 50846
Out of 400,000+ nationwide