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26 advisors near 51247
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Ben G
CFP®, Series 65
Sioux Center, IA
Water Valley Investment Advisors, Inc.
Ben Gesink is a CFP® with three years of industry experience, currently serving as a financial advisor at Water Valley Investment Advisors, Inc. He has worked at Financial Engines Advisors L.L.C., Iowa State Bank, Dordt University, and Western Christian High School. Water Valley Investment Advisors, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment policies and long-term fundamental analysis. The firm manages discretionary portfolios primarily composed of mutual funds, equities, fixed income, and ETFs, with regular reporting and no account minimums.
Kevin G
CFA®
Sioux Center, IA
Water Valley Investment Advisors, Inc.
Kevin Gesink is a CFA® charterholder with 25 years of industry experience. He has been with Water Valley Investment Advisors, Inc. since 2000. The firm provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, emphasizing fundamental analysis and long-term trading with portfolios primarily composed of mutual funds, equities, fixed income, and ETFs. Water Valley Investment Advisors prepares tailored Investment Policy Statements for each client and offers discretionary management without using third-party advisers or wrap programs.
Andrew B
Series 66
Sioux Center, IA
Money Concepts Capital Corp
Andrew Borger is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and one year of industry experience. He previously worked at The Planning Firm, American State Bank, and Diamond Vogel. Outside of his advisory role, Borger serves on the advisory council for the Family Crisis Center, is a board member of Ridge Golf Club, and acts as treasurer and deacon at Bethel Christian Reformed Church. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.
Nicolaas D
Series 63, Series 65, Series 66
Sioux Center, IA
Kestra Advisory
Nicolaas Doelman is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at LPL Financial for 10 years before joining Kestra in 2019. Outside of advisory roles, he manages a farming sharecropping arrangement on a residential property he owns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and offers multiple management platforms and third-party solutions within a supervisory framework.
Thomas D
Series 66
Sioux Center, IA
Money Concepts Capital Corp
Thomas De Jong is a Series 66-credentialed financial advisor with Money Concepts Capital Corp, based in Sioux Center, IA, and has 17 years of industry experience. He has been with Money Concepts Capital Corp since 2009 and also owns The Planning Firm, LLC, where he serves as business manager. Outside of his advisory work, he chairs the Stewardship/Foundation Committee at Bethel Christian Reformed Church and is involved in teaching and consulting activities. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, MCAS employs a range of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to manage client assets.
Zachary E
Series 66
Sioux Center, IA
OSAIC Institutions, INC.
Zachary Elbers is a financial advisor at OSAIC Institutions, INC. with a Series 66 designation and three years of industry experience. His prior work includes roles at Infinex Investments, Peoples Bank, Rock Industries, and several other firms. He also has experience in education, having worked at Rock Valley Christian School and Western Christian High School for 14 years. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements and access to alternative investments. The firm’s services are delivered primarily through a network of investment adviser representatives using a combination of fundamental and technical analysis, with a notable emphasis on non-discretionary assets.
Todd V
Series 63, Series 65
Sioux Center, IA
Cetera
Todd Van Bruggen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, Mariner Wealth Advisors, and 1st Global Advisors. He is also secretary of Siebrecht & Co., P.C. dba Pottebaum & Van Bruggen, P.C., which provides tax, bookkeeping, payroll, and financial planning services. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a large advisory platform.
John D
CFP®, Series 63
Sioux Center, IA
Cetera
John Dykstra is a CFP® professional with 20 years of industry experience, currently serving at Cetera since 2014. He has a background that includes roles at American State Bank, where he is involved in trust department support. Dykstra also serves as co-trustee for a family revocable living trust and participates in finance committees for Trinity Reformed Church in Orange City, Iowa. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad trust and institutional platform.
David A
Series 66
Sioux Center, IA
Cetera
David Addink is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cetera Investment Services LLC and American State Bank, where he supports the trust department with reporting and account paperwork but does not engage in investment decisions. He has also been involved with community organizations such as Rock Hill Community Church and Christ Community Church. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with access to multiple investment programs and custodial arrangements.
Nick B
Series 63, Series 65
Sioux Center, IA
Thrivent Investment Management
Nick Brundell is a financial advisor with Thrivent Investment Management in Sioux Center, IA, holding Series 63 and 65 licenses and bringing nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016 and previously spent seven years at Auto Trimmers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without portfolio management for institutional clients.
Aaron H
Series 66
Sioux Center, IA
Equitable Advisors
Aaron Haverdink is a financial advisor with Equitable Advisors in Sioux Center, IA, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2019 and also owns Zeutenhorst Financial Inc. Outside of his advisory work, Haverdink serves as a sound engineer for First Reformed Church and is involved with the Northwestern College Music Patron Board and the Pride of the Dutchmen Marching Band Parent Board Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that utilizes multiple asset managers and offers both advisory and brokerage channels to implement client recommendations.
Scott L
ChFC®, Series 63, Series 66
Sioux Center, IA
Thrivent Investment Management
Scott Lyftogt is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory work, Lyftogt serves on the boards of Mission Central, which supports Lutheran missionaries, and Destiny Youth Ranch, a youth horse ranch focused on Christian outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas. The firm’s approach combines holistic, goal-based analyses with client engagement through financial advisors, while keeping planning services separate from managed-account offerings.
Matthew L
Series 66
Sioux Center, IA
Equitable Advisors
Matthew Lammers is a financial advisor with Equitable Advisors in Sioux Center, IA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and also operates Zeutenhorst Financial. Outside of his advisory work, he serves as Council Financial Secretary or Treasurer for Peace Lutheran Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.
Luke R
Series 66
Sioux Center, IA
Edward Jones
Luke Rankin is a financial advisor at Edward Jones in Sioux Center, IA, holding a Series 66 designation. He has experience with multiple financial institutions and served at Dordt University from 2021 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of advisors and branch offices.
Ashley V
Series 63, Series 65
Sioux Center, IA
Cetera
Ashley Van Roekel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Cetera and its affiliates since 2020 and holds an administrative role at American State Bank’s Trust Department. Outside of finance, she has experience in event management and fitness-related activities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and trust capabilities with a broad advisory platform.
Eric R
Series 63, Series 66
Sioux Center, IA
Edward Jones
Eric Rankin is a financial advisor at Edward Jones in Sioux Center, IA, with 23 years of industry experience. He has been with Edward Jones since 2003 and holds the Series 63 and Series 66 credentials. Outside of his advisory role, Rankin is involved as a high school swim referee for the Iowa High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.
Jesse V
CFP®, Series 66
Sioux Center, IA
Edward Jones
Jesse Veenstra is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Edward Jones. He is also an assistant professor of finance at Dordt University and works as a triathlon and cycling coach through Peak Athletic Collective. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of over 23,000 advisors.
Isaiah D
Series 66
Sioux Center, IA
Cetera
Isaiah De Regt is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. His background includes roles at American State Bank and Dordt University, as well as earlier positions in education and commercial services. He performs administrative tasks at American State Bank in addition to his advisory duties. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and model portfolios.
Madison M
Series 66
Rock Valley, IA
Edward Jones
Madison Meyer is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Meyer worked in various roles including positions at Scooters Coffee, Langers Bar and Grill, and the City of Sheldon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Alexander A
Series 66
Rock Valley, IA
Edward Jones
Alexander Arkema is a financial advisor with Edward Jones in Rock Valley, Iowa, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones for ten years. Outside of his advisory role, he is a silent partner in Catalina Farms LLP, a farming business in Boyden, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Paul H
CFP®, Series 63
Sioux Center, IA
LPL Financial
Paul Hoogendoorn is a financial advisor with LPL Financial in Sioux Center, IA, holding CFP® and Series 63 credentials and bringing 18 years of industry experience. He has been with LPL Financial since 2015. 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 financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.
Brandon J
Series 66
Rock Valley, IA
Edward Jones
Brandon Jensen is a financial advisor at Edward Jones with one year of industry experience. His prior roles include positions at Wilbur Ellis, Advanced Agrilytics, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Gretchen Z
Series 63, Series 65
Sioux Center, IA
Equitable Advisors
Gretchen Zomermaand is a financial advisor with Equitable Advisors in Sioux Center, IA, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Equitable Advisors since 2007, following her tenure at AXA Advisors, LLC. Outside of her advisory role, she is involved with the Sioux Center Community Hospital and Health Center Foundation and serves as a mission team member at New Life Reformed Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.
Justin F
Series 66
Rock Valley, IA
Equitable Advisors
Justin Faber is a financial advisor with Equitable Advisors in Rock Valley, IA, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and held roles at Northwestern College and other local businesses. He is also the owner and president of Bridge Financial LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Darren R
CFP®, Series 63
Sioux Center, IA
Cetera
Darren Raih is a CFP® professional with 13 years of industry experience, currently serving at Cetera since 2014. He holds Series 63 and is based in Sioux Center, IA. Outside of his advisory role, he is involved in community service as a Kiwanis member, serves on the board of Sioux Center Christian School assisting with foundation growth and investment policy development, and participates on boards focused on low-income housing and capital management. Cetera Investment Advisors serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by both advisor-managed and firm-sponsored investment solutions.
Colin C
Series 66
Sioux Center, IA
Mass Mutual Investors Services
Colin Chesser is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has worked at Mass Mutual Investors Services since 2022 and previously held roles at The O.N. Equity Sales Company, Securitas, and Target Corporation. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations through ongoing annual collaborative financial planning relationships.
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26 advisors near 51247
Out of 400,000+ nationwide