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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

6 advisors near 51248

Out of 400,000+ nationwide

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Sheila P

CFP®, Series 66

Sheldon, IA

Edward Jones

Sheila Peelen is a CFP® and Series 66-registered financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns and manages agricultural-related businesses, including 5th Gen Ag LLC and 5th Gen Farms LLC, and is involved in corn and soybean farming. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Daniel D

Series 66

Sheldon, IA

Edward Jones

Daniel Drescher is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked briefly at Tulip Town Bulb Company and Medtec DBA Civco Radiotherapy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ethan V

Series 66

Sheldon, IA

Cetera

Ethan Van Holland is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. His work history includes roles at Avantax Advisory Services and multiple accounting and insurance businesses, including ownership of Van Holland Accounting LLC. He is also involved in health, dental, and vision insurance sales through PIPAC Health & Life Insurance Brokerage and provides tax and accounting support through his accounting firms. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering portfolio management, financial planning, and fiduciary services. The firm combines retirement and fiduciary capabilities with a broad advisory platform and employs a range of advisor-managed accounts, model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Trevor G

CFP®, ChFC®, Series 66

Sheldon, IA

Edward Jones

Trevor Gottula is a CFP® and ChFC® credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at Wells Enterprises, Inc. Outside of his advisory role, he owns a rental property in Sheldon, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jay T

Series 66

Sheldon, IA

Ameriprise

Jay Theis is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a Compensation Board Representative for O’Brien County, Iowa. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brandon B

Series 66

Sanborn, IA

Cetera

Brandon Braaksma is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Cetera and its affiliated entities since 2015 and is also associated with Iowa State Bank. Outside of his advisory role, Braaksma is involved in farming through the Braaksma Family Farm and serves as a board member for the Children's World Foundation and the Community Foundation of Sheldon, Iowa. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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