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6 advisors near 51248
Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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6 advisors near 51248
Out of 400,000+ nationwide