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6 advisors near 51601
Out of 400,000+ nationwide
Christopher J
Series 63, Series 65
Sidney, IA
Commonwealth Financial Network
Christopher Johnson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Commonwealth since 2017 and previously spent over two decades with Waddell & Reed, Inc. Johnson is co-owner of Kats Consulting, Inc., a business providing tax preparation and accounting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, compliance, and investment management services, while providing access to discretionary model portfolios and customizable program structures.
Travis H
Series 63, Series 65
Sidney, IA
Primerica Advisors
Travis Hensley is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Primerica Financial Services since 2000 and is also associated with PFS Investments Inc. and Wedekind and Associates, Inc. Outside of his advisory work, Hensley is the owner and DJ of a music business since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of investment models.
Dustin C
CFP®, Series 66
Shenandoah, IA
Edward Jones
Dustin Christiansen is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.
Brett B
Series 63, Series 65
Sidney, IA
Primerica Advisors
Brett Bengford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2015. Outside of his advisory role, Bengford is involved in entrepreneurial ventures, including ownership of W.I.T.A. and a partnership in Farmhand Brewing Co. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions. The firm curates third-party asset managers and oversees portfolio management with a focus on tiered percentage-based fees and ongoing due diligence.
Ronald P
Series 63, Series 65
Sidney, IA
Primerica Advisors
Ronald Payne is a financial advisor with Primerica Advisors in Sidney, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he works part-time as a driver and grief counselor at Cutler O'Neil Funeral Home. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional pension or profit-sharing plan management.
Rebecca F
Series 63, Series 65
Sidney, IA
Primerica Advisors
Rebecca Fegan is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of her advisory role, she has been involved with the Fine Arts Academy since 1988. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee models.
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6 advisors near 51601
Out of 400,000+ nationwide