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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

9 advisors near 52349

Out of 400,000+ nationwide

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Anthony T

Series 63, Series 65

Atkins, IA

Wealthcare Advisory Partners LLC

Anthony Tomash is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held roles at multiple firms, including Summit Brokerage Services and Vsr Advisory Services, and operates several businesses related to insurance and tax preparation. Outside of advisory work, he owns Tomash Tax Preparation LLC, which provides individual and small business tax services. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary software and quantitative measures to construct long-term oriented portfolios that may include a range of investment vehicles and access to alternative investments.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David K

ChFC®, Series 63

Atkins, IA

Eagle Strategies (NY Life)

David Kaestner is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® designation and Series 63 license. He has 25 years of industry experience and has worked at Eagle Strategies since 2007. Outside of his advisory role, he volunteers as a football and baseball coach. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Scott W

Series 66

La Porte City, IA

Principal Financial Services

Scott Wandschneider is a financial advisor with Principal Financial Services, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1996. Outside of his advisory role, he is a part owner of farmland, although there is no trading activity related to this during market hours. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Dean S

Series 63, Series 66

Vinton, IA

Edward Jones

Dean Studer is a financial advisor with Edward Jones in Vinton, Iowa, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Edward Jones since 1991. Outside of advising, he is involved in farming and owns property in Vinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Todd R

CFP®, Series 63

Van Horne, IA

Cambridge Investment Research Advisors

Todd Rausch is a CFP® professional with 20 years of experience in financial advising. He is currently with Cambridge Investment Research Advisors and has prior experience at Voya Financial Advisors and his own firm, Rausch Financial Services. He serves on the Planned Giving Committee at Kirkwood Community College. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Nile S

Series 66

Vinton, IA

Edward Jones

Nile Studer is a financial advisor with Edward Jones in Vinton, IA, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, Nile was involved in various roles including part ownership and business planning in an apparel company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies through a nationwide network of advisors and branch offices.

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

Series 63, Series 65

Vinton, IA

Cambridge Investment Research Advisors

Jeffrey Peterson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously worked at Farmers Savings Bank from 2006 to 2018. Peterson is also the owner of Stoney Arch Financial, an independent advisory firm. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Patrick G

Series 63, Series 65

Van Horne, IA

LPL Financial

Patrick Gorkow Sr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Securities America Advisors and Securities America Inc. Outside of his advisory work, he serves as the Mayor of Van Horne, Iowa, and is involved in tax preparation and accounting. 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 solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Rebecca K

Series 66

Vinton, IA

Edward Jones

Rebecca Kruckenberg is a financial advisor at Edward Jones with 21 years at the firm and 12 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is an independent consultant and district manager for a skincare and wellness company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national 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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