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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

9 advisors near 52632

Out of 400,000+ nationwide

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Daniel K

Series 63, Series 65

Keokuk, IA

Moors & Cabot, Inc.

Daniel Krueger is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham & Co. since 2014 and operates Krueger Brokerage Inc. since 1992. Outside of his advisory work, he serves on the Finance Committee of the First Christian Church in Keokuk, Iowa. Moors & Cabot provides investment advisory and related services to a broad client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Robert K

Series 63, Series 65

Keokuk, IA

Moors & Cabot, Inc.

Robert Kelly is a financial advisor at Moors & Cabot, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Moors & Cabot since 2021, following seven years at B.B. Graham & Co. He serves as a board member of the Keokuk City Council, participating in weekly discussions on community concerns without compensation. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Nicholas P

Series 66

Keokuk, IA

Moors & Cabot, Inc.

Nicholas Profeta is a financial advisor at Moors & Cabot, Inc. with a Series 66 designation. He has held roles at Moors & Cabot since 2024 and previously worked at KIST Advisory Group, Southwestern Community College, Darkside, and Keokuk School. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Wealth management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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John D

Series 63, Series 65

Keokuk, IA

Cambridge Investment Research Advisors

John Dunlap is a financial advisor with Cambridge Investment Research Advisors in Keokuk, Iowa, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Pruco Securities, LLC and Questar Asset Management. Outside of his advisory work, Dunlap serves as a board member of the Knights of Columbus and operates an enrolled agent tax preparation and bookkeeping service through Taxes Plus. 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, retirement plan advisory, and access to third-party sub-advisers, employing a variety of account platforms and investment approaches.

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

Series 66

Keokuk, IA

Ameriprise

Adrian Schmidt is a financial advisor with Ameriprise in Keokuk, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at DoorDash and Red Robin Gourmet Burgers and Brews. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written Recommendation Reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory F

Series 63, Series 66

Keokuk, IA

Edward Jones

Gregory Fleming is a financial advisor with Edward Jones in Keokuk, Iowa, holding Series 63 and Series 66 licenses. He has 25 years of industry experience, all of which has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options through a large 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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Kyle K

CFP®, Series 66

Keokuk, IA

Edward Jones

Kyle Keck is a CFP® with eight years of industry experience and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked in various roles including positions at Winger Mechanical and Missouri Baptist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David F

CFP®, Series 63

Carthage, IL

Raymond James Financial

David Fox is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Raymond James Financial. He has held positions at Marine Bank & Trust Company since 2007, where he serves as Senior Vice President, and was previously with Mercantile Bank in Quincy, IL. Fox also participates in the finance and investment committee of the Community Foundation of the Quincy Area. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored solutions through extensive research, asset-allocation analysis, and a broad range of implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Dustin O

Series 66

Keokuk, IA

Edward Jones

Dustin Overberg is a financial advisor with Edward Jones in Keokuk, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent 16 years with Shottenkirk Automotive Group. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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