Direct booking
Book time directly with this advisor, no back-and-forth required
Find a financial advisor
Out of 400,000+ nationwide
Fred S
Series 63, Series 66
Ida Grove, IA
Harbour Investments, Inc.
Fred Sweers is a financial advisor at Harbour Investments, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including Bradford Insurance, United Planners' Financial Services, and FSB Financial Services. He is also the owner of Settlers Financial Services. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.
Colton S
Series 65
Ida Grove, IA
Integrity Alliance, LLC
Colton Skirvin is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and two years of industry experience. He has worked at Integrity Alliance since 2023 and previously spent time with Gladstone Wealth Partners and in the Iowa Air National Guard. Skirvin is also involved with Heartland Retirement Group, where he serves as National Director of Training and conducts training classes. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.
Douglas S
Series 63, Series 66
Ida Grove, IA
Edward Jones
Douglas Schmidt is a financial advisor with Edward Jones in Ida Grove, IA, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Schmidt has served as past president of his local Kiwanis club, chaired the finance committee at Denison First United Methodist Church, and serves on the board of Maple River Ducks Unlimited. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.
Kelsie N
Series 66
Ida Grove, IA
Edward Jones
Kelsie Nettles is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education at the OABCIG School District for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
Find a financial advisor
Out of 400,000+ nationwide