Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Kyle Y

Series 65, Series 63

Urbandale, IA

Mass Mutual Investors Services

Kyle Younker is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 credentials. He has worked in the industry since 2021, including roles at Park Ave Securities LLC and Financial Architects. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars using firm-approved software and a collaborative planning process.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Jay D

Series 63, Series 65

Urbandale, IA

Mass Mutual Investors Services

Jay Devries is a financial advisor at Mass Mutual Investors Services with 23 years of experience in the industry. He holds Series 63 and Series 65 credentials and previously worked for Guardian Life Insurance Company for 21 years. In addition to his advisory role, Devries is active as an insurance broker specializing in life, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also conducts educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Jennifer B

Series 65, Series 63

Urbandale, IA

Mass Mutual Investors Services

Jennifer Boldt is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 63 licenses and has 17 years of industry experience. She previously worked at Guardian Life Insurance Company of America for 15 years before joining Mass Mutual in 2024. Outside of her advisory work, she serves as secretary on the advisory board of a construction software company and is licensed as an insurance broker focusing on life and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs, including a recent standalone Divorce Planning service, and uses firm-approved software tools to deliver written recommendations tailored to clients' goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Jaylen D

Series 66

Urbandale, IA

Mass Mutual Investors Services

Jaylen De Vries is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual, he worked at AEI Capital Corporation and served in various roles including teaching positions at Southern Illinois University and Concordia St. Paul University. In addition to his advisory role, he is an insurance agent with the First Gabrielson Agency. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using advanced analytics and a range of investment programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
Warmer team member

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")