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Joan C

Series 63, Series 65, Series 66

West Des Moines, IA

Wells Fargo Advisors

Joan Carr is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds the Series 63, 65, and 66 designations and has worked in various roles within Wells Fargo since 2002. Outside of her advisory work, she has a partial ownership interest in farmland rental. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing tailored investment and financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools and integrates advisory services with banking and other financial products.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew H

CFA®, Series 63, Series 66

West Des Moines, IA

Wells Fargo Advisors

Matthew Hall is a CFA® charterholder and holds Series 63 and Series 66 licenses. He has nine years of industry experience, having worked at Wells Fargo in various capacities since 2016 and joining Wells Fargo Advisors in 2023. He is based in West Des Moines, Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Andrew S

Series 63, Series 65

West Des Moines, IA

Wells Fargo Advisors

Andrew Schreurs is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several Wells Fargo entities since 2006, including Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of his advisory work, he serves as a conservator for his daughter. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tailored recommendations supported by Wells Fargo research and tools, with optional implementation through various brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Theodore N

Series 63, Series 66

West Des Moines, IA

Wells Fargo Advisors

Theodore Nahas is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked for seven years at BerganKDV Wealth Management, LLC before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to client needs, using proprietary research and planning tools, with an emphasis on discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher K

Series 63, Series 65

West Des Moines, IA

Wells Fargo Advisors

Christopher Kramer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, LLC, Midwest Financial Solutions, LLC, Rk Wealth Management, LLC, and Ameritas Investment Company, LLC. Outside of his advisory work, Kramer owns a business under the brand "Life Is Short Eternity Is Forever," which sells T-shirts and books. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth transfer, as well as specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with various financial product offerings through an extensive network of advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher P

CFP®, Series 66

West Des Moines, IA

Wells Fargo Advisors

Christopher Pedersen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in West Des Moines, IA. He has worked within Wells Fargo entities since 2016 and owns Pedersen Wealth Management, an independent financial planning practice based in Waukee, IA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a wide range of investment and financial planning services to individuals, trusts, and institutional clients meeting certain net-worth criteria. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, with planning services that address diverse needs such as retirement, risk management, and business-owner transition planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brooks K

Series 66

West Des Moines, IA

Wells Fargo Advisors

Brooks Kehoe is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP for six years and PwC for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research, planning tools, and simulation models to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Trenton H

Series 66

West Des Moines, IA

Wells Fargo Advisors

Trenton Hilbrands is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in West Des Moines, IA, with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Adel DeSoto Minburn Community Schools and has a background that includes roles at Northwestern College and LeMars YMCA. Outside of his advisory work, he serves as an assistant basketball coach at Adel DeSoto Minburn Community Schools. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options through a large network of advisors. The firm integrates research, planning tools, and multiple financial product channels to develop tailored recommendations for clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Lisa N

Series 63, Series 65

West Des Moines, IA

Wells Fargo Advisors

Lisa Nelson is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Investments, Commerce Wealth Advisers, and Dewaay Capital Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using Wells Fargo research and planning tools to develop tailored recommendations across a variety of client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Eric R

ChFC®, Series 63, Series 65

West Des Moines, IA

Wells Fargo Advisors

Eric Raasch is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, Midwest Financial Solutions, RK Wealth Management, and Ameritas Investment Company. Raasch serves as a director for Norwich Housing Corporation, a nonprofit lender that provides housing loans to fraternity-affiliated alumni organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides comprehensive planning solutions using proprietary research and tools, with services tailored to clients meeting specific net-worth criteria.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew F

CFP®, Series 63, Series 65

West Des Moines, IA

Wells Fargo Advisors

Matthew Fryar is a CFP® professional with 29 years of industry experience, currently serving at Wells Fargo Advisors in West Des Moines, IA since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC, accumulating over 17 years within Wells Fargo-affiliated firms. Fryar owns and operates Fryar Private Wealth Corp and holds a majority stake in Fryar Private Wealth Holdings, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu for clients meeting net-worth thresholds, incorporating services such as retirement, education, business-owner transition, and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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