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1,482 advisors near
50211
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Out of 400,000+ nationwide
Angel L
Series 65, Series 63
Des Moines, IA
Principal Advised Services
Angel Love is a financial advisor at Principal Advised Services with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Principal Securities and Principal Life Insurance Company since 2017. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party tools, serving clients through operational connections within the Principal Financial Group family.
Justin D
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Justin Drake is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with two years of industry experience. His work history includes roles at FBL Financial Services, FBL Marketing Services, FBL Financial Group, and HomeServices Lending. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial plans, retirement-plan services, and educational seminars, emphasizing individualized advice and utilizing a combination of strategic asset allocation and third-party discretionary managers for trade execution.
Chad T
CFP®, Series 63, Series 65
West Des Moines, IA
Nicolet Wealth Management
Chad Terry is a CFP® professional with 27 years of industry experience, currently affiliated with Nicolet Wealth Management in West Des Moines, IA. His prior roles include positions at Legacy Financial Group, Brokers International Financial Services, AMERIPRISE FINANCIAL SERVICES, and Blackrock Investments. Terry serves on the board of Revelton Distilling Company and Junior Achievement of Central Iowa. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm performs investment research and manager selection through an internal team and oversees plan implementation with discretionary fiduciary authority.
Andrew E
Series 65
Urbandale, IA
Independent Wealth Network, Inc.
Andrew Endelman is a financial advisor with Independent Wealth Network, Inc., holding a Series 65 credential and over 10 years of industry experience. He previously worked at Investment Advisors Corp from 2013 to 2017 before joining Independent Wealth Network, where he has been since 2017. Outside of his advisory role, he serves as a board member of the Villas of Ashworth Glen Homeowners Association and owns a golf simulator business and commercial real estate holdings. Independent Wealth Network advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm’s 30 investment adviser representatives oversee approximately $518 million in client assets and implement portfolio strategies using a combination of third-party managers, models, and discretionary authority.
Ryan S
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Ryan Steffen is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Wells Fargo Advisors for five years and operated a sole proprietorship before joining Principal. Outside of his advisory role, Steffen was owner and operator of an e-commerce business selling items through Amazon. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates proprietary and third-party models and benefits from its membership in the Principal Financial Group family, which supports access to affiliated products and operational resources.
Bryan H
Series 66
Des Moines, IA
Principal Advised Services
Bryan Hermosillo is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and previously worked at Bell Brothers Heating and Air Conditioning, Inc., Bank of America, and Wells Fargo Bank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party tools and proprietary models and operates as part of the Principal Financial Group, allowing access to affiliated products and services.
Nicholas S
CFP®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Nicholas Smith is a CFP® with 14 years of industry experience, currently serving as an Investment Adviser Representative at FBL Wealth Management, LLC in West Des Moines, IA. He has been involved with FBL Marketing Services, LLC and Farm Bureau since 2011. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers investment management through third-party portfolio managers and provides written financial planning and educational resources within a non-discretionary advisory framework.
Jeremy V
Series 66, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Jeremy Vanderzyl is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, with three years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience with FBL Marketing Services and FBL Financial Group. Outside of advisory, he provides technical agricultural consulting on specialty crop production through Diamond Block Services and works as an insurance agent affiliated with Farm Bureau Financial Services. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm delivers investment management via wrap-fee programs, financial planning, and non-fiduciary retirement services, emphasizing individualized advice and utilizing third-party discretionary managers for trading execution.
Matthew M
CFP®, Series 66
West Des Moines, IA
Foster Group, INC.
Matthew Moklestad is a CFP® professional with 15 years of industry experience, currently serving at Foster Group, INC. since 2016, with prior work at Principal Funds Distributor, Inc. from 2013 to 2016. He holds a Series 66 license and is based in West Des Moines, IA. Foster Group, INC. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, independent managers, and ongoing fiduciary oversight within a multi-team structure.
Jeffrey B
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Jeffrey Bradley is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with FBL Financial Group since 2022 and was previously associated with Farm Bureau Financial Services. Outside of his advisory role, he owns a real estate sales business through a closely held LLC. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management via wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice without discretionary authority, using third-party sub-advisers for trade execution, and leverages its affiliation with FBL Financial Group and the Farm Bureau distribution network.
Anna L
Series 65, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Anna Lawless is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked as an agent with Farm Bureau Financial Services for ten years and has been affiliated with FBL Financial Group and FBL Marketing Services for seven and eight years, respectively. Outside of her advisory role, she volunteers assisting with bookkeeping for Clear Choice Auto Glass, a business operated by her spouse. FBL Wealth Management serves a broad range of clients including individuals, high-net-worth families, retirement plans, trusts, nonprofits, and corporations. The firm provides personalized investment management and financial planning through wrap-fee programs and program arrangements, emphasizing non-discretionary advisory relationships with discretionary execution handled by third-party managers.
Kebbi H
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Kebbi Hutto is a financial advisor at FBL Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including New York Life Insurance Company and NYLIFE Securities LLC. His current role at FBL Financial Group began in 2024. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial plans, and educational seminars, emphasizing individualized advice and non-discretionary client relationships supported by third-party discretionary managers.
Adam H
Series 63, Series 65
Des Moines, IA
Principal Advised Services
Adam Hatch is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles within the Principal Financial Group, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. In addition to his advisory work, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group and integrates services from affiliated entities to provide a range of investment management and advisory solutions.
Jason S
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jason Salz is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 license and 13 years of industry experience. He has worked with FBL Financial Group since 2026 and previously spent 10 years with Farm Bureau. Salz is also involved with FBL Marketing Serv LLC, where he has been engaged since 2012. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and relying on third-party discretionary managers for trading execution.
Jeanine P
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Jeanine Pendergrass is an investment adviser representative at FBL Wealth Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at FBL Marketing Services since 2015 and McClure Insurance LLC since 2012. Pendergrass is also an insurance agent affiliated with Farm Bureau Life and related companies. FBL Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, focusing on investment management through wrap-fee programs and written financial planning. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary advisory model.
Caleb L
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Caleb Laurence is a Series 66-registered advisor at FBL Wealth Management, LLC with experience beginning in 2018 across various roles including positions at Kandiyohi County and Bemidji State University. He has been with FBL Financial Group since 2023. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily employs a non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers while providing written financial planning and educational resources.
Stephen G
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Stephen Goucher is a financial advisor at FBL Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Farm Bureau Financial Services since 1999. Goucher also serves as an officer and director of two nonprofit community organizations. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and educational seminars. The firm primarily employs third-party portfolio managers for discretionary trading and emphasizes a non-discretionary advisory model.
Andrew R
CFP®
West Des Moines, IA
Foster Group, INC.
Andrew Rushenberg is a CFP® professional with five years of experience in financial advising, all with Foster Group, Inc. in West Des Moines, IA. Prior to his advisory role, he worked at Iowa State University. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and offers tiered service programs alongside institutional portfolio management and consulting.
Kadin W
CFP®, ChFC®, Series 66
West Des Moines, IA
Foster Group, INC.
Kadin White is a financial advisor at Foster Group, Inc. with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to rejoining Foster Group, he worked at Directed Services, LLC and Voya, and he is also involved with Vivid Boutique, a clothing boutique where he assists with back office duties. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory and offers a range of tiered service programs alongside institutional portfolio management and consulting.
Brendan R
Series 66
West Des Moines, IA
Principal Advised Services
Brendan Rader is a financial advisor at Principal Advised Services in West Des Moines, IA, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Principal Bank, Principal Securities, Inc., and Principal Life Insurance Company, all affiliated with the Principal Financial Group. Outside of his financial career, he was involved with the Metro Youth Football Association in 2017. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. As part of the Principal Financial Group family, the firm integrates with affiliated entities to provide access to proprietary products and applies governance and supervision measures to manage conflicts of interest.
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1,482 advisors near
50211
within the area shown on the map
Out of 400,000+ nationwide