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Andrew R

CFP®

Urbandale, IA

Foster Group, INC.

Andrew Rushenberg is a CFP® professional with five years of experience at Foster Group, Inc. in Urbandale, IA. His work history is exclusively with Foster Group, where he has been employed continuously since 2015. Foster Group serves both individual and institutional clients, providing investment management, financial planning, and qualified plan consulting through distinct service tracks tailored to different client needs. The firm employs a long-term, asset-allocation investment approach focused on low-cost mutual funds and ETFs, supplemented by technology platforms and third-party services.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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Kadin W

CFP®, ChFC®, Series 66

Urbandale, IA

Foster Group, INC.

Kadin White is a CFP®, ChFC®, and Series 66-licensed financial advisor with 19 years of industry experience. He has worked primarily with Foster Group, Inc. since 2018 and was previously with Principal Financial Group and Voya. Outside of his advisory role, he is involved with Vivid Boutique, a clothing boutique, where he assists with back office duties. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses a long-term, asset allocation approach based on Modern Portfolio Theory and combines traditional portfolio management with technology and third-party platforms to support complex family planning and institutional needs.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Beau J

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Beau Jorgensen is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked with Equitrust Marketing LLC and Farm Bureau since 2005. Outside of advisory work, he is engaged full-time in insurance sales through the Jorgensen Agency, Inc. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management primarily through third-party portfolio managers and written financial planning. The firm’s model emphasizes a primarily non-discretionary structure and offers educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Brian M

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Brian Mc Keighen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior roles include positions at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of advisory work, he is involved in farming through ownership of Belenus Farms LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach by utilizing third-party portfolio managers and provides written financial planning along with educational resources.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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James L

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

James Laursen is a CFP® with four years of industry experience, currently advising at Foster Group, Inc. in Urbandale, IA. Prior to joining Foster Group, he worked at Veridian Credit Union for 19 years. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach using primarily low-cost mutual funds and ETFs, and it supplements traditional management with technology and third-party platforms for enhanced portfolio monitoring and planning.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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Richard H

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Richard Hackwell is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with FBL Marketing Services since 1988 and Farm Bureau Financial Services since 1987. Outside of his advisory role, he serves as an official basketball referee. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and provides written financial planning along with educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Michael S

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Michael Sexton is a ChFC® credentialed financial advisor with 20 years of experience at FBL Wealth Management, LLC. He has worked within the Farm Bureau organization since 2006, combining roles in insurance and investment advisory services. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, non-discretionary advice delivered through program arrangements and third-party discretionary managers, leveraging its affiliation with FBL Financial Group and the Farm Bureau distribution network.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Nathaniel R

Series 63, Series 65

Urbandale, IA

Creativeone Wealth, LLC

Nathaniel Reeder is a financial advisor with CreativeOne Wealth, LLC, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. His work history includes roles at CreativeOne Wealth (formerly CHANGEPATH, LLC), Arktos Wealth & Retirement Services (formerly Fortress WM), Brokers International Financial Services, Broker Dealer Financial Services Corp., and First Heartland Consultants. He is also involved in insurance and annuity advisory services through Fortress Wealth Management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, employing a range of strategies including ETFs, mutual funds, options, and private investments.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Martin R

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Martin Rapp is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His career includes roles at Sterling Federal Bank, LPL Financial, and FBL Financial Group. He serves as a trustee and vice president for the Mount Carroll Fire Protection District. 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 planning, and educational seminars, emphasizing individualized advice and a predominantly non-discretionary advisory relationship model supported by third-party discretionary managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Tobias W

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Tobias Wilhelm is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at FBL Financial Group, FSC Securities Corporation, Select Quote, Allstate Insurance, and USAA Financial Planning Services. FBL Wealth Management serves a diverse clientele, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs and financial planning, emphasizing individualized advice while relying on third-party managers for discretionary trade execution.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Brian H

Series 63, Series 65

Urbandale, IA

Financial & Tax Architects, LLC

Brian Hoodjer is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 designations and one year of industry experience. He has worked at Financial & Tax Architects since 2024 and is also associated with Brighton Financial Group and Brighton Homes. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers retirement-plan consulting, educational seminars, and proprietary investment strategies that are reviewed and rebalanced monthly, serving mostly discretionary client relationships.

Retirement income strategy Social Security optimization Annuities Income planning General tax planning Retired
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Brian K

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Brian Klitzke is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at several firms, including Princor Financial Services and VOYA Financial Advisors, Inc., before joining Integrity Advisory Solutions and Integrity Alliance in 2025. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing both fundamental and technical analysis along with asset-allocation frameworks.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Sammi B

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Sammi Buzzard is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been affiliated with FBL Financial Group and related entities since 2015. Outside of her advisory role, she is involved in rodeo and horse showing competitions and owns a business focused on training and selling horses. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized, non-discretionary advice implemented via third-party discretionary managers and leveraging its affiliation with FBL Financial Group and the Farm Bureau distribution network.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Valerie K

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Valerie Krier is a financial advisor at FBL Wealth Management, LLC with nine years of industry experience. She holds the ChFC® and Series 63 designations and has worked with Farm Bureau Financial Services since 2016. Outside of her advisory role, she is an ambassador for Plexus, promoting health and wellness supplements. 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, leveraging third-party portfolio managers and RBC-sponsored wrap platforms to manage client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Steven G

Series 63, Series 65, Series 66

West Des Moines, IA

Creativeone Wealth, LLC

Steven Greig is a financial advisor at CreativeOne Wealth, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at IAMS Wealth Management, Gradient Advisors, and Brookstone Wealth Advisors. Outside of advisory work, he is the owner and agent of The Insurance Strategies, where he provides life, health, long-term care insurance, and annuities. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, options strategies, and select private investments.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Tyler C

CFP®, Series 63, Series 65

Urbandale, IA

Foster Group, INC.

Tyler Craig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has held multiple roles within Foster Group since 2021 and has prior experience with Principal Life Insurance Company and Cerner Corp. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using primarily low-cost mutual funds and ETFs, supported by technology platforms and tiered, advisor-led family planning for complex households.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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Jessi D

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jessi Doke is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. Prior to joining FBL Wealth Management, Doke worked at FBL Financial Group and FBL Marketing Services, and has nine years of experience with Farm Bureau Financial Services. FBL Wealth Management serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and non-discretionary client relationships supported by third-party discretionary managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Kevin W

Series 65

Urbandale, IA

Royal Fund Management, LLC

Kevin Wingert is a financial advisor at Royal Fund Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Royal Fund Management since 2016. Wingert is also involved in developing educational materials for higher education through his ownership of Fellowship of Fiduciary Education, LLC, and provides training on retirement planning concepts for independent insurance professionals at American Retirement Systems. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to implement strategies tailored to clients’ risk tolerances.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Nickelo S

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Nickelo Sleezer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been associated with FBL Financial Group since 2016 and FBL Marketing Services LLC since 2019. Outside of his advisory role, Sleezer has been involved with Sleezer Fertility Center, LLC since 1997. 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 planning, and retirement-plan services, emphasizing individualized advice and implementing strategies through non-discretionary client relationships supported by third-party discretionary managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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