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Joshua C

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Joshua Corbett is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Group, Mel Hambelton Ford, and USD 357 Belle Plaine High School. Outside of advisory services, he is active as a full-time insurance sales associate with Farm Bureau Life and Farm Bureau Property and Casualty. 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, relying on 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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Caleb B

CFP®, Series 63, Series 65

Urbandale, IA

Foster Group, INC.

Caleb Brown is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has been with Foster Group since 2014, including prior roles within the same firm. Foster Group, INC. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment strategy focused on diversified mutual funds and ETFs, offering tiered service levels from digitally-led CoreWealth solutions to tailored SelectWealth engagements.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Aaron F

Series 66

Clive, IA

Mutual Of Omaha Investor Services, Inc.

Aaron Farver is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Mutual of Omaha Investor Services, Inc. and also holds a role as an insurance agent specializing in life, health, and annuities. His prior experience includes positions at MWA Financial Services, Modern Woodmen of America, Duncan Aviation, and FedEx Ground. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed solutions and third-party money manager relationships. The firm offers various managed account programs and retirement plan consulting, operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Daniel H

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Daniel Hawthorne is a CFP® and Series 65 registered advisor with Foster Group, Inc. in Urbandale, IA, where he has worked since 2021. He has five years of industry experience, including four years of service in the United States Air Force. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 clients, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach, emphasizing diversified mutual funds, ETFs, and independent managers, while offering tiered service levels tailored to client complexity.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Paul S

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Paul Soderlund is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 14 years of industry experience. He has worked with Farm Bureau Financial Services since 2016 and FBL Marketing Services since 2015. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on individualized advice and uses a combination of strategic and tactical asset allocation, value-oriented selections, and both fundamental and technical analysis, often implementing client strategies through third-party discretionary managers.

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

Series 63, Series 65, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Mark Wolff is a financial advisor at FBL Wealth Management, LLC with 37 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Manning & Napier Advisors, LLC and Rainier Investment Management. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management through wrap-fee programs, written financial plans, and non-fiduciary retirement-plan services. The firm emphasizes individualized advice with a non-discretionary approach to client accounts, utilizing third-party sub-advisers or overlay managers for discretionary trading.

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

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Isabel Mc Millen is a CFP® and Series 65-licensed advisor with four years of industry experience. She has worked at Foster Group, Inc. since 2025 and previously spent three years at Iron Horse Wealth Management. Isabel’s background also includes roles in education and retail. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, institutional clients, and retirement plans. The firm employs a long-term, asset-allocation investment approach with diversified mutual fund and ETF exposure, offering tailored service tiers and leveraging digital platforms for portfolio management and estate planning.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Suzanne S

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Suzanne Stewart is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior roles include positions at Legacy Bridge Private Family Offices and Principal Financial Group. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing various investment approaches and third-party platforms to provide tailored client solutions.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jonathan E

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Jonathan Evans is a CFP® with 18 years of industry experience and has been with Foster Group, Inc. since 2012. He holds the Series 65 designation and is based in Urbandale, Iowa. Foster Group, Inc. serves individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm emphasizes a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds and ETFs, offering segmented service tiers and leveraging digital tools and third-party platforms for comprehensive financial planning and management.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Kellan J

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Kellan Jordan is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 11 years of industry experience. He has previously worked at Saybrus Equity Services, Inc., Farmers Financial Solutions, and Farmers Insurance. Jordan is also an owner and partner of Jordan Stores, LLC, an umbrella company for several non-investment-related businesses. 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 wrap-fee programs and written financial planning, relying on third-party portfolio managers and sub-advisers for discretionary trading.

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

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Chase De Filippo is an investment adviser representative at FBL Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 registrations and has professional experience with FBL Financial Group and Oklahoma Farm Bureau Mutual Insurance Companies. De Filippo is also actively involved in insurance sales through his work with Farm Bureau Life and its affiliates. 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 primarily through wrap-fee programs, written financial plans, and third-party discretionary managers while emphasizing individualized, non-discretionary advice tailored to clients’ objectives and risk tolerances.

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

Series 66

Ankeny, IA

Principal Advised Services

Nicholas Tremain is a financial advisor with Principal Advised Services holding a Series 66 designation and two years of industry experience. His prior experience includes positions at Principal Life Insurance Company, Principal Financial Services, the Federal Deposit Insurance Corporation, and service in the United States Air Force. He also holds roles within Principal as a retirement consultant and assistant vice president for advice, education, and sales. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models and third-party methodologies and operates within the Principal Financial Group family, offering access to affiliated products and services.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Aaron S

CFP®, Series 66

Johnston, IA

Compound Planning, Inc.

Aaron Schomer is a CFP® with 22 years of industry experience. He is currently an advisor at Compound Planning, Inc. and previously worked at RSM US Wealth Management LLC for 18 years and Choreo, LLC for three years. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a blend of long-term strategies and tactical tools, including direct indexing and tax-loss harvesting, and maintains integrated corporate relationships through strategic partnerships.

Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive Values-based investing
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Valerie S

CFP®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Valerie Seidel is a CFP® professional with 20 years of experience, currently serving as an advisor at FBL Wealth Management, LLC in West Des Moines, IA. She has been associated with FBL Financial Group since 2006 and has worked with FBL Marketing Services for over 14 years. Valerie also holds a role as an insurance agent affiliated with Farm Bureau Life and Mountain West Farm Bureau Mutual Insurance, reflecting involvement in insurance-related activities. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers personalized financial planning and investment management through non-discretionary advisory relationships, emphasizing tailored strategies and employing third-party managers to execute discretionary trading where applicable.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Clay Peterson is a Series 66-credentialed advisor at FBL Wealth Management, LLC with eight years of industry experience. He previously worked at Edward Jones for eight years and at Fastenal Company for four years. In addition to his advisory role, Peterson is a full-time insurance agent affiliated with Farm Bureau Life and Property and Casualty. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities through a primarily non-discretionary investment approach, relying on third-party portfolio managers and sub-advisers. The firm offers written financial planning, wrap-fee programs, and educational seminars while maintaining a relationship with FBL Financial Group and utilizing RBC clearing services.

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

CFP®, Series 66

Urbandale, IA

Foster Group, INC.

Kent Kramer is a CFP® with 24 years of industry experience and has been with Foster Group, Inc. since 2002 across multiple tenures, currently serving as an advisor for 13 years. Foster Group, Inc. advises individual, corporate, and institutional clients, including high-net-worth individuals, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation driven investment approach that emphasizes diversified mutual fund and ETF exposure, use of independent managers, and incorporates digitally-led services alongside bespoke wealth management options.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Gerrit V

Series 63, Series 65

West Des Moines, IA

Sowell Management

Gerrit Vrieze is a financial advisor with Sowell Management in West Des Moines, IA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Sowell Management since 2016 and previously with CONCERT Wealth Management, Inc. Gerrit serves as president of the Central Iowa Motorcycle Owner's Association, a nonprofit focused on motorcycle safety and riding. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a range of management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Paul C

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Paul Chapman is an investment adviser representative with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked with Equitrust Marketing Services LLC and Farm Bureau since 2004. Outside of advisory services, he is a full-time insurance agent affiliated with Farm Bureau Life and Farm Bureau Property and Casualty. 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 sub-advisers. The firm offers written financial planning and emphasizes a non-discretionary investment approach alongside educational resources.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Eli Ford is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 designations and having seven years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Farm Bureau Financial. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, delivering investment management through wrap-fee programs, financial plans, and educational seminars. The firm provides primarily non-discretionary advisory relationships while utilizing third-party managers for discretionary trading and is affiliated 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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Jason K

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jason Kreklow is a Series 66-licensed advisor with FBL Wealth Management, LLC in West Des Moines, IA. He has recent experience with FBL Marketing Services, LLC and FBL Financial Group, and previously worked at Airborne Athletics Inc for nine years. 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 retirement-plan services, emphasizing individualized advice implemented primarily through third-party discretionary managers.

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