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1,482 advisors near
50211
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Out of 400,000+ nationwide
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.
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.
James L
CFP®, Series 65
West Des Moines, IA
Foster Group, INC.
James Laursen is a CFP® and holds a Series 65 license, with three years of industry experience. He has been with Foster Group, Inc. since 2022 and previously worked at Veridian Credit Union for 19 years. 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 ranging from digitally-led options to customized wealth management.
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.
Jordan F
Series 63, Series 65
Des Moines, IA
On Investment Management CO
Jordan Funke is a financial advisor at On Investment Management CO with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with The O. N. Equity Sales Company, Ohio National Financial Services, and The Financial Specialists. Funke is also involved in non-investment activities including insurance sales and virtual estate planning support. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, combining fee-based planning with access to multiple third-party investment platforms and both discretionary and non-discretionary managed account options.
Michael S
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Michael Sexton is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds the ChFC® designation and Series 63 license, with 19 years of industry experience. He has worked with FBL Marketing Services and Farm Bureau since 2006. 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 uses third-party portfolio managers and operates with a mostly non-discretionary investment approach.
Nathaniel R
Series 63, Series 65
Urbandale, IA
Creativeone Wealth, LLC
Nathaniel Reeder is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Changepath, LLC since 2021 and previously at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Reeder is also involved in an insurance and annuity advisory business through Fortress Wealth Management. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies including proprietary ETF-based core models and third-party managers, supporting tailored portfolio management through its large network of investment adviser representatives.
Owen B
Series 66
Des Moines, IA
Principal Advised Services
Owen Brauch is a financial advisor at Principal Advised Services in Des Moines, IA, holding a Series 66 designation. He joined the firm in 2026 and has prior experience at Principal Life Insurance Company, Principal Bank, Principal Securities, Inc., Wells Fargo, and DLL Financial Solutions. 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 third-party tools and proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.
Dylan T
Series 66
Norwalk, IA
Principal Advised Services
Dylan Tejral is a Series 66-licensed financial advisor with Principal Advised Services, bringing two years of industry experience. Prior to joining Principal, he held roles at Wesco, Northwestern Mutual, and Wells Fargo. His activities include providing one-on-one investment advice to retirement plan participants as a Retirement Consultant. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining proprietary models with third-party methodologies. The firm is part of the Principal Financial Group family, which provides integrated access to affiliated products and services.
Luke M
Series 63, Series 66
Des Moines, IA
On Investment Management CO
Luke Meseck is a financial advisor at On Investment Management Company with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo for eleven years. Outside of his advisory role, he is a co-founder of Something 2B Celebrated LLC, a custom teepee sleepover service for children. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based financial planning and managed accounts, with a majority of assets managed on a non-discretionary basis.
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.
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 13 years of industry experience. His career includes roles at FBL Financial Group, USAA Financial Planning Services, FSC Securities Corporation, Select Quote, and Allstate Insurance. 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 RBC-sponsored wrap platforms, while providing written financial planning and educational resources.
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.
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.
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.
Steven G
Series 63, Series 66, Series 65
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 and has worked at several firms including IAMS Wealth Management, Gradient Advisors, and Brookstone Wealth Advisors. Outside of his advisory role, Greig owns and operates The Insurance Strategies, focusing on life, health, and long-term care insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other RIAs. The firm uses discretionary management strategies combining proprietary model portfolios, third-party managers, and various investment methods, serving a broad client base including high-net-worth individuals.
Tyler C
CFP®, Series 63, Series 65
West Des Moines, 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. in West Des Moines, IA. His work history includes multiple roles at Foster Group since 2021 and prior experience at Principal Life Insurance Company and Cerner Corp. Foster Group, INC. manages approximately $4.78 billion across nearly 2,000 clients, offering investment supervisory services, financial planning, and qualified plan consulting. The firm serves individuals, high-net-worth clients, corporate and institutional clients, and retirement plans with a long-term, asset-allocation-driven investment approach that incorporates diversified mutual funds, ETFs, and independent managers.
Jessi D
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jessi Doke is a financial advisor at FBL Wealth Management, LLC, holding a Series 66 designation. She has been with the firm since 2026 and previously worked with Farm Bureau Financial Services for nine years. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients by delivering investment management through wrap-fee programs, written financial plans, and educational seminars. The firm emphasizes individualized advice and works with third-party sub-advisers to provide discretionary trading while maintaining primarily non-discretionary advisor-level relationships.
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.
Nickelo S
Series 66, Series 63
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 bringing seven years of industry experience. He has worked with FBL Marketing Services LLC since 2019 and FBL Financial Group since 2016. Outside of advising, he is involved with the Sleezer Fertility Center, LLC, which he has been associated with since 1997. 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 via wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and utilizing third-party sub-advisers or overlay managers for discretionary trading when applicable.
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1,482 advisors near
50211
within the area shown on the map
Out of 400,000+ nationwide