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1,662 advisors near
50315
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Out of 400,000+ nationwide
Chase G
Series 63, Series 65
Indianola, IA
Wealthcare Capital Partners, LLC
Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.
Kiley I
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Kiley Ingersoll is a financial advisor at FBL Wealth Management, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience with FBL Marketing Services, LLC, FBL Financial Group, the Wyoming Business Council, and Uinta B.O.C.E.S. #1. Outside of advisory work, she is involved in insurance sales and is the owner of Ingersoll Insurance Services LLC. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm delivers investment management through various programs and emphasizes individualized advice with a focus on non-discretionary client relationships supported by third-party discretionary managers.
Sarah S
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Sarah Schechinger is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc. She is currently associated with FBL Marketing Services, LLC and FBL Financial Group. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities, offering investment management primarily through third-party portfolio managers and sub-advisers. The firm emphasizes a mostly non-discretionary investment approach and provides written financial planning alongside educational seminars and newsletters.
Timothy H
CFP®, Series 63, Series 65
Ankeny, IA
Lexaurum Advisors
Timothy Hawkins is a CFP® professional with 26 years of experience in financial advisory roles, currently serving at Lexaurum Advisors. His previous work includes long tenures at The Masters Group Inc and Brokers International Financial Services. Outside of his advisory work, he is involved in managing multiple real estate-related business activities. LexAurum Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, families, businesses, and institutions. The firm employs a diversified investment approach aligned with modern portfolio theory and offers standardized model portfolios typically implemented with low-cost ETFs.
Brenton C
Series 66
West Des Moines, IA
Arete Wealth Advisors, LLC
Brenton Collins is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Advisors and Arete Wealth Management since 2014. Collins is also president and owner of Collins Capital Management, Inc. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.
Eric H
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Eric Hanson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with FBL Financial Group since 2019 and has been involved with Equitrust Marketing Serv LLC and Farm Bureau since 2000. Outside of his advisory role, Hanson is an owner and operator of a row crop farming business in Pomeroy, Iowa. 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 to implement day-to-day investment decisions while providing written financial planning and educational resources.
Kate J
Series 66
Urbandale, IA
Foster Group, INC.
Kate Juelfs is a financial advisor at Foster Group, INC. with 19 years of industry experience. She holds the Series 66 designation and has worked at Foster Group since 2013, with prior experience at Investment Advisors Corp. Foster Group serves a mix of individual and institutional clients, offering investment management, financial planning, and qualified plan consulting through various service tracks tailored to client needs. The firm emphasizes a long-term, asset-allocation investment approach using low-cost mutual funds and ETFs, supported by technology and third-party platforms.
Angel L
Series 63, Series 65
Des Moines, IA
Principal Advised Services
Angel Love is a financial advisor at Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials with nine years of industry experience. Angel has worked at Principal Securities and Principal Life Insurance Company since 2017 and has prior experience at Inverness Technologies and Serco Inc. 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 methodologies and proprietary models, serving clients through its affiliation with 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.
Richard D
Series 66
Des Moines, IA
Principal Advised Services
Richard Debartolo is a financial advisor at Principal Advised Services with seven years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Principal Securities, LPL Financial, and Global Retirement Partners. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary and discretionary investment management services. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, providing access to affiliated products and services.
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 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jeremy Vanderzyl is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to his current role, he was involved with Duncan Family Farms for 13 years. Outside of advisory work, he provides technical agricultural consulting on specialty crop production through his ownership of Diamond Block Services. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients by offering investment management via wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized, primarily non-discretionary advice implemented through affiliated third-party managers and integrates brokerage and insurance services through its affiliation with FBL Financial Group and the Farm Bureau network.
Matthew M
CFP®, Series 66
Urbandale, IA
Foster Group, INC.
Matthew Moklestad is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has been with Foster Group in various capacities since 2016 and previously worked at Principal Funds Distributor, Inc. and Principal Financial Services. 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 uses a long-term, asset-allocation approach with low-cost mutual funds and ETFs, supported by technology and third-party platforms, and provides tiered, advisor-led family planning for complex households.
Quentyn S
Series 63, Series 65
Urbandale, IA
integrity Advisory Solutions
Quentyn Sego is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Brokers International Financial Services, Wells Fargo Clearing, Wells Fargo Bank, U.S. Bank, KeyBank, and Veridian Credit Union. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes various asset-allocation strategies and third-party platforms to tailor investment solutions.
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 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Anna Lawless is a financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa. She holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior roles at Farm Bureau Financial Services. Outside of advising, she volunteers assisting with bookkeeping for Clear Choice Auto Glass. 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 and written financial plans, emphasizing individualized advice and using third-party sub-advisers or overlay managers for discretionary trading.
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1,662 advisors near
50315
within the area shown on the map
Out of 400,000+ nationwide