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Michael G
Series 63, Series 65
Des Moines, IA
Avantax Planning Partners, Inc.
Michael Gasperi is a financial advisor with Avantax Planning Partners, Inc. in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC, Avantax Investment Services, Inc., Proequities, Inc., and Honkamp Krueger Financial Services Inc, where he has also served as a financial planning consultant and wholesaler to CPA representatives. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered representatives, serving individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $7.57 billion in assets and focuses on tax-intelligent strategies and discretionary management guided by firm-designed style allocation models.
Kiley I
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Kiley Ingersoll is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 designation and no prior industry experience. Before joining FBL, Kiley worked at the Wyoming Business Council and Uinta B.O.C.E.S. #1. Outside of advising, Kiley is involved in insurance sales and owns an insurance services 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, utilizing third-party portfolio managers and sub-advisers, and offers written financial planning along with educational seminars and newsletters.
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.
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
West Des Moines, IA
Foster Group, INC.
Kate Juelfs is a financial advisor at Foster Group, Inc. in West Des Moines, Iowa, holding a Series 66 designation with 19 years of industry experience. She has been with Foster Group since 2013, working in multiple capacities within the firm over that period. 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’s investment approach is long-term and asset-allocation driven, utilizing mutual funds, exchange-traded funds, and independent managers, supported by integrated technology and third-party partnerships.
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.
Quentyn S
Series 63, Series 65
Urbandale, IA
integrity Advisory Solutions
Quentyn Sego is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several financial institutions, including Wells Fargo Clearing, U.S. Bank, KeyBank, and Veridian Credit Union. 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 plan consulting, and utilizes various asset-allocation frameworks and third-party platforms to deliver tailored 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 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.
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1,640 advisors near
50321
within the area shown on the map
Out of 400,000+ nationwide