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Julie M
CFP®, ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Julie Mcgonegle is a CFP® and ChFC® with 34 years of industry experience. She is affiliated with FBL Wealth Management, LLC in West Des Moines, IA, and has held roles at Equitrust Marketing Services, LLC and Equitrust Investment Management Services, Inc. since 1994. 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 a mostly non-discretionary model, emphasizing financial planning as a written service separate from ongoing portfolio management.
Steven M
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Steven Mc Intyre is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Lincoln Investment Planning and FBL Financial Group. Outside of advisory services, he is actively engaged as a full-time insurance agent 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, utilizing third-party portfolio managers and providing written financial planning alongside educational resources.
Derek A
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Derek Anding is a financial advisor at FBL Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles including positions at FBL Marketing Services, LLC and FBL Financial Group. 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 educational seminars. The firm emphasizes individualized advice with non-discretionary client relationships supported by third-party discretionary managers, and it is affiliated with FBL Financial Group and the Farm Bureau distribution network.
Anthony N
Series 66
Des Moines, IA
On Investment Management CO
Anthony Nietzel is a financial advisor at On Investment Management CO with three years of industry experience. He holds the Series 66 designation and has worked at firms including Athene Securities, LLC and Edward Jones. Outside of financial services, he has experience working in the hospitality sector at establishments such as Boulder Tap House and Maxwell's On The River. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a variety of programs including both discretionary and non-discretionary third-party investment options.
Carmine Y
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Carmine Yankowski is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and 22 years of industry experience. He has spent his career primarily with Farm Bureau Financial Services and FBL Marketing Serv LLC. FBL Wealth Management serves a diverse range of clients including individuals, high-net-worth, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management through wrap-fee programs, written financial plans, and educational seminars, focusing on individualized advice with primarily non-discretionary client relationships supported by third-party discretionary managers.
Reece H
Series 65, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Reece Heideman is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. He has been with FBL Financial Group since 2012 and joined FBL Wealth Management in 2025. In addition to his advisory role, Heideman works full-time as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. 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 utilizing third-party sub-advisers for discretionary trading.
Evan V
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Evan Viramontes is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 credential and no prior industry experience. He has been involved in agricultural operations as Vice-President of Viramontes Farms LLC since 2012 and works as a full-time insurance agent for Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and educational resources. The firm primarily utilizes third-party portfolio managers and operates with a non-discretionary investment approach.
Sybil P
Series 63, Series 65
Des Moines, IA
The Wealth Consulting Group
Sybil Poage is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior work includes roles at LPL Financial, Peoples Trust Savings Bank, Sorrento Pacific Financial, Iowa State Bank, and INVEST Financial Corp. Poage also maintains investment advisory activities through WCG Wealth Advisors, LLC. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integrated legal-service pathways alongside its advisory offerings.
Christopher T
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Christopher Tousley is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with FBL Financial Group since 1999 and also operates insurance agencies affiliated with Farm Bureau entities. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate clients by providing investment management through wrap-fee programs, written financial planning, and educational resources. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary investment approach.
Bradley P
ChFC®, Series 63
Ackworth, IA
Principal Advised Services
Bradley Pull is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked extensively with Principal Life Insurance Co since 1998 and has been with Principal Advised Services since 2023. Outside of his advisory role, he is involved in a private family real estate arrangement, selling a home to his nephew under contract. 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 methodology with proprietary models and operates as part of the Principal Financial Group family, enabling access to affiliated products and integrated operational support.
James C
CFP®, Series 63, Series 66
Clive, IA
First Heartland Consultants, Inc.
James Cross is a CFP® professional with 33 years of industry experience, currently serving as an investment adviser representative at First Heartland Consultants, Inc. in Clive, Iowa. He has been with First Heartland Capital Inc. since 2007. Outside of his advisory role, he is involved in non-investment business activities including ownership in Cross and Christensen, LLC, a company focused on executing leases and managing business expenses. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning, asset management, and consulting services delivered through a network of independent investment adviser representatives.
Garrison G
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Garrison Goodlett is a financial advisor with Principal Advised Services and holds Series 63 and Series 66 designations. He has 14 years of industry experience, having worked with Principal Financial Services since 2012 and Principal Life Insurance Company since 2006. Outside of his financial career, he owns a restaurant business, G. G.'s Chicken & Waffles, and serves on the executive board of the Ankeny Chamber of Commerce. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, allowing access to affiliated products and services.
Bradley S
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Bradley Stimmel is a financial advisor at FBL Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with Farm Bureau Financial Services since 2000. Outside of his advisory role, he is involved in insurance sales through The Stimmel Agency Inc. 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 providing written financial planning along with educational resources.
Trent A
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Trent Adams is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has concurrently worked with Equitrust Marketing Services LLC and Farm Bureau since 2011. Outside of investment advisory, Adams is involved in insurance sales through The Adams Agency and Farm Bureau Life and Property and Casualty companies. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily uses third-party portfolio managers and RBC-sponsored wrap platforms for investment implementation, offering non-discretionary advisory services alongside written financial planning and educational resources.
Braden F
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Braden Fraze is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Services, and James Polk Stone Community Bank. Outside of advisory work, he is involved as a part owner and organizer in commercial real estate ventures through Audentes Ventures LLC and Fraze Family, LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily uses third-party portfolio managers and operates with a non-discretionary investment structure, providing written financial planning and educational resources through a network of Investment Adviser Representatives.
Bradley D
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Bradley Debner is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and five years of industry experience. His background includes roles at FBL Marketing Services, FBL Financial Group, and Cambridge Investment Research Inc. He previously managed operations at Debner Enterprises, Inc. for five years. 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, using a primarily non-discretionary advisory model supported by delegated discretionary managers.
Dirk J
CFP®, Series 63
Des Moines, IA
Principal Advised Services
Dirk Johnston is a CFP® with five years of industry experience currently with Principal Advised Services in Des Moines, IA. He has worked at several related Principal entities, including Principal Securities and Principal Life Insurance Company, since 2021. Prior to joining Principal, he held roles at Legacy Financial Group, Lakehouse 13, Cedar Valley Wealth Advisors, and had earlier experience at the University of Northern Iowa and Myrtue Medical Center. 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 like Morningstar with proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services through internal governance and supervisory controls.
Chase C
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Chase Carlson is a financial advisor at FBL Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with FBL Marketing Service, LLC and FBL Financial Group since 2018. Outside of advisory work, Carlson owns AMSOIL Synthetic Motor Oils and Apple Fire Orchards, LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm delivers investment management primarily through third-party portfolio managers and offers written financial planning alongside educational seminars and newsletters.
Troy C
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Troy Carruthers is a financial advisor at FBL Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Jindra Angus and Motiv8 Investments LLC. Outside of his advisory role, he owns and manages Carruthers Cattle Company LLC, overseeing cattle grazing operations. 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 model that utilizes third-party portfolio managers and offers written financial planning along with educational seminars and newsletters.
Matthew G
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Matthew Gurule is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Edward Jones and Enterprise Holdings Inc. He is currently associated with FBL Marketing Services and FBL Financial Group. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily utilizes third-party portfolio managers and operates with a non-discretionary investment approach, providing written financial planning and educational resources.
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1,482 advisors near
50211
within the area shown on the map
Out of 400,000+ nationwide