Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,482 advisors near
50211

Out of 400,000+ nationwide

user avatar
firm logo

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.

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

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.

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

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.

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

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.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

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

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.

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

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.

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

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.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar
firm logo

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.

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

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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar
firm logo

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.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar
firm logo

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.

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

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.

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

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.

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

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.

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

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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar
firm logo

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.

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

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.

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

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.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")