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Jason S
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jason Salz is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 license and 13 years of industry experience. He has worked with FBL Financial Group since 2026 and previously spent 10 years with Farm Bureau. Salz is also involved with FBL Marketing Serv LLC, where he has been engaged since 2012. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and relying on third-party discretionary managers for trading execution.
Jeanine P
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Jeanine Pendergrass is an investment adviser representative at FBL Wealth Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at FBL Marketing Services since 2015 and McClure Insurance LLC since 2012. Pendergrass is also an insurance agent affiliated with Farm Bureau Life and related companies. FBL Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, focusing on investment management through wrap-fee programs and written financial planning. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary advisory model.
Caleb L
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Caleb Laurence is a Series 66-registered advisor at FBL Wealth Management, LLC with experience beginning in 2018 across various roles including positions at Kandiyohi County and Bemidji State University. He has been with FBL Financial Group since 2023. 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, utilizing third-party portfolio managers and sub-advisers while providing written financial planning and educational resources.
Stephen G
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Stephen Goucher is a financial advisor at FBL Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Farm Bureau Financial Services since 1999. Goucher also serves as an officer and director of two nonprofit community organizations. 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 employs third-party portfolio managers for discretionary trading and emphasizes a non-discretionary advisory model.
Andrew R
CFP®
West Des Moines, IA
Foster Group, INC.
Andrew Rushenberg is a CFP® professional with five years of experience in financial advising, all with Foster Group, Inc. in West Des Moines, IA. Prior to his advisory role, he worked at Iowa State University. 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 alongside institutional portfolio management and consulting.
Kadin W
CFP®, ChFC®, Series 66
West Des Moines, IA
Foster Group, INC.
Kadin White is a financial advisor at Foster Group, Inc. with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to rejoining Foster Group, he worked at Directed Services, LLC and Voya, and he is also involved with Vivid Boutique, a clothing boutique where he assists with back office duties. 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 and offers a range of tiered service programs alongside institutional portfolio management and consulting.
Brendan R
Series 66
West Des Moines, IA
Principal Advised Services
Brendan Rader is a financial advisor at Principal Advised Services in West Des Moines, IA, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at Principal Bank, Principal Securities, Inc., and Principal Life Insurance Company, all affiliated with the Principal Financial Group. Outside of his financial career, he was involved with the Metro Youth Football Association in 2017. 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. As part of the Principal Financial Group family, the firm integrates with affiliated entities to provide access to proprietary products and applies governance and supervision measures to manage conflicts of interest.
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.
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1,640 advisors near
50321
within the area shown on the map
Out of 400,000+ nationwide