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Kadin W

CFP®, ChFC®, Series 66

West Des Moines, IA

Foster Group, INC.

Kadin White is a CFP® and ChFC® with 19 years of industry experience, currently serving at Foster Group, Inc. He has worked at Foster Group since 2018 and previously held roles at Voya and Principal Financial Group. Outside of his advisory work, he is involved with Vivid Boutique, a clothing boutique, where he assists with back-office duties. Foster Group, Inc. serves individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships with a team of 54 advisors. The firm’s investment approach focuses on long-term, asset-allocation-driven strategies using diversified mutual funds, ETFs, and independent managers, with tailored offerings ranging from digital CoreWealth solutions to customized SelectWealth engagements.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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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.

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

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

CFP®, Series 65

West Des Moines, IA

Foster Group, INC.

James Laursen is a CFP® with four years of industry experience, currently with Foster Group, Inc. He previously worked for Veridian Credit Union for 19 years. Laursen holds the Series 65 designation and is based in West Des Moines, IA. Foster Group, Inc. advises individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation driven investment approach focused on diversified exposure to mutual funds and ETFs, and offers segmented service tiers tailored to client needs.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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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.

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

Series 63, Series 65

Des Moines, IA

ON Investment Management CO

Jordan Funke is a financial advisor with ON Investment Management CO in Des Moines, IA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with The O. N. Equity Sales Company since 2014 and has experience at Ohio National Financial Services and The Financial Specialists since 2012. Outside of his advisory role, he is involved in estate planning facilitation through Estate Documents Pro, LLC, and engages in the sale of life insurance and non-registered insurance products. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans, access to third-party investment programs, and maintains a dual-registration model supporting both advisory and broker-dealer activities.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Michael S

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Michael Sexton is a ChFC® credentialed financial advisor with 20 years of experience at FBL Wealth Management, LLC. He has worked within the Farm Bureau organization since 2006, combining roles in insurance and investment advisory services. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, non-discretionary advice delivered through program arrangements and third-party discretionary managers, leveraging its affiliation 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
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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 designations and bringing 25 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, Broker Dealer Financial Services Corp., and First Heartland Consultants, Inc. He is also involved in insurance and annuity advising through Fortress Wealth Management. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, incorporating various investment methods and strategies.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Curtis D

Series 66

Des Moines, IA

Principal Advised Services

Curtis Dreesman is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and four years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Principal Bank. Prior to entering finance, he worked for seven years at Tribune Media WHO 13 News. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models and discretionary wrap-fee management. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated financial products and services.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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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.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Luke M

Series 63, Series 66

Des Moines, IA

ON Investment Management CO

Luke Meseck is a financial advisor at ON Investment Management CO with nine years of industry experience. He previously worked at Wells Fargo for 11 years before joining his current firm, where he has been since 2022. 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 is a SEC-registered 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, utilizing both discretionary and non-discretionary investment programs.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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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 14 years of industry experience. His work history includes roles at FBL Financial Group, FSC Securities Corporation, Select Quote, Allstate Insurance, and USAA Financial Planning Services. FBL Wealth Management serves a diverse clientele, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs and financial planning, emphasizing individualized advice while relying on third-party managers for discretionary trade execution.

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

Retirement income strategy Social Security optimization Annuities Income planning General tax planning Retired
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Brian K

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Brian Klitzke is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at several firms, including Princor Financial Services and VOYA Financial Advisors, Inc., before joining Integrity Advisory Solutions and Integrity Alliance in 2025. 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 consulting, and sub-advisory programs, utilizing both fundamental and technical analysis along with asset-allocation frameworks.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Sammi B

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Sammi Buzzard is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been affiliated with FBL Financial Group and related entities since 2015. Outside of her advisory role, she is involved in rodeo and horse showing competitions and owns a business focused on training and selling horses. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized, non-discretionary advice implemented via third-party discretionary managers and leveraging its affiliation 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
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Valerie K

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Valerie Krier is a financial advisor at FBL Wealth Management, LLC with nine years of industry experience. She holds the ChFC® and Series 63 designations and has worked with Farm Bureau Financial Services since 2016. Outside of her advisory role, she is an ambassador for Plexus, promoting health and wellness supplements. 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, leveraging third-party portfolio managers and RBC-sponsored wrap platforms to manage client portfolios.

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

Series 63, Series 66, Series 65

West Des Moines, IA

Creativeone Wealth, LLC

Steven Greig is a financial advisor at CreativeOne Wealth, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including IAMS Wealth Management, Gradient Advisors, and Brookstone Wealth Advisors. Outside of his advisory role, Greig owns and operates The Insurance Strategies, focusing on life, health, and long-term care insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other RIAs. The firm uses discretionary management strategies combining proprietary model portfolios, third-party managers, and various investment methods, serving a broad client base including high-net-worth individuals.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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