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Brian K
Series 63, Series 65
Urbandale, IA
integrity Advisory Solutions
Brian Klitzke is a financial advisor at Integrity Advisory Solutions with 20 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Princor Financial Services and Principal Life Insurance Company, where he worked for 11 years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of portfolio construction techniques and third-party platforms.
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.
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.
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.
Tyler C
CFP®, Series 63, Series 65
West Des Moines, IA
Foster Group, INC.
Tyler Craig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Foster Group, INC. in West Des Moines, IA. His work history includes multiple roles at Foster Group since 2021 and prior experience at Principal Life Insurance Company and Cerner Corp. Foster Group, INC. manages approximately $4.78 billion across nearly 2,000 clients, offering investment supervisory services, financial planning, and qualified plan consulting. The firm serves individuals, high-net-worth clients, corporate and institutional clients, and retirement plans with a long-term, asset-allocation-driven investment approach that incorporates diversified mutual funds, ETFs, and independent managers.
Jessi D
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jessi Doke is a financial advisor at FBL Wealth Management, LLC, holding a Series 66 designation. She has been with the firm since 2026 and previously worked with Farm Bureau Financial Services for nine years. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients by delivering investment management through wrap-fee programs, written financial plans, and educational seminars. The firm emphasizes individualized advice and works with third-party sub-advisers to provide discretionary trading while maintaining primarily non-discretionary advisor-level relationships.
Kevin W
Series 65
Urbandale, IA
Royal Fund Management, LLC
Kevin Wingert is a financial advisor at Royal Fund Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Royal Fund Management since 2016. Wingert is also involved in developing educational materials for higher education through his ownership of Fellowship of Fiduciary Education, LLC, and provides training on retirement planning concepts for independent insurance professionals at American Retirement Systems. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to implement strategies tailored to clients’ risk tolerances.
Nickelo S
Series 66, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Nickelo Sleezer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked with FBL Marketing Services LLC since 2019 and FBL Financial Group since 2016. Outside of advising, he is involved with the Sleezer Fertility Center, LLC, which he has been associated with since 1997. 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 via wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and utilizing third-party sub-advisers or overlay managers for discretionary trading when applicable.
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.
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1,640 advisors near
50321
within the area shown on the map
Out of 400,000+ nationwide