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1,698 advisors near
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Quentyn S
Series 63, Series 65
Urbandale, IA
integrity Advisory Solutions
Quentyn Sego is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Brokers International Financial Services, Wells Fargo Clearing, Wells Fargo Bank, U.S. Bank, KeyBank, and Veridian Credit Union. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes various asset-allocation strategies and third-party platforms to tailor investment solutions.
Jeffrey B
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Jeffrey Bradley is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with FBL Financial Group since 2022 and was previously associated with Farm Bureau Financial Services. Outside of his advisory role, he owns a real estate sales business through a closely held LLC. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management via wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice without discretionary authority, using third-party sub-advisers for trade execution, and leverages its affiliation with FBL Financial Group and the Farm Bureau distribution network.
Anna L
Series 65, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Anna Lawless is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked as an agent with Farm Bureau Financial Services for ten years and has been affiliated with FBL Financial Group and FBL Marketing Services for seven and eight years, respectively. Outside of her advisory role, she volunteers assisting with bookkeeping for Clear Choice Auto Glass, a business operated by her spouse. FBL Wealth Management serves a broad range of clients including individuals, high-net-worth families, retirement plans, trusts, nonprofits, and corporations. The firm provides personalized investment management and financial planning through wrap-fee programs and program arrangements, emphasizing non-discretionary advisory relationships with discretionary execution handled by third-party managers.
Kebbi H
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Kebbi Hutto is a financial advisor at FBL Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including New York Life Insurance Company and NYLIFE Securities LLC. His current role at FBL Financial Group began in 2024. 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 non-discretionary client relationships supported by third-party discretionary managers.
Adam H
Series 63, Series 65
Des Moines, IA
Principal Advised Services
Adam Hatch is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles within the Principal Financial Group, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. In addition to his advisory work, he serves as a retirement consultant providing one-on-one investment advice to retirement plan participants. 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. The firm is part of the Principal Financial Group and integrates services from affiliated entities to provide a range of investment management and advisory solutions.
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®
Urbandale, IA
Foster Group, INC.
Andrew Rushenberg is a CFP® at Foster Group, Inc. in Urbandale, IA, with five years of industry experience. He has been with Foster Group continuously since 2015. Foster Group, Inc. serves individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across about 1,956 client relationships. The firm emphasizes a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, complemented by digitally-led and bespoke service tiers.
Kadin W
CFP®, ChFC®, Series 66
Urbandale, IA
Foster Group, INC.
Kadin White is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Foster Group, Inc. since 2018. Prior to that, he held roles at Principal Financial Group and Voya. Outside of finance, he is involved with Vivid Boutique, a clothing boutique where he assists with administrative duties. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, providing tailored services through multiple client tiers and leveraging advanced digital tools and third-party platforms.
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
Urbandale, IA
Foster Group, INC.
James Laursen is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Foster Group, Inc. in Urbandale, IA. Prior to joining Foster Group, he spent 19 years at Veridian Credit Union. Foster Group, Inc. advises individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships with a team of 54 advisors. The firm emphasizes a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and institutional strategies, offering tiered service levels from digital CoreWealth to bespoke SelectWealth solutions.
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 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.
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.
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.
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.
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1,698 advisors near
50324
within the area shown on the map
Out of 400,000+ nationwide