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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
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Matthew G

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Matthew Gurule is a financial advisor at FBL Wealth Management, LLC with nine years of industry experience. His prior work includes roles at Edward Jones and Enterprise Holdings Inc. He holds the Series 66 designation. 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, financial planning, and educational seminars, emphasizing individualized advice and non-discretionary client relationships supported by discretionary sub-advisers.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jonathan Horacek is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds a Series 66 designation and has been affiliated with FBL Financial Group and FBL Marketing Services since 2025, as well as HG Land & Cattle Co since 2010. 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, focusing on individualized advice and utilizing third-party discretionary managers for trade execution.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Scott Heyka is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He previously worked at Farm Bureau Financial Services for 19 years and has been affiliated with FBL Marketing Services since 2005. Heyka also operates Scott Heyka LLC, an entity established for tax and liability purposes. 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, with a focus on a non-discretionary advisory model.

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

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Cade Timmerman is an advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses. He has recently entered the financial services industry, with prior work experience including roles at FBL Marketing Services, FBL Financial Group, and Strellner Financial Group. Outside of finance, his background includes time in education and service roles such as at Benton Community School District and the University of Iowa. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth families, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and a mix of strategic and tactical asset allocation implemented primarily through third-party discretionary managers.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Justin Leonard is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been associated with Farm Bureau since 2010 and also works with Equitrust Marketing Services. Outside of his advisory role, Leonard owns Home Farm BBQ, a competitive cooking business focused on barbecue competitions. FBL Wealth Management serves a diverse clientele 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
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Sarah P

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Sarah Phillips is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. Her prior roles include positions at Farm Bureau Financial Services and New York Life. She has been involved with FBL Marketing Serv since 2017. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and providing written financial planning and educational resources.

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

CFP®, ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Nicholas Harklau is a CFP® and ChFC® with 16 years of industry experience, currently serving as an advisor at FBL Wealth Management, LLC. He has been affiliated with FBL Marketing Services and Farm Bureau Financial Services since 2015. Outside of his advisory role, Harklau owns and manages a mini storage business. 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 a mainly non-discretionary investment approach, 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
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Ryan B

CFP®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Ryan Bridwell is a CFP® with 25 years of industry experience, currently serving as an advisor at FBL Wealth Management, LLC in West Des Moines, IA. He has worked with FBL Marketing Services and Farm Bureau Financial Services since 2000. In addition to his advisory role, Bridwell operates The Ryan Bridwell Agency Inc., which focuses on insurance sales. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management primarily through wrap-fee programs and written financial planning. The firm utilizes third-party portfolio managers and operates a primarily non-discretionary model, with a focus on educational resources and its affiliation with the Farm Bureau brand.

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

Series 66

West Des Moines, IA

Beacon Capital Management, Inc.

Christopher Kobes is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Sammons Financial Network, Midland National Life Insurance Company, Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, utilizing data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Benjamin H

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Benjamin Houdek is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at FBL Financial Group and Solid Rock Financial Group. Outside of his advisory work, Houdek instructs a sales management course at the University of Mary and serves as head soccer coach at St. Mary’s Central High School. 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, financial planning, and educational seminars, emphasizing individualized, non-discretionary advice implemented via third-party sub-advisers or overlay managers.

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

Series 66

Des Moines, IA

Principal Advised Services

Cole Metzler is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. He has held various roles within the Principal Financial Group, including positions at Principal Life Insurance Company, Principal Bank, and Principal Financial Services. 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 investment management program called SimpleInvest. The firm integrates proprietary models with third-party tools and operates as part of the Principal Financial Group family, enabling access to affiliated products and resources.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Augustus Hanson is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 designation. He has been associated with FBL Financial Group and related entities since 2024. Prior to his current role, he had experience in education within the Helena School District and worked in property maintenance. Hanson is also licensed as an insurance agent with Farm Bureau Life and affiliated companies. 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
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Patrick J

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Patrick Jackson is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at FBL Financial Group, Tenaska Inc., and service in the US Army and Army Reserve. Outside of advising, he serves as a council member for the City of Lehigh and is involved in farming and ranching operations. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, 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.

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

Series 63, Series 65

West Des Moines, IA

Foster Group, INC.

Nathan Buckallew is a financial advisor with Foster Group, Inc. in West Des Moines, IA, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Foster Group, he worked at Merkle Retirement Planning and Northwestern Mutual in various capacities. Outside of his advisory role, Buckallew serves as the head baseball coach for Johnston High School. 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 with diversified exposure to mutual funds, ETFs, and independent managers, while offering tiered service levels and leveraging digital platforms for account and estate planning management.

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

ChFC®, Series 63, Series 65

Des Moines, IA

Principal Advised Services

Jennifer Schumann is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since the early 2000s. 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’s advice combines third-party methodologies with proprietary models and benefits from integration within the Principal Financial Group family.

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

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Troy Stone is a financial advisor at FBL Wealth Management, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses. His career includes work with FBL Financial Group since 2026 and a long affiliation with Farm Bureau from 2011 to 2026. 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, focusing on individualized, non-discretionary advice implemented with third-party sub-advisers and overlay managers.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Joshua Corbett is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Group, Mel Hambelton Ford, and USD 357 Belle Plaine High School. Outside of advisory services, he is active as a full-time insurance sales associate 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, relying on 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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John W

Series 63, Series 66

Des Moines, IA

Principal Advised Services

John Weiland is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles with Principal Financial Services, Principal Life Insurance Company, Caesars Entertainment, and Northwestern Mutual. He also serves as a Retirement Consultant, providing retirement plan participants with one-on-one investment advice regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides non-discretionary recommendations and a discretionary investment management program, combining third-party and proprietary models, and operates as part of the Principal Financial Group family with 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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Adam C

Series 65, Series 63

West Des Moines, IA

CreativeOne Securities, LLC

Adam Carpenter is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Quantum Asset Management, Vestwell, and Transamerica Capital. Outside of CreativeOne, he is involved with Quantum Asset Management in a financial planning and client administration role. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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