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James O
Series 63, Series 65
Ankeny, IA
LPL Enterprise
James Odson is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1995. In addition to his advisory role, Odson is involved in health insurance representation through Pipac and GBL in Iowa. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services via advisory and brokerage channels. The firm combines adviser programs with active sales of financial products and delivers investment advice primarily through investment adviser representatives using LPL’s research and model portfolios.
Mitchem C
Series 66
Bondurant, IA
Edward Jones
Mitchem Clefisch is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.
Kornmueng B
Series 66
Des Moines, IA
LPL Financial
Kornmueng Baccam is a financial advisor at LPL Financial in Des Moines, IA, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Princor, and a period as a self-employed advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and external sources.
Justin B
CFP®, ChFC®, Series 66
Ankeny, IA
Edward Jones
Justin Bjerke is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Ankeny, IA. Outside of his advisory role, he owns and manages a rental property. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Cooper S
Series 66
Carlisle, IA
Edward Jones
Cooper Schettler is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Renewal By Andersen and Carlisle High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the United States.
Adam K
CFP®, Series 63, Series 66
Bondurant, IA
Edward Jones
Adam Kline is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2004, accumulating 21 years of industry experience. He holds Series 63 and 66 licenses and is based in Bondurant, IA. Outside of his advisory role, he serves as president of the Bondurant Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.
Noah A
Series 66
Des Moines, IA
Edward Jones
Noah Allen is a financial advisor at Edward Jones in Des Moines, IA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, he held teaching positions at multiple educational institutions including Central College and Mount Marty University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
Arron C
Series 63, Series 65
Des Moines, IA
LPL Financial
Arron Cramer is a financial advisor at LPL Financial with 11 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at Uncommon Wealth Partners, LLC, FEDEX, Royal Alliance Associates, Inc., Financial Decisions Group LLC, and Signator Investors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.
Ashley R
Series 65, Series 63
Des Moines, IA
Cambridge Investment Research Advisors
Ashley Rogers is a financial advisor at Cambridge Investment Research Advisors with 6 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Primerica Advisors and Primerica Financial Services. Outside of financial advising, she is the founder of Iowa Storm, a sports and fitness-related business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary portfolio management.
David E
Series 63, Series 65
Des Moines, IA
LPL Financial
David Elwell is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2007. Elwell is a retired member of the US Army Reserve and a sole owner of Elwell Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.
Darin G
Series 63, Series 65
Monroe, IA
Primerica Advisors
Darin Graber is a financial advisor with Primerica Advisors in Monroe, IA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His work history includes ten years with Steve Ver Meer and over 20 years with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by third-party asset managers and provides advisory services through a large network of advisors.
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