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Morgan F

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Morgan Flax is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and six years of industry experience. His background includes roles at FBL Financial Group and Kansas State University, as well as service in the United States Marine Corps. Outside of advising, he is a co-owner of Sheepdog Brewing Company LLC, an apiary and meadery in Ness City, KS. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes non-discretionary investment management through 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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Kristopher M

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Kristopher Mull is a Series 66-licensed financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, bringing two years of industry experience. His prior work includes roles at FBL Financial Group and FBL Marketing Services, as well as positions in education and regional services. Outside of advising, he owns Kristopher Mull & Associates Inc, where he acts as an insurance agent for Mountain West Farm Bureau. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm employs a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers to implement client strategies while 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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Daniel H

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Daniel Hummel 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 worked at Equitrust Marketing Services LLC and Farm Bureau since 2010. Outside of advisory services, he is actively involved as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse range of clients, including individuals, high-net-worth families, and institutional entities, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm provides primarily non-discretionary advisory relationships, utilizing third-party sub-advisers for discretionary trading, and operates within the integrated distribution network of FBL Financial Group and Farm Bureau.

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

Series 66, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Thomas Phillips IV is a financial advisor at FBL Wealth Management, LLC with one year of industry experience. Prior to joining FBL, he worked in various roles at WesleyLife, Ramsey Village Retirement Community, and Watermark Retirement Communities. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice and primarily delivers non-discretionary advisory relationships while relying on third-party sub-advisers for discretionary trading.

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

Series 66

Des Moines, IA

Principal Advised Services

Jackson Krebs is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and one year of industry experience. His career includes roles at various Principal Financial Group entities, including Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. Outside of his advisory work, Krebs manages an LLC named Lost In The Sauce, which he operated from 2021 to 2023. 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 called SimpleInvest. The firm integrates proprietary and third-party models, including Morningstar tools, and benefits from its affiliation with Principal Financial Group’s broader financial services entities.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Joseph Nielsen is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with FBL Financial Group since 2014 and is also involved in ranching operations, owning and managing cattle ranches in Utah. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering investment management primarily through third-party portfolio managers and written financial planning. The firm emphasizes a non-discretionary investment approach and provides educational resources alongside its advisory services.

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

CFP®, Series 65

West Des Moines, IA

Foster Group, INC.

Andrew Farmer is a CFP® and holds a Series 65 license, with 13 years of industry experience. He has worked at Foster Group, INC. since 2016. Foster Group, INC. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach, utilizing diversified mutual funds, ETFs, and independent managers, while offering tiered service levels and leveraging digital tools and third-party platforms.

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

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Matthew Boswell is a financial advisor with FBL Wealth Management, LLC, holding Series 65 and Series 63 credentials and bringing 18 years of industry experience. He has worked with FBL Marketing Services since 2011 and has been associated with Farm Bureau since 2007. 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 through wrap-fee programs, written financial plans, and retirement plan services, emphasizing individualized advice and utilizing third-party discretionary managers for account execution.

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

CFP®

West Des Moines, IA

Foster Group, INC.

Ethan Gascho is a CFP® professional with seven years of industry experience. He has worked primarily at Foster Group, Inc., joining the firm initially in 2019 and continuing there since, with prior experience at Sherpa Investment Management. Foster Group, Inc. serves individual, corporate, and institutional clients, including high-net-worth individuals, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach that emphasizes diversified mutual funds and ETFs, independent managers, and institutional strategies, offering tiered service levels and leveraging digital platforms for account management and estate planning.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Peter Henderson is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at FBL Marketing Services, FBL Financial Group, and Mountain West Farm Bureau Mutual Insurance. Outside of financial services, he is a drummer in the band Strumbucket and coaches youth lacrosse in Jackson, WY. 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, written financial plans, and educational seminars, emphasizing individualized, non-discretionary advice implemented via third-party discretionary managers.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Carl Mccarthick is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Farm Bureau Financial Services and FBL Marketing Services since 1996. Outside of his advisory role, he is involved in farming as a part-time owner. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers non-discretionary investment management through third-party portfolio managers and provides written financial planning, with a focus on educational resources and a relationship model tied to the Farm Bureau brand.

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

Series 63, Series 66

Des Moines, IA

Principal Advised Services

Izaak Dixon is a financial advisor at Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 designations with four years of industry experience. He has worked in multiple roles within the Principal Financial Group family since 2022 and previously spent time with the Iowa Department of Public Health and in academic positions. 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 third-party and proprietary models and benefits from operational ties to affiliated entities within the Principal Financial Group.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Colin Newell is an Investment Adviser Representative at FBL Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with FBL Financial Group and its affiliates since 2022. Outside of his advisory role, he volunteers as an offensive line coach for Ankeny High School football and is the owner of The Newell Agency, Inc., an insurance business. FBL Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, primarily through non-discretionary investment programs managed by third-party portfolio managers. The firm provides financial planning and educational resources while operating within a primarily non-discretionary structure and leveraging its affiliation with FBL Financial Group.

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

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Cynthia Schulte is a ChFC® credentialed advisor with 37 years of industry experience, currently affiliated with FBL Wealth Management, LLC in West Des Moines, IA. She has been with Farm Bureau Financial Services since 1994 and also has a longstanding role with FBL Marketing Services since 1988. 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, operating mainly on a non-discretionary basis with an emphasis on educational resources.

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

PFS™

Urbandale, IA

Avantax Planning Partners, Inc.

Brook Skram is a PFS™ credentialed financial advisor at Avantax Planning Partners, Inc. with one year of industry experience. Prior to joining Avantax, Skram worked at Welgaard CPAs & Advisors and Jama C Runyan, CPA, focusing on tax preparation and small business accounting. Skram also serves as a director for Cedar Valley Bank & Trust, a small rural bank in Iowa. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based discretionary portfolio management approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Attorney
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Colleen C

Series 66

West Des Moines, IA

Foster Group, INC.

Colleen Claude is a financial advisor at Foster Group, Inc. with 12 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets, LLC for seven years before joining Foster Group in 2021. Outside of her advisory role, she is registered as a Mary Kay independent consultant to obtain product discounts. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individual and institutional clients. The firm employs a long-term, asset-allocation-driven investment approach using mutual funds, ETFs, and independent managers, supported by technology and fiduciary oversight.

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

CFP®, PFS™, Series 65

Des Moines, IA

Compound Planning, Inc.

Tyler Coder is a CFP®, PFS™, and Series 65 licensed advisor at Compound Planning, Inc. in Des Moines, IA, with four years of industry experience. Prior to joining Compound Planning in 2025, he worked at Choreo, LLC and RSM US Wealth Management LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm employs customized, risk-based model allocations that incorporate fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Values-based investing
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Nicole N

Series 65

West Des Moines, IA

Foster Group, INC.

Nicole Nee is a financial advisor at Foster Group, INC. in West Des Moines, IA, holding a Series 65 designation with six years of industry experience. Her prior work includes five years at LMC Insurance & Risk Management before joining Foster Group, where she has been since 2017. Foster Group, INC. provides investment management, financial planning, and qualified-plan consulting to individuals, including high-net-worth clients, as well as institutional clients and retirement plans. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and independent managers when appropriate.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Daniel Durant is a financial advisor at FBL Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group and FBL Marketing Services since 2019, as well as previously at Plumbline Advisory Group and Harbour Investments Inc. Durant is based in West Des Moines, IA. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm primarily employs a non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers for day-to-day trading decisions.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Steve Raspotnik is an investment adviser representative at FBL Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He is also involved with Farm Bureau Life and Affiliates in an insurance-related capacity. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, and charitable organizations, providing investment management primarily through third-party portfolio managers and non-discretionary wrap-fee programs. The firm emphasizes written financial planning and educational resources while generally not accepting discretionary trading authority for client accounts.

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