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Jared K
Series 65
Grimes, IA
Independent Wealth Network, Inc.
Jared Kramer is a Series 65 credentialed advisor with five years of experience at Independent Wealth Network, Inc. He previously worked at Wellmark Blue Cross Blue Shield for six years and has been self-employed since 2012. Outside of his advisory role, he is involved in sports officiating as a referee. Independent Wealth Network, Inc. serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations by providing wealth management, financial planning, and consulting services. The firm’s advisers manage approximately $518 million in client assets and may implement portfolio strategies directly or through third-party managers.
Nathan L
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Nathan Leonardelli is a Series 66-credentialed advisor with FBL Wealth Management, LLC, based in West Des Moines, IA, and has 25 years of industry experience. He has been involved with Rural Insurance and Equitrust Marketing Serv LLC/Farm Bureau since 2002. Outside of his advisory role, Leonardelli operates an insurance agency and serves as a trustee for a private trust. 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 primarily through third-party portfolio managers and offers written financial planning along with educational resources.
Jeffery P
CFP®, ChFC®, Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Jeffery Picco is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with FBL Wealth Management, LLC and has previously worked at Country Trust Bank, Country Capital Management Company, and Country Companies Insurance Co. 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 financial planning through written deliverables and educational resources.
Gabrielle C
Series 65
Urbandale, IA
Foster Group, INC.
Gabrielle Carlson is a financial advisor at Foster Group, Inc. with a Series 65 credential and three years of industry experience. Her prior roles include positions at Northwest Bank, Cottingham & Butler, Dubuque Bank & Trust, and Emmaus Bible College. Foster Group, Inc. provides investment supervisory services, financial planning, and qualified plan consulting to individuals, corporate and institutional clients, and retirement plans. The firm manages approximately $4.78 billion across nearly 2,000 client relationships, employing a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers.
Yana R
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Yana Ross is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, with three years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience with FBL Financial Group, M.Y. Assurance Ventures LLC, Top City Promise Inc, and American Family Insurance. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice and utilizes third-party sub-advisers or overlay managers for discretionary trading, offering services through program arrangements and educational seminars.
Ethan S
Series 66
Urbandale, IA
Principal Advised Services
Ethan Schmidt is a financial advisor with Principal Advised Services in Urbandale, IA, holding a Series 66 designation and two years of industry experience. His background includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. He also has experience providing one-on-one investment advice to retirement plan participants regarding distribution options. 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 to deliver both non-discretionary recommendations and discretionary investment management programs. The firm operates as part of the Principal Financial Group network, providing integrated access to affiliated financial products and services.
Jason G
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Jason Gossard is a financial advisor at FBL Wealth Management, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term involvement with FBL Marketing Services, LLC and FBL Financial Group since 2011. 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, emphasizing individualized advice and primarily using non-discretionary client relationships supported by third-party discretionary managers.
Christopher G
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Christopher Gartner is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Group, and Richland Federal Credit Union. FBL Wealth Management serves a diverse client base that includes individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial planning, and retirement-plan services, emphasizing individualized advice and relying on third-party managers for discretionary trading.
John M
Series 66, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
John Magnuson is a financial advisor with FBL Wealth Management, LLC, holding Series 66 and Series 63 credentials and eight years of industry experience. His prior roles include positions at FBL Financial Group, Farmers Financial Solution LLC, Farmers Insurance, and Green Dot Corp. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, providing investment management primarily through wrap-fee programs, written financial plans, and educational seminars. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers and leverages its affiliation with FBL Financial Group and the Farm Bureau distribution network.
Gretchen M
Series 65
Urbandale, IA
Foster Group, INC.
Gretchen Muller is a Series 65 licensed advisor at Foster Group, Inc. with one year of industry experience. She previously worked at Principal Financial Group for 16 years and spent a year in homemaking before joining Foster Group. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 relationships. The firm employs a long-term, asset-allocation driven investment approach, offering services ranging from digital CoreWealth solutions to more customized SelectWealth engagements.
Brad B
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Brad Bosh is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® and Series 63 designations. His work history includes roles at FBL Financial Group and FBL Marketing Services. He also receives referral fees from Farm Bureau Bank. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities through investment management, financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates a mainly non-discretionary model.
Dane B
Series 63, Series 65
Urbandale, IA
Foster Group, INC.
Dane Butler is a financial advisor at Foster Group, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Theisens. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach with a focus on diversified mutual funds, ETFs, and independent managers, offering tiered client service through CoreWealth, SignatureWealth, and SelectWealth.
Max S
Series 65
Urbandale, IA
Foster Group, INC.
Max Simmons is a Series 65-licensed advisor with Foster Group, Inc. in Urbandale, IA. He has been with Foster Group since 2024, with prior experience outside the financial industry. Foster Group, Inc. serves individuals—including high-net-worth clients—as well as corporate and institutional clients and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm emphasizes a long-term, asset-allocation-driven investment approach with diversified mutual fund and ETF exposure, combining digital tools and bespoke service tiers.
Ryan B
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Ryan Burden is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He has worked at Farm Bureau Financial Services and FBL Marketing Services since 2014. Outside of advisory work, he operates The Ryan Burden Agency, Inc., which focuses on insurance sales. 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 financial planning as a written service without direct ongoing portfolio management unless separately engaged.
Mick P
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Mick Poulsen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been affiliated with Equitrust Marketing Services LLC and Farm Bureau since 2011. Outside of his advisory role, Poulsen is involved in farming and ranching, growing and selling pumpkins on a small scale. 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 RBC-sponsored wrap platforms, and provides financial planning as a written deliverable.
Alex B
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Alex Bear is a Series 66-licensed financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, and has two years of industry experience. Prior to joining FBL Wealth Management, he held roles at FBL Marketing Services, FBL Financial Group, Sisecam Wyoming, Strata Worldwide, Intel Labs, and serves as an officer and platoon trainer with the Army National Guard. Outside of advising, he owns and operates a radon mitigation and measurement business on weekends. 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 sub-advisers for discretionary trading and provides written financial planning along with educational seminars and newsletters.
Ryan H
CFP®, ChFC®, Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Ryan Harklau is a CFP® and ChFC® with 22 years of experience in financial advisory roles. He is currently with FBL Wealth Management, LLC and has previously worked with FBL Financial Group and Farm Bureau Financial Services. Outside of his advisory role, he works as a radio reporter for Learfield Sports. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice and uses third-party sub-advisers for discretionary management while offering investment management through wrap-fee programs, financial planning, and educational seminars.
Patrick K
CFP®, ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Patrick Kessel is a CFP® and ChFC® with 22 years of experience, currently serving as an investment adviser representative at FBL Wealth Management, LLC. He has been affiliated with Farm Bureau and FBL Marketing Services since 2003. Outside of advisory work, he is a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. 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 operates mainly on a non-discretionary basis and offers educational seminars and newsletters as part of its client services.
Joshua S
Series 63, Series 65
Clive, IA
First Heartland Consultants, Inc.
Joshua Sievers is a financial advisor with First Heartland Consultants, Inc. in Clive, Iowa, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining First Heartland Consultants, he worked at Farm Bureau and Equitrust Marketing, both from 2010 to 2026. Outside of advisory work, Sievers has been active as a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2010. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and participants in employer-sponsored retirement plans. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis.
Dane S
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Dane Stahl is an investment adviser representative at FBL Wealth Management, LLC, holding a Series 66 credential with less than one year of industry experience. His prior work includes roles at FBL Financial Group and insurance sales with Farm Bureau Life and 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 non-discretionary investment management through third-party portfolio managers and provides financial planning as a written service separate from ongoing portfolio management.
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