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Christopher B

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Christopher Bjerke is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Farm Bureau since 2007 and FBL Marketing Services LLC since 2012. Outside of advisory work, he is a compensated singer in the Bjerke Brothers Band. 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 resources. The firm primarily uses third-party portfolio managers and operates with a non-discretionary investment structure.

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

Series 66, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Andrew Floerke is a financial advisor with FBL Wealth Management, LLC, holding Series 66, 63, and 65 licenses and 16 years of industry experience. He has been associated with FBL Marketing Services and Farm Bureau since 2010. Outside of his advisory role, he serves as a soccer official for youth and high school games. 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 primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and employing 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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Zachary D

CFP®, Series 65

West Des Moines, IA

Foster Group, INC.

Zachary Dalluge is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently an advisor at Foster Group, Inc., where he has worked since 2018. Prior to his financial services career, he served two years in the Iowa House of Representatives and worked at Principal Financial Group. 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 and offers tiered service programs alongside institutional portfolio management and fiduciary oversight.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Barry W

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Barry Waugh is a financial advisor at FBL Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Cambridge Investment Research and FBL Financial Group. Outside of his advisory role, he serves as a volunteer board member for Iowa Prep Baseball, where he helps prepare athletes for high school baseball. 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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Gregory C

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Gregory Clark is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Gallagher, FBL Financial Group, and FBL Marketing Services. Outside of advisory work, he is involved with Fitness Installation Inc., where he installs gym floors. 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 uses third-party portfolio managers and operates a mainly non-discretionary advisory model.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Michael Smith is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Farm Bureau Financial Services and FBL Marketing Services since 2002. 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 offering 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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Kyle S

Series 65

West Des Moines, IA

Avantax Planning Partners, Inc.

Kyle Sperfslage is a financial advisor at Avantax Planning Partners, Inc. in Dubuque, IA, holding a Series 65 designation with four years of experience at the firm. His prior work includes roles at Prinsco and the University of Northern Iowa. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by a centralized investment advisory committee and offers tax-intelligent overlays where elected.

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

Series 65

West Des Moines, IA

Foster Group, INC.

Connor Hoeft is a financial advisor at Foster Group, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Foster Group, he worked at Holmes Murphy for two years and has a background that includes roles at Sprout Social and the University of Iowa. Foster Group, Inc. serves 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 utilizing diversified mutual funds, ETFs, independent managers, and institutional strategies, with service tiers tailored to different client needs.

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

CFP®, Series 63, Series 65

West Des Moines, IA

Foster Group, INC.

Matthew Abels is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Foster Group, Inc. in West Des Moines, IA. He has been with Foster Group since 2016 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a director of a hog management business. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individual, institutional, and retirement plan clients. The firm offers tiered service programs and employs a long-term, asset-allocation driven investment approach using mutual funds, ETFs, and independent managers, supported by various third-party tools and fiduciary oversight.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Brandon A

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Brandon Avery is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been affiliated with Equitrust Marketing Services LLC since 2011 and Farm Bureau since 2010. Outside of advisory services, he operates the Brandon Avery Agency, Inc., an insurance sales business. FBL Wealth Management serves a diverse range of clients, including individual investors, retirement plans, trusts, and charitable organizations, offering investment management primarily through third-party portfolio managers and written financial planning. The firm’s model emphasizes a non-discretionary 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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Kyle E

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Kyle Emrick is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 license. He has eight years of industry experience and has been affiliated with various entities within the FBL Financial Group since 2018. FBL Wealth Management serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice through non-discretionary relationships, leveraging third-party sub-advisers for discretionary trading, and offers services such as investment management, financial planning, and educational seminars.

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

Series 66

Des Moines, IA

Principal Advised Services

Jenny Borcherding is a financial advisor at Principal Advised Services with 21 years of industry experience. She holds a Series 66 designation and has been affiliated with Principal Life Insurance Company and Principal Financial Services since 2006. Her role includes investment advisory responsibilities within the Principal Financial Group family of companies. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group, granting 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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Eric T

CFP®, ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Eric Tegrootenhuis is a CFP® and ChFC® with 38 years of industry experience, currently serving at FBL Wealth Management, LLC in West Des Moines, IA. He has a long tenure with Farm Bureau Insurance and FBL Marketing Services, alongside a 34-year career at West Lyon School. Outside of his advisory role, he owns and operates a hog farm in Sioux County, Iowa. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, providing investment management primarily through wrap-fee programs and written financial planning. The firm uses a network of Investment Adviser Representatives and relies on third-party portfolio managers for day-to-day investment decisions, typically operating on a non-discretionary basis.

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

CFP®, Series 65

West Des Moines, IA

Foster Group, INC.

Andrew Mullan is a CFP® and Series 65-registered advisor at Foster Group, Inc. with seven years of industry experience. His career includes seven years at Gannon Real Estate before joining Foster Group, where he has worked continuously since 2018. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, institutional clients, and retirement plans. The firm offers tiered service programs ranging from digitally-led to fully customized options, employing a long-term, asset-allocation approach primarily using mutual funds and ETFs, and integrates third-party technology and partnerships into its service model.

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

Series 63, Series 66, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Chad Christensen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been associated with FBL Marketing Services and Farm Bureau Financial Services since 2013. Christensen also works as a full-time insurance agent affiliated with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individuals, high-net-worth, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial planning, non-fiduciary retirement-plan services, and educational seminars, emphasizing individualized advice and a combination of strategic and tactical investment approaches.

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

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Timothy Mars is a financial advisor at FBL Wealth Management, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Farm Bureau and FBL Marketing Services since 2015. 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 uses third-party portfolio managers and operates with a non-discretionary structure, emphasizing client-directed investment decisions.

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

Series 63, Series 66

Des Moines, IA

Principal Advised Services

Michael Schultz is a financial advisor at Principal Advised Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within the Principal Financial Group since 2017. Outside of his advisor role, he is the owner of SMB, LLC. 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 combines third-party tools and proprietary models and benefits from integration with affiliated Principal Financial Group entities to deliver its services.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Wayne B

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Wayne Burkhart is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Equitrust Marketing Services LLC and Farm Bureau since 2011. Burkhart is also a full-time insurance agent affiliated with Farm Bureau Life and Property and Casualty. 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 uses third-party portfolio managers and operates with a non-discretionary structure, emphasizing client-directed investment decisions.

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

Series 65

West Des Moines, IA

Beacon Capital Management, Inc.

Adam Roepsch is a financial advisor at Beacon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Beacon Capital Management and Sammons Financial since 2021. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, trusts, and institutional clients. The firm employs mechanical, data-driven tactical allocation strategies primarily executed with ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Adam W

ChFC®, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Adam Weibel is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Charles Schwab & Co. and TD Ameritrade. Outside of his advisory work, he serves as vice president of a local Business Networking International chapter, overseeing new member approvals. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, and nonprofits, offering investment management through various program arrangements. The firm focuses on individualized, primarily non-discretionary advice while utilizing third-party managers for discretionary execution.

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