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Andrew M

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Andrew Mullan is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Foster Group, Inc. since 2018, following seven years at Gannon Real Estate. 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 with a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds and ETFs, offering tiered service levels and digital tools to support financial planning and portfolio management.

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 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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Kent G

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Kent Gethmann is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Security Bank, Farmers Trust & Savings Bank, and Mesirow Financial, Inc. He is also a full-time insurance agent affiliated 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 through wrap-fee programs, financial planning, and educational resources. The firm primarily uses third-party portfolio managers for day-to-day investment decisions 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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Chad T

CFP®, Series 63

Des Moines, IA

Mariner Independent

Chad Tramp is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Mariner Independent and has held roles at RSM US Wealth Management, Choreo Advisors, and others. He serves as president of a single-family office, DVMFO LLC, where he manages family office activities including investment allocation, estate planning, and tax planning. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliated entities.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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Jodi B

Series 66

Pleasant Hill, IA

Savvy

Jodi Breheny is a financial advisor at Savvy with 27 years of industry experience. She holds a Series 66 designation and previously worked at Farm Bureau Financial Services for over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, using proprietary technology and quantitative tools.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Matthew B

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Matthew Brunson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with FBL Financial Group since 2023 and previously with Farm Bureau Financial Services and FBL Marketing Services. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, and institutions, providing investment management through wrap-fee programs and written financial plans. The firm emphasizes individualized advice and relies on third-party sub-advisers for discretionary account management.

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

Series 63, Series 66

Grimes, IA

Independent Wealth Network, Inc.

Russell Kramer is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 13 years and has been with K&S Financial Services for over two decades. Outside of his advisory role, he serves on the finance committee of the Dallas Center Education Foundation and owns a futures trading business focused on hedging for corn and soybean producers. Independent Wealth Network, Inc. provides advisory services to a broad range of clients including individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a variety of investment strategies, including discretionary portfolio management and uses both fundamental and technical analysis tailored to client goals and risk tolerances.

Options & derivatives strategies
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Ashlee V

CFP®

Urbandale, IA

Foster Group, INC.

Ashlee Vieregger is a CFP® professional at Foster Group, Inc. with five years of industry experience. She previously worked at Bankers Trust Company and Moneta Group Investment Advisors, LLC. Ashlee has been with Foster Group since 2021. Foster Group, Inc. serves individual, corporate, institutional, and retirement plan clients, managing approximately $4.78 billion across nearly 2,000 relationships through a team of 54 advisors. The firm employs a long-term, asset-allocation driven investment approach focused on diversified mutual funds and ETFs, offering tiered service levels and utilizing digital platforms for portfolio and estate planning management.

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

CFP®, Series 66

Johnston, IA

Compound Planning, Inc.

Joleen Scheer is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. She currently works at Compound Planning, Inc. and previously spent 12 years at RSM US Wealth Management LLC and three years at Choreo, LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a mix of long-term buy-and-hold strategies and tactical tools, including direct indexing and tax-loss harvesting, supported by continuous monitoring and documented oversight.

Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive Values-based investing
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Amy G

Series 63, Series 65

Urbandale, IA

Foster Group, INC.

Amy Gonder is a financial advisor at Foster Group, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company. Outside of financial advising, she owns Ollie and Co, a business focused on creating and promoting products, and is a coach at CrossFit 50211. 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 emphasizes a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds and ETFs, and offers tiered service levels ranging from digitally-led CoreWealth to bespoke SelectWealth engagements.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Robert Bowen is a financial advisor at FBL Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with FBL Financial Group since 1999. Outside of his advisory work, Bowen has a background in insurance sales through 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 through wrap-fee programs, financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary investment model.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Shanda Swinehart is a financial advisor with FBL Wealth Management, LLC, holding the Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior roles include positions at Thrivent Financial, State Farm Investment Management Corp, and Citizens Bank of Kansas. Outside of advising, she assists with financial recordkeeping for a family-owned automotive retail business. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm delivers investment management through wrap-fee programs and written financial plans, emphasizing individualized advice and utilizing 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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Douglas H

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Douglas Holtmeier is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at LPL Financial for ten years before joining FBL Financial Group and its affiliated entities in 2021. Outside of his advisory role, Holtmeier is president of Wynk Boutique, a women’s clothing store, and serves as an independent basketball and football official at the high school and middle school levels. 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 and written financial plans. The firm emphasizes individualized advice with primarily non-discretionary client relationships, relying on third-party sub-advisers or overlay managers for discretionary trading.

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

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Jessica Stewart is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Primerica Advisors. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using various asset-allocation strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Tyler L

CFP®, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Tyler Langel is a CFP® and Series 66-registered advisor with 19 years of industry experience. He is affiliated with FBL Wealth Management, LLC and has been associated with FBL Marketing Services and Farm Bureau Financial Services since 2012. Outside of his advisory role, he owns and operates a farm in Omaha, Nebraska. FBL Wealth Management serves a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily utilizes third-party portfolio managers and sub-advisers for investment management and provides financial planning through written reports and educational resources.

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

Series 66

Des Moines, IA

Principal Advised Services

Jagar Vanderheiden is a financial advisor with Principal Advised Services in Des Moines, IA. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party tools, serving clients with solutions supported by its affiliation with Principal Financial Group and related entities.

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