Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Reed R

CFP®, Series 63

Urbandale, IA

Foster Group, INC.

Reed Rinderknecht is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has been with Foster Group in multiple periods since 1999. Foster Group, INC. advises individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm follows a long-term, asset-allocation-driven investment approach emphasizing diversified exposure to mutual funds, ETFs, and the use of independent managers and institutional fund strategies.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar
firm logo

Brian A

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Brian Aukes is a financial advisor at Integrity Advisory Solutions with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at VOYA Financial Advisors and Piper Sandler & Co. Aukes is also the owner and pilot of HALFFASTADVENTURES, LLC, a business involved in plane rides, restoration, flight instruction, and hangar rental. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, using fundamental and technical analysis and various asset-allocation strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Russell T

CFP®, ChFC®, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Russell Tigges is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at FBL Wealth Management, LLC. He has previously worked with FBL Financial Group and Farm Bureau Financial Services. Tigges has been involved with 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, relying on third-party portfolio managers and providing written financial planning along with educational seminars and newsletters.

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

Matthew N

Series 66

Urbandale, IA

Principal Advised Services

Matthew Nelson is a Series 66-licensed financial advisor with ten years of industry experience, currently with Principal Advised Services. His prior experience includes roles at Merrill Lynch Wealth Management and Sammons Financial Group. He also holds a position as Assistant Vice President in Advice, Education & Sales at Principal Bank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, leveraging proprietary models and third-party tools within the Principal Financial Group family.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar
firm logo

Justin B

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Justin Bach is a financial advisor at FBL Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group and New York Life Insurance Company. Outside of his advisory role, he serves as Vice President of Bach Precision Inc., a family-owned manufacturing business. 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 resources. The firm typically operates on a non-discretionary basis, relying on third-party portfolio managers and sub-advisers to implement investment decisions.

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

Emily C

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Emily Carpenter is an investment adviser representative at FBL Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and has worked at FBL Financial Group and FBL Marketing Services, LLC. Outside of her financial advisory role, she has worked as a substitute teacher for USD 266 Maize Unified School District since 2017. FBL Wealth Management serves a diverse range of individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers and offers investment management through wrap-fee programs, financial plans, and educational seminars.

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

William D

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

William Dunker is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Lion Street Financial, Princor Financial Services, Principal Life Insurance, VOYA Financial Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he volunteers as a baseball coach for a freshman team in Ankeny, Iowa. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a variety of investment approaches and leveraging third-party platforms to tailor portfolios and manage held-away retirement accounts.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Matthew A

Series 66

Bondurant, IA

Thrivent Advisor Network, LLC

Matthew Armstrong is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Thrivent Investment Management Inc., Thrivent Financial, Principal Life Insurance Co, Principal Securities Inc, Integrity Alliance, LLC, and VOYA Financial Advisors, Inc. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers and model portfolios, utilizing diversified investment approaches including mutual funds, ETFs, individual securities, and alternative investments.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar
firm logo

Elijah J

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Elijah Jorgenson is a financial advisor at FBL Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Cetera Wealth Services, North Star Resource Group, and Securian Financial Services. In addition to his advisory role, he is a full-time insurance agent affiliated with Farm Bureau Life and related companies. 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 along with educational seminars and newsletters.

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

Sheryl C

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Sheryl Curtis is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently with FBL Wealth Management, LLC in West Des Moines, IA. Her prior experience includes positions at TIAA-CREF, PNC Investments LLC, Cetera Investment Services, Merrill Lynch, and Bank of America. FBL Wealth Management serves a diverse range of individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized, non-discretionary advice implemented via third-party sub-advisers and leverages its affiliation with FBL Financial Group and the Farm Bureau distribution network.

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

Kristi S

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Kristi Smith is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 65 and Series 63 licenses and possessing 22 years of industry experience. She has been associated with Equitrust Marketing Serv LLC and Farm Bureau throughout her career. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management through wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and utilizing 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
user avatar
firm logo

Michael G

ChFC®, Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Michael Goodyear is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial industry. He has worked at Crump Life Insurance Services for 10 years before joining FBL Wealth Management, LLC, FBL Marketing Service, LLC, and FBL Financial Group in 2026. 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 emphasizes individualized, non-discretionary advice supported by third-party discretionary managers for execution.

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

Todd D

CFP®, ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Todd Davis is a CFP® and ChFC® with 10 years of experience in financial services. He is currently with FBL Wealth Management, LLC, where he has worked in various capacities since 2015. Prior to his current role, he held positions within FBL Financial Group and FBL Marketing Services. 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 while relying on third-party managers for discretionary trading.

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

Lucas B

Series 63, Series 65

Clive, IA

Mutual Of Omaha Investor Services, Inc.

Lucas Bonstrom is an advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining the financial services sector, he worked at Smart Honda of Des Moines for two years and has a background in education spanning 15 years. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and serves clients by recommending and monitoring MOIS-approved model portfolios.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Jacob B

Series 63, Series 66

Ankeny, IA

Principal Advised Services

Jacob Bergman is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked across multiple entities within the Principal Financial Group since 2022, including roles at Principal Bank and Principal Life Insurance Company. Bergman’s current position involves providing one-on-one investment advice to retirement plan participants regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program, leveraging its affiliation with Principal Financial Group to provide integrated product access and operational support.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar
firm logo

Jacob G

Series 66

Ankeny, IA

Principal Advised Services

Jacob Green is a financial advisor with Principal Advised Services in Ankeny, IA, holding a Series 66 credential with one year of industry experience. Prior to joining Principal, he worked in the renewable energy sector, including roles at Chevron Renewable Energy Group and Renewable Energy Group. At Principal, he provides one-on-one investment advice to retirement plan participants and supports sales of bank deposit products through Principal Bank. Principal Advised Services delivers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, offering access to affiliated products and a range of discretionary and non-discretionary investment solutions.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar
firm logo

John M

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

John Mahan is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and five years of industry experience. His career includes roles at FBL Financial Group and Ameriprise Financial Services LLC. 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, written financial plans, and educational seminars, emphasizing individualized advice and utilizing third-party managers for discretionary trading.

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

Andre S

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Andre Stubbs is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Raymond James Financial Services, Willow Creek Capital Management, and First Interstate Bank. He is also an insurance agent affiliated with Farm Bureau Life and its related companies. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients by providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized, non-discretionary advice implemented via third-party sub-advisers, and integrates affiliated broker-dealer and insurance channels in its service model.

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

Jerad G

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Jerad Grove is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with FBL Marketing Serv and Mountain West Farm Bureau Insurance since 2015. Grove serves as a board member of a nonprofit organization in Butte, Montana, and is involved in several business ventures including partnerships and management of Farm Bureau-related entities. 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 utilizing third-party sub-advisers and overlay managers for discretionary trading.

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

Daniel S

PFS™, Series 63

West Des Moines, IA

Arete Wealth Advisors, LLC

Daniel Smith is a financial advisor at Arete Wealth Advisors, LLC in West Des Moines, IA, holding the PFS™ designation and Series 63 license with 27 years of industry experience. He has been with Arete Wealth Management since 2018 and also has experience at Insight Tax & Accounting Services and Broker Dealer Financial Services. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers, acting as an ERISA fiduciary when applicable.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)