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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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William S

CFP®, Series 63

Waukee, IA

Steele Capital Management, Inc.

William Streff is a CFP® with 17 years of industry experience. He is currently with Steele Capital Management, Inc., where he has worked since 2026. Prior to this, he was with Streff Wealth Management for eight years and Iron Horse Wealth Management for five years. Steele Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, and company-sponsored retirement plans. The firm employs a long-term, buy-and-hold investment approach focused on low-fee, tax-advantaged, and passive investments, along with selective active management.

General retirement planning Social Security optimization Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ashlee V

CFP®

West Des Moines, IA

Foster Group, INC.

Ashlee Vieregger is a CFP® professional with five years of industry experience. She has worked at Foster Group, Inc. since 2021 and previously at Bankers Trust Company from 2015 to 2021. 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 utilizes a range of service programs, third-party platforms, and fiduciary oversight to support its multi-team operations.

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 holds a Series 66 license with 14 years of industry experience. She currently works at Compound Planning, Inc., where she has been since 2025. Prior to this, she worked at Choreo, LLC for three years and spent twelve years at RSM US Wealth Management LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. Their investment process focuses on customized, risk-based model allocations using ETFs, direct indexing, and alternative strategies, supported by third-party sub-advisors and technology partnerships.

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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Amy G

Series 63, Series 65

West Des Moines, IA

Foster Group, INC.

Amy Gonder is a financial advisor at Foster Group, Inc. in West Des Moines, IA, holding Series 63 and Series 65 licenses with three years of industry experience. She is the owner of Ollie and Co, a business focused on creating and promoting products, and she also coaches fitness at CrossFit 50211. Amy has held prior roles at Northwestern Mutual Wealth Management Company, Premier Event Management, and other firms. 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 individual service programs alongside institutional portfolio management.

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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Alex P

Series 66

West Des Moines, IA

Arete Wealth Advisors, LLC

Alex Perez Andrade is a financial advisor at Arete Wealth Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Principal Securities Inc., and Principal Life Insurance Company. 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 primarily manages assets on a discretionary basis using both advisor-driven and proprietary, rule-based model allocations, and it employs a comprehensive due-diligence process for recommended managers and private investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management 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 a diverse client base including individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes various asset-allocation strategies and third-party platforms to provide tailored advisory services.

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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Brenton F

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Brenton Feuchtenberger is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been associated with Equitrust Marketing Services LLC and Farm Bureau since 2011. Outside of his advisory role, he is active as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily utilizes a non-discretionary investment approach through third-party portfolio managers and sub-advisers, 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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Ross P

CFP®, Series 65

West Des Moines, IA

Foster Group, INC.

Ross Polking is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Foster Group, Inc. since 2009, working through various roles within the firm. 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 grounded in Modern Portfolio Theory and offers tiered service programs alongside institutional portfolio management and consulting.

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

Series 66, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Brandon Kirby is a financial advisor with FBL Wealth Management, LLC, holding Series 66, Series 63, and Series 65 licenses and seven years of industry experience. Prior to joining FBL Wealth Management, he worked at Fortius Energy, LLC and First Colony Mortgage, and has long-term experience with First Priority Exams, LLC. 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, written financial plans, and educational seminars, emphasizing individualized advice and using 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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Boedy T

Series 66

Des Moines, IA

Principal Advised Services

Boedy Tracy is a Series 66-licensed financial advisor with Principal Advised Services in Des Moines, IA, with three years of industry experience. Their prior work includes roles at Wells Fargo and Mutual of Omaha. Tracy also serves as a retirement consultant, providing one-on-one investment advice to Principal retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates within the Principal Financial Group family, which allows access to affiliated products and integrated services.

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

CFP®, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Robert Pickle III is a CFP® with 14 years of experience and serves as an Investment Adviser Representative at FBL Wealth Management, LLC in West Des Moines, IA. He has been associated with FBL Marketing Services and Farm Bureau Financial Services since 2014. Outside of his advisory role, he is involved as an owner and CFO of Pickle, P.C., an entity related to Farm Bureau commissions. FBL Wealth Management serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations, providing investment management primarily through non-discretionary third-party managers. The firm emphasizes written financial planning and educational resources while generally not accepting discretionary trading authority directly.

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