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1,640 advisors near
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Brandy L
CFP®, ChFC®, Series 63
Urbandale, IA
Principal Advised Services
Brandy Lamp is a financial advisor with Principal Advised Services, holding the CFP®, ChFC®, and Series 63 designations and bringing 29 years of industry experience. She has extensive tenure within Principal-affiliated firms, including Principal Financial Services and Principal Life Insurance Company. 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 integrates third-party and proprietary models, serving clients through its affiliation with the Principal Financial Group family.
Cindy J
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Cindy Jensen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 designations and over 23 years of industry experience. She has been affiliated with FBL Financial Group since 2026 and operates Jensen Accounting, an income tax practice she founded in 1992. Jensen also has experience in insurance through Farm Bureau, where she has been a full-time agent since 2003. 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 primarily through wrap-fee programs and non-discretionary advisory relationships, implementing strategies developed around clients’ objectives and risk tolerance with execution carried out by third-party discretionary managers.
Scott B
ChFC®, Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Scott Badger is a ChFC® credentialed financial advisor with 24 years of industry experience. He is currently with FBL Wealth Management, LLC and has served as an insurance agency manager at Farm Bureau since 2016. Outside of advising, he is involved in property development in Colorado alongside a business partner. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, and corporations, providing investment management primarily through wrap-fee programs and customized financial plans. The firm emphasizes individualized, non-discretionary advice combined with discretionary trading managed by third-party sub-advisers.
Scott E
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Scott Evans is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked with FBL Marketing Services since 2015 and Farm Bureau Financial Services since 2013. Outside of investment advisory, he operates the Scott Evans Agency Inc, an insurance sales business. 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 and financial planning, emphasizing individualized advice implemented via strategic asset allocation and a combination of fundamental and technical analysis.
Blair S
Series 65, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Blair Slaughter is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses with three years of industry experience. He has held roles at FBL Financial Group and NYLIFE Securities LLC, among others, and is also a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, primarily non-discretionary advice using strategic and tactical asset allocation, and integrates affiliated broker-dealer and insurance channels in delivering its services.
James B
Series 63, Series 65
Carlisle, IA
Principal Advised Services
James Berg is a financial advisor at Principal Advised Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Principal Securities Inc. and Principal Life Insurance Company since 1998. 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, utilizing a combination of third-party methodologies and proprietary models.
Teresa M
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Teresa Meyer is a ChFC® and Series 63 licensed advisor with 43 years of industry experience. She is affiliated with FBL Wealth Management, LLC in West Des Moines, IA, and has been involved with FBL Marketing Services, LLC since 1982 and Farm Bureau Insurance since 1981. 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 a largely non-discretionary investment structure.
Vicki M
Series 65
Windsor Heights, IA
Royal Fund Management, LLC
Vicki Monaco is a financial advisor with Royal Fund Management, LLC in Des Moines, IA, holding a Series 65 designation and 14 years of industry experience. She has worked at Royal Fund Management since 2013 and has been involved with Life & Legacy, LLC since 2006, where she serves as Executive Director and Insurance Agent, focusing on the sale of life, long-term care, and fixed annuities. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of analytical approaches to implement investment strategies tailored to client risk tolerances and offers specialized services including options writing and access to select alternative investments.
Barbara C
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Barbara Collins is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 license. She has 44 years of industry experience, including long-term roles at FBL Financial Group and FBL Marketing Services. She is also president of Collins Inc., where she manages corporate cash flow and decision-making. 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 discretionary decisions and operates with a non-discretionary structure that is less common among large enterprise advisers.
Marcus I
CFP®, Series 65
West Des Moines, IA
Foster Group, INC.
Marcus Iwig is a CFP® and Series 65-licensed advisor with 14 years of industry experience. He is currently with Foster Group, INC., where he has worked since 2016. 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 ranging from digital options to customized wealth management.
Kristopher K
ChFC®, Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Kristopher Kemmer is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® designation and securities registrations Series 63 and Series 65. His prior work includes roles at FBL Financial Group and Country Insurance & Financial Services. 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 written financial planning alongside educational seminars and newsletters.
Christopher M
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Christopher Madsen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds a Series 66 designation and is new to the industry, having started his advisory career recently. Prior to this role, his background includes a variety of positions across different sectors and businesses. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on individualized advice and employs a mix of strategic and tactical asset allocation, value-oriented selections, and fundamental and technical analysis, with most advisory relationships conducted on a non-discretionary basis and discretionary trading managed by third-party sub-advisers.
Daniel R
CFP®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Daniel Ricklefs is a Certified Financial Planner® (CFP®) with 17 years of industry experience. He is currently with FBL Wealth Management, LLC and has previously worked at Farm Bureau Financial Services and Country Financial. Ricklefs has been involved in investment advisory and financial planning services through FBL Marketing Services, LLC. FBL Wealth Management serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and utilizing third-party managers for discretionary trading.
Trina P
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Trina Pace is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation. She has been with FBL Financial Group and its related entities since 2025 and has prior experience in construction with Brown Brothers Construction Co., Inc. since 2012. FBL Wealth Management serves a diverse group of individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial planning, non-fiduciary retirement-plan services, and educational seminars. The firm emphasizes individualized advice delivered primarily through non-discretionary relationships while using third-party managers for discretionary trade execution.
Michael M
Series 65
West Des Moines, IA
Beacon Capital Management, Inc.
Michael Mock is a financial advisor at Beacon Capital Management, Inc. with three years of industry experience. He holds a Series 65 designation and also serves as Senior Vice President of Wealth Management Strategy at Sammons Financial Group. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms, retail advisors, and registered investment companies. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, trusts, and other institutional clients, utilizing data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.
Andrew R
CFP®, Series 63, Series 66
West Des Moines, IA
Beacon Capital Management, Inc.
Andrew Rinn is a CFP® with 23 years of industry experience, currently serving at Beacon Capital Management, Inc. He has held positions at Midland National Life Insurance Company, Sammons Financial Network, and Ameritas entities. Rinn is also the Secretary of the Society of Financial Service Professionals, a nonprofit role involving oversight of meeting minutes and bylaws without compensation. Beacon Capital Management provides investment advisory services primarily to retail investors through third-party intermediaries. The firm employs tactical, data-driven strategies using ETFs and mutual funds, managing model portfolios and offering discretionary account management for individuals, retirement plans, trusts, and registered investment companies.
Leonard S
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Leonard Seeton is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license. He has 27 years of industry experience, including roles at FBL Financial Group and Farm Bureau Financial Services. Outside of his advisory work, he is involved in non-investment related business activities, including partnerships in entities managing rental properties and luxury real estate. FBL Wealth Management serves a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations, providing investment management primarily through third-party portfolio managers. The firm emphasizes a non-discretionary investment approach and offers financial planning as a written service alongside educational resources.
Christopher J
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Christopher James is an investment adviser representative with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at FBL Financial Group, Thrivent Financial, Wells Fargo Home Mortgage, and Veridian Credit Union. Outside of finance, he has worked as a bartender at a local establishment called The Chicken. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities, primarily providing investment management through wrap-fee programs and written financial planning. The firm operates mainly on a non-discretionary basis, utilizing third-party portfolio managers and sub-advisers for day-to-day investment decisions, and offers educational seminars and newsletters as part of its client services.
Brenton C
Series 65
West Des Moines, IA
Foster Group, INC.
Brenton Carlson is a financial advisor at Foster Group, Inc. with four years of industry experience. He holds a Series 65 designation and has been with Foster Group since 2018 in various roles. Foster Group, Inc. provides investment management, financial planning, and qualified-plan consulting to individuals, high-net-worth clients, institutional clients, and retirement plans. The firm’s investment approach is long-term and asset-allocation driven, using primarily mutual funds and ETFs, including Dimensional funds, and offers tiered service programs alongside institutional portfolio management and consulting.
Daniel G
Series 63, Series 66
West Des Moines, IA
Foster Group, INC.
Daniel Giles is a financial advisor at Foster Group, Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Farmers State Bank, Delaware Life Insurance Company, Sammons Financial Network, and Canon Solutions America. 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 individual service programs alongside institutional portfolio management and consulting.
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1,640 advisors near
50321
within the area shown on the map
Out of 400,000+ nationwide