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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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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 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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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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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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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.

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

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

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

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

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

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