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1,662 advisors near
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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.
Bryce L
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Bryce Livingston is an advisor at FBL Wealth Management, LLC, holding Series 63 and Series 65 designations. He has been associated with FBL Financial Group and Oklahoma Farm Bureau Insurance since 2020 and previously worked at Harber A/c & Refrigeration from 2016 to 2020. 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 plans, and educational seminars, emphasizing individualized, primarily non-discretionary advice implemented via third-party sub-advisers and overlay managers.
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
Urbandale, IA
Foster Group, INC.
Brenton Carlson is a financial advisor at Foster Group, INC. with five years of industry experience. He holds a Series 65 designation and has been with Foster Group since 2018. Foster Group serves a range of individual and institutional clients, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation approach using primarily low-cost mutual funds and ETFs, and integrates technology and third-party platforms to enhance portfolio monitoring and estate planning.
Daniel G
Series 63, Series 66
Urbandale, IA
Foster Group, INC.
Daniel Giles is a financial advisor with Foster Group, Inc. in Urbandale, IA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Farmers State Bank, Delaware Life Insurance Company, and Sammons Financial Network. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach using low-cost mutual funds and ETFs, supported by various technology platforms and tiered, advisor-led family planning for complex households.
Danielle V
Series 63, Series 66
West Des Moines, IA
Arete Wealth Advisors, LLC
Danielle Vandehaar is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has been with Arete Wealth Management LLC and SilverCap Wealth Management since 2012. 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 model allocations, and it integrates services with affiliated financial businesses and product channels.
Kristen C
Series 63, Series 66
West Des Moines, IA
Arete Wealth Advisors, LLC
Kristen Crouthamel is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Broker Dealer Financial Services. Outside of her advisory role, she serves on several community boards including the Guthrie Center Chamber of Commerce and the Guthrie County Conservation Board, and acts as a notary public in Iowa. 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 model allocations and integrates with affiliated financial businesses and product channels in its service offerings.
Thomas G
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Thomas Graff is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Since 2021, he has also been active as a full-time insurance agent with Farm Bureau Life and its affiliates. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily employs a non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and provides written financial planning along with educational seminars and newsletters.
Travis R
CFA®
Urbandale, IA
Foster Group, INC.
Travis Rychnovsky is a CFA® charterholder with 20 years of industry experience. He has been with Foster Group, INC. since 2014. Foster Group serves individual and institutional clients—including high-net-worth individuals, trusts, and retirement plans—offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach primarily using low-cost mutual funds and ETFs, supported by technology platforms and independent managers.
Christopher M
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Christopher Mayer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with Farm Bureau since 2008 and has been involved with FBL Marketing Services, LLC since 2012. He also serves as a trustee and beneficiary of the Geiger Trust. FBL Wealth Management serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management primarily through wrap-fee programs and relies on third-party sub-advisers for discretionary trading while emphasizing individualized, non-discretionary advisory relationships.
Arthur D
CFP®, Series 63
Urbandale, IA
Independent Wealth Network, Inc.
Arthur Dinkin is a CFP® professional with 36 years of industry experience. He is affiliated with Independent Wealth Network, Inc. and Emerson Equity LLC, and has held roles at Brokers International Financial Services and Ameritas Investment Company. Outside of his advisory work, he serves on the board of Iowa Swimming Inc. and officiates high school swim meets. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies, including discretionary portfolio management and third-party models, overseeing approximately $518 million in client assets.
Wayne S
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Wayne Smith is a financial advisor at FBL Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group since 2020. Outside of his advisory role, he has involvement with Farm Bureau Life and Affiliates in a non-investment capacity. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm delivers investment management primarily through third-party portfolio managers and emphasizes a non-discretionary advisory model combined with written financial planning and educational resources.
Brittany H
CFP®, Series 65
Urbandale, IA
Foster Group, INC.
Brittany Heard is a CFP® with 11 years of experience in the financial advisory industry. She has been with Foster Group, INC. since 2015, holding various roles within the firm over that time. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and utilizes low-cost mutual funds and ETFs alongside technology platforms to enhance portfolio monitoring and family planning services.
Troy P
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Troy Perchal is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Equitrust Marketing Services LLC and Farm Bureau since 2005. 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, written financial plans, and educational seminars, emphasizing individualized advice supported by third-party discretionary managers.
Eric S
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Eric Siegfried is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at FBL Financial Group, FBL Marketing Services, Farm Bureau Financial Services, and Farmers Insurance Group John Elliott Agency. 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 written financial plans, emphasizing individualized advice and non-discretionary client relationships supported by third-party discretionary managers.
James R
Series 63, Series 65
Des Moines, IA
Altitude Capital Management LLC
James Rhodes is a financial advisor with Altitude Capital Management LLC in Des Moines, IA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Altitude Capital Management in 2026, he worked at Whitney and Associates, Redbird Insurance, Wells Fargo, and Principal Securities. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of strategies tailored to client objectives and risk tolerance, managing $103.6 million in discretionary assets across multiple teams.
Brent A
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Brent Adams is a financial advisor at FBL Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group and Country Insurance & Financial Services. Adams is based in West Des Moines, Iowa. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice and uses third-party discretionary managers for trading while maintaining primarily non-discretionary advisory relationships.
Rachel W
Series 63, Series 65
Des Moines, IA
Principal Advised Services
Rachel Waldo is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked with various entities within Principal Financial Group since 2004. Outside of her advisory role, she is a board member for the Lake Panorama Association and is involved in local community activities including photography for Central Iowa Publishing and administrative support at a dance studio. 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 investment management program. The firm integrates third-party and proprietary methodologies and operates within the Principal Financial Group family, enabling access to affiliated products and trading services.
Joe H
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Joe Hazelbaker is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with FBL Financial Group since 2002 and FBL Marketing Services since 2012. Outside of his advisory role, he is involved in insurance sales with Farm Bureau Mutual Insurance Company of Idaho and receives referral fees from Farm Bureau Bank and Idaho Farm Bureau Financial Services. 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 advisory model.
Ashley M
CFP®, ChFC®, Series 63, Series 65
Urbandale, IA
Foster Group, INC.
Ashley Maher Widen is a CFP® and ChFC® with 21 years of experience in the financial services industry. She is currently with Foster Group, INC. and has previously worked at Principal Securities, Principal Life Insurance, Prudential Insurance Company of America, and related firms. Outside of her advisory work, she is the founder of The Travelista Collective, a travel community for women organizing group trips. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm uses a long-term, asset-allocation approach with low-cost mutual funds and ETFs, supplemented by technology and third-party platforms to provide tiered, advisor-led wealth management and institutional services.
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1,662 advisors near
50315
within the area shown on the map
Out of 400,000+ nationwide