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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.

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

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

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

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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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.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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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.

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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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.

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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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.

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

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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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.

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

Options & derivatives strategies
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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.

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

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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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.

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

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

Annuities General estate planning guidance
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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.

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

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

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

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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