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Andrew D
Series 66
West Des Moines, IA
Arete Wealth Advisors, LLC
Andrew Dorr is a Series 66-licensed financial advisor with Arete Wealth Advisors, LLC, located in West Des Moines, IA. He has 17 years of industry experience and has been with Arete Wealth Advisors and Arete Wealth Management since 2012. Outside of his advisory role, he serves as a trustee for Bergman Academy, a nonprofit foundation, and is a partner in several financial and tax preparation service businesses. 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 offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing both advisor-driven and proprietary rule-based model allocations.
Grayeson G
Series 66
Urbandale, IA
Independent Wealth Network, Inc.
Grayeson Griess is a financial advisor with Independent Wealth Network, Inc., holding a Series 66 credential and having two years of industry experience. His work history includes roles at DV Financial, Principal Securities Inc., Principal Life Insurance Company, Bankers Life Securities, Inc., and Bankers Life. Outside of advising, he works as an insurance agent and also does food delivery. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm utilizes a range of investment strategies and third-party managers to serve its clients and oversees approximately $518 million in assets.
Bart H
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Bart Hiner is a financial advisor at FBL Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and Morgan Stanley. Since 2020, he has also been affiliated with FBL Marketing Services and FBL Financial Group. FBL Wealth Management serves a diverse client base including high-net-worth individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, relying on third-party portfolio managers and sub-advisers, and provides financial planning and educational resources through a network of Investment Adviser Representatives.
Benjamin M
CFP®, Series 66
West Des Moines, IA
Arete Wealth Advisors, LLC
Benjamin Morrow is a CFP® with 15 years of industry experience, currently serving as an advisor at Arete Wealth Advisors, LLC. He has been with Arete Wealth Advisors and its affiliated entities since 2012 and also has a role at Insight Wealth Group since 2010. Outside of his advisory work, Morrow owns a media podcast called The Perfect Capitalism Project and serves as a board member of the Mosaic Foundation. 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 a combination of advisor-driven and proprietary model allocations and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.
Jared N
Series 63, Series 65, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jared Nelson is a financial advisor with FBL Wealth Management, LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has worked with Farm Bureau Financial Services and FBL Marketing Services, accumulating extensive experience since 2011. Outside of his advisory role, Nelson serves as a volunteer firefighter and ambulance driver for the Mt. Horeb Fire Department. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice and uses a combination of third-party discretionary managers and non-discretionary advisory relationships to implement client strategies.
Henry C
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Henry Cautin is an investment adviser representative with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. He has held various roles, including service positions at golf clubs such as The Estancia Club and Interlachen Country Club. FBL Wealth Management serves a diverse client base, including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice and uses third-party sub-advisers or overlay managers for discretionary trading, maintaining primarily non-discretionary advisor-level relationships.
Joseph L
CFP®, Series 66, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Joseph Lucas is a CFP® and holds Series 66 and Series 63 licenses, with 23 years of experience in the financial services industry. He is currently with FBL Wealth Management, LLC, having previously worked at Edward Jones. Outside of his advisory role, Lucas is involved in coaching and officiating high school athletics and participates in a nominating committee for Farm Credit Services of America. 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 written financial plans, emphasizing individualized advice and implementing strategies through third-party discretionary managers while maintaining primarily non-discretionary advisor-level relationships.
John M
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
John Massey III is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked at FBL Financial Group since 2024 and was previously with Country Investment Management and Farm Bureau Financial Services. Massey is also involved with FBl Marketing Services, LLC, an investment-related 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, financial plans, and educational seminars, focusing on individualized, primarily non-discretionary advice implemented via third-party sub-advisers and program arrangements.
Travis R
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Travis Rausch is a Series 66 licensed advisor with FBL Wealth Management, LLC in West Des Moines, IA, and has three years of industry experience. He previously worked at Nationwide Mutual Insurance Company for 15 years and has been associated with FBL Financial Group and FBL Marketing Services since 2022. 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, leveraging third-party portfolio managers and RBC-sponsored wrap platforms, and provides written financial planning along with educational seminars and newsletters.
Jon B
ChFC®, Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jon Barton is a financial advisor at FBL Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing and Dewaay Capital Management. His career has been primarily focused within the FBL Financial Group and its affiliates since 2019. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate clients by providing investment management through wrap-fee programs, financial planning, and educational resources. The firm operates mainly on a non-discretionary basis, relying on third-party managers for portfolio decisions, and emphasizes client suitability and education.
Alaina R
Series 65
Urbandale, IA
Foster Group, INC.
Alaina Riley is a financial advisor at Foster Group, Inc. with one year of industry experience. She holds a Series 65 designation and has prior experience in real estate, including roles at RE/MAX Concepts and Keller Williams of Greater Des Moines, as well as operating her own real estate firm. Additionally, she has served with the Catholic Foundation of Southwest Iowa. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach with a focus on diversified mutual funds and ETFs, offering tiered service levels and utilizing third-party platforms for account management and estate planning.
Lance P
Series 66
Urbandale, IA
integrity Advisory Solutions
Lance Presley is a financial advisor at Integrity Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and has held positions at firms including Wells Fargo Clearing, VOYA Financial Advisors, and Cetera Advisors. In addition to his advisory work, he is a licensed independent insurance agent in Urbandale, Iowa. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm provides comprehensive portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment approaches and third-party platforms.
Jared S
ChFC®, Series 65, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Jared Spangenberg is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including roles at Farm Bureau Financial Services since 2008 and FBL Marketing Services. Outside of his advisory work, he is president and treasurer of Spangenberg, Inc., a corporation initially formed for real estate investing that has had no activity since its formation. 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 planning, and educational seminars, emphasizing individualized advice and primarily non-discretionary client relationships supported by third-party discretionary managers.
Brian F
Series 66, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Brian Filinger is a financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, holding Series 66 and Series 63 licenses and possessing 29 years of industry experience. He has worked with FBL Marketing Services and Farm Bureau since 1997. 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 advice and utilizing third-party discretionary managers for trade execution.
Raechel M
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Raechel Mc Culley is a Series 66 licensed financial advisor with FBL Wealth Management, LLC, based in West Des Moines, Iowa. She has two years of industry experience and has been affiliated with FBL Financial Group and FBL Marketing Services since 2022. Outside of her advisory role, she works full-time as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities through investment management, financial planning, and educational services. The firm primarily uses third-party portfolio managers and operates with a mostly non-discretionary structure, emphasizing written financial plans and client suitability assessments.
Roger R
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Roger Robinson is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 license. He has 17 years of industry experience, including roles at Farm Bureau Financial Services since 2014 and FBL Marketing Services since 2008. FBL Wealth Management serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering investment management through wrap-fee programs and written financial planning. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party managers and sub-advisers, and provides educational seminars and newsletters as part of its service model.
Gregory O
CFP®
Urbandale, IA
Foster Group, INC.
Gregory Olsen is a CFP® professional at Foster Group, INC. with 22 years of industry experience. He has been with Foster Group in various capacities since 2006. Foster Group, Inc. serves individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach that emphasizes diversified exposure to mutual funds, ETFs, and institutional strategies, offering tiered service levels including a digitally-led CoreWealth option and more customized SelectWealth engagements.
Monte M
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Monte Mc Quigg is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American National Insurance Company for eight years. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes non-discretionary investment management through third-party portfolio managers and provides written financial planning along with educational seminars and newsletters.
Jacob M
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jacob Moffett is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. Prior to joining FBL, he worked at The Stimmel Agency (Farm Bureau Financial Services) and has experience selling insurance through Farm Bureau Life and Property and Casualty affiliates. FBL Wealth Management serves a broad range of clients including individuals, high-net-worth, retirement plans, trusts, nonprofits, and corporations, providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice with a non-discretionary advisor-client relationship model supported by third-party discretionary sub-advisers and maintains connections with the Farm Bureau distribution network.
Heidi P
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Heidi Perez is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior roles include positions at Ascend Technologies, Doextra CRM Solutions, and Mahaney Roofing Company. Outside of her advisory work, she manages land ownership through her personal trust in Benton, Kansas. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by offering investment management primarily through wrap-fee programs and written financial planning. The firm operates mainly on a non-discretionary basis, relying on third-party portfolio managers for day-to-day investment decisions, and provides educational seminars and newsletters as part of its client services.
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