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Mikayla P

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Mikayla Philipp is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 designations and one year of industry experience. Her prior work experience includes roles within FBL Financial Group and coaching high school girls’ soccer at Apex Academy. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm delivers investment management primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and working with third-party managers for discretionary trading.

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

Series 63, Series 65

Clive, IA

Mutual Of Omaha Investor Services, Inc.

Luke Ter Hark is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Mutual of Omaha, he worked at Northwestern Mutual and Pharmacist Mutual Insurance Company. Outside of advisory work, he is involved with TerHark Financial Services LLC and is a partner in a real estate development business through K3L Enterprises, LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Mathew S

CFP®, ChFC®, Series 63

Urbandale, IA

Foster Group, INC.

Mathew Stagner is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Foster Group, INC. and has previously worked at VOYA Financial Advisors, Inc. and Principal Financial Services. Outside of his advisory role, he serves as treasurer for a neighborhood association, contributes to an NFL fan blog for the Kansas City Chiefs, and is a featured speaker on topics related to the disability community, government benefits, and special needs planning. Foster Group serves individual and institutional clients through a variety of wealth management and advisory services, employing a long-term, asset-allocation approach that primarily uses low-cost mutual funds and ETFs. The firm combines technology and third-party platforms with advisor-led family planning and portfolio management to support complex households and institutional accounts.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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Michelle E

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Michelle Ernst is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and having eight years of industry experience. She has worked extensively within the FBL Financial Group and its affiliates since 2011. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporate entities. The firm provides investment management through wrap-fee programs, financial planning, and retirement-plan services, emphasizing individualized advice and implementing strategies with the assistance of third-party discretionary managers.

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

ChFC®, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Corey Hodges is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at FBL Financial Group, Farm Bureau Financial Services, and Country Trust Bank. Hodges also provides financial planning services through FBL Investment Management Services, Inc. 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 via wrap-fee programs, written plans, and educational seminars, 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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Jason S

ChFC®, Series 63, Series 65, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jason Street is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 21 years of industry experience and has worked at firms including Principal Financial Services, Voya, Farm Bureau Financial, and FBL Financial Group. In addition to his advisory role, he is involved in selling insurance through Farm Bureau Life and affiliates. 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 various programs and emphasizes individualized advice with a focus on non-discretionary 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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Jason H

CFP®, Series 63, Series 65, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jason Hawkins is a CFP® with four years of industry experience, currently serving as an investment adviser representative at FBL Wealth Management, LLC in West Des Moines, IA. His prior experience includes roles at FBL Marketing Services, FBL Financial Group, and several automotive dealerships, as well as earlier financial services positions at Mass Mutual Investors Services and Waddell & Reed. Hawkins is also an insurance agent affiliated with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management through wrap-fee programs, written financial plans, non-fiduciary retirement plan services, and educational seminars. The firm emphasizes individualized advice without accepting discretionary authority, relying on third-party sub-advisers and overlay managers for trade execution, and is affiliated with FBL Financial Group and the Farm Bureau distribution network.

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

Series 66

Des Moines, IA

IAMS Wealth Management, LLC

Adam Laffey is a financial advisor with IAMS Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Packerland Brokerage Services for nine years and has been involved with Neal Insurance, LLC for over a decade. Outside of finance, Laffey is a partner in agricultural ventures, including raising and selling cattle through Laffey Cattle Company and managing Laffey Farms Inc. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives, employing a diverse asset-allocation approach that includes proprietary and third-party model portfolios.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Reed R

CFP®, Series 63

Urbandale, IA

Foster Group, INC.

Reed Rinderknecht is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Foster Group, INC. in various capacities since 1999. Foster Group serves both individual and institutional clients, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach using primarily low-cost mutual funds and ETFs, supported by technology platforms and multi-advisor family planning for complex households.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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Brian A

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Brian Aukes is a financial advisor at Integrity Advisory Solutions with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at VOYA Financial Advisors and Piper Sandler & Co. Aukes is also the owner and pilot of HALFFASTADVENTURES, LLC, a business involved in plane rides, restoration, flight instruction, and hangar rental. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, using fundamental and technical analysis and various asset-allocation strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Russell T

CFP®, ChFC®, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Russell Tigges is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at FBL Wealth Management, LLC. He has previously worked with FBL Financial Group and Farm Bureau Financial Services. Tigges has been involved with FBL Marketing Services since 2002. 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, relying on third-party portfolio managers and providing 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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Matthew N

Series 66

Urbandale, IA

Principal Advised Services

Matthew Nelson is a Series 66-licensed financial advisor with ten years of industry experience, currently with Principal Advised Services. His prior experience includes roles at Merrill Lynch Wealth Management and Sammons Financial Group. He also holds a position as Assistant Vice President in Advice, Education & Sales at Principal Bank. 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, leveraging proprietary models and third-party tools within the Principal Financial Group family.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Adam Entwisle is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at TD Ameritrade and ScotTrade Financial. He currently serves clients through investment advisory and financial planning services. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm employs a primarily non-discretionary investment approach, utilizing third-party portfolio managers and offering written financial plans 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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Justin B

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Justin Bach is a financial advisor at FBL Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group and New York Life Insurance Company. Outside of his advisory role, he serves as Vice President of Bach Precision Inc., a family-owned manufacturing business. 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 resources. The firm typically operates on a non-discretionary basis, relying on third-party portfolio managers and sub-advisers to implement investment decisions.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Emily Carpenter is an investment adviser representative at FBL Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and has worked at FBL Financial Group and FBL Marketing Services, LLC. Outside of her financial advisory role, she has worked as a substitute teacher for USD 266 Maize Unified School District since 2017. FBL Wealth Management serves a diverse range of individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers and offers investment management through wrap-fee programs, financial plans, and educational seminars.

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

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

William Dunker is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Lion Street Financial, Princor Financial Services, Principal Life Insurance, VOYA Financial Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he volunteers as a baseball coach for a freshman team in Ankeny, Iowa. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing a variety of investment approaches and leveraging third-party platforms to tailor portfolios and manage held-away retirement accounts.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jeremiah Y

Series 66

West Des Moines, IA

Principal Advised Services

Jeremiah Young is a Series 66-licensed financial advisor with two years of industry experience, currently serving at Principal Advised Services in West Des Moines, IA. He previously worked at Northwestern Mutual and has experience in the banking and insurance sectors within the Principal Financial Group. Outside of finance, he has held roles in the brewing industry as a bartender. 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 leverages proprietary and third-party tools and operates within the Principal Financial Group family, which supports access to affiliated financial products and services.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Elijah Jorgenson is a financial advisor at FBL Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Cetera Wealth Services, North Star Resource Group, and Securian Financial Services. In addition to his advisory role, he is a full-time insurance agent affiliated with Farm Bureau Life and related companies. 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 offering 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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Sheryl C

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Sheryl Curtis is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently with FBL Wealth Management, LLC in West Des Moines, IA. Her prior experience includes positions at TIAA-CREF, PNC Investments LLC, Cetera Investment Services, Merrill Lynch, and Bank of America. FBL Wealth Management serves a diverse range of individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, offering investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized, non-discretionary advice implemented via third-party sub-advisers and leverages its affiliation with FBL Financial Group and the Farm Bureau distribution network.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Kristi Smith is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with Equitrust Marketing Services LLC and Farm Bureau since 2004. 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 various investment strategies, often using third-party discretionary managers for execution while maintaining primarily non-discretionary advisor relationships.

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