Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Gabrielle C

Series 65

Urbandale, IA

Foster Group, INC.

Gabrielle Carlson is a financial advisor at Foster Group, Inc. with a Series 65 credential and three years of industry experience. Her prior roles include positions at Northwest Bank, Cottingham & Butler, Dubuque Bank & Trust, and Emmaus Bible College. Foster Group, Inc. provides investment supervisory services, financial planning, and qualified plan consulting to individuals, corporate and institutional clients, and retirement plans. The firm manages approximately $4.78 billion across nearly 2,000 client relationships, employing a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar
firm logo

Yana R

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Yana Ross is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, with three years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience with FBL Financial Group, M.Y. Assurance Ventures LLC, Top City Promise Inc, and American Family Insurance. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice and utilizes third-party sub-advisers or overlay managers for discretionary trading, offering services through program arrangements and educational seminars.

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

Ethan S

Series 66

Urbandale, IA

Principal Advised Services

Ethan Schmidt is a financial advisor with Principal Advised Services in Urbandale, IA, holding a Series 66 designation and two years of industry experience. His background includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. He also has experience providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to deliver both non-discretionary recommendations and discretionary investment management programs. The firm operates as part of the Principal Financial Group network, providing integrated access to affiliated financial products and services.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar
firm logo

Jason G

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Jason Gossard is a financial advisor at FBL Wealth Management, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term involvement with FBL Marketing Services, LLC and FBL Financial Group since 2011. 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 using 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
user avatar
firm logo

Christopher G

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Christopher Gartner is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Group, and Richland Federal Credit Union. FBL Wealth Management serves a diverse client base that includes individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial planning, and retirement-plan services, emphasizing individualized advice and relying on third-party managers for discretionary trading.

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

John M

Series 66, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

John Magnuson is a financial advisor with FBL Wealth Management, LLC, holding Series 66 and Series 63 credentials and eight years of industry experience. His prior roles include positions at FBL Financial Group, Farmers Financial Solution LLC, Farmers Insurance, and Green Dot Corp. 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, written financial plans, and educational seminars. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers 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
user avatar
firm logo

Gretchen M

Series 65

Urbandale, IA

Foster Group, INC.

Gretchen Muller is a Series 65 licensed advisor at Foster Group, Inc. with one year of industry experience. She previously worked at Principal Financial Group for 16 years and spent a year in homemaking before joining Foster Group. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 relationships. The firm employs a long-term, asset-allocation driven investment approach, offering services ranging from digital CoreWealth solutions to more customized SelectWealth engagements.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar
firm logo

Brad B

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Brad Bosh is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® and Series 63 designations. His work history includes roles at FBL Financial Group and FBL Marketing Services. He also receives referral fees from Farm Bureau Bank. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities through investment management, financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates a mainly non-discretionary model.

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

Dane B

Series 63, Series 65

Urbandale, IA

Foster Group, INC.

Dane Butler is a financial advisor at Foster Group, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Theisens. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach with a focus on diversified mutual funds, ETFs, and independent managers, offering tiered client service through CoreWealth, SignatureWealth, and SelectWealth.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar
firm logo

Charlie S

Series 66

Des Moines, IA

Principal Advised Services

Charlie Schettler is a financial advisor with Principal Advised Services in Des Moines, IA. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2026. His prior experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and work with the YMCA of the USA and Carlisle School District. 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 management program, leveraging proprietary models and third-party methodologies within the Principal Financial Group family of companies.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar
firm logo

Lisa C

Series 63, Series 65

West Des Moines, IA

Advisory Alpha, LLC

Lisa Carlson is a financial advisor at Advisory Alpha, LLC with 10 years of industry experience. She has held roles at several firms including Simplicity Wealth, Brokers International Financial Services, DHI Group, and Athene Annuity & Life Company. Carlson also founded Carlson Wealth Management, where she provides financial and insurance services. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, supported by a team of approximately 60 advisors. The firm employs a fund-of-funds investment approach overseen by a centralized Investment Team and is notable for its roles as a subadvisor and co-advisor to other RIAs, as well as its specialized retirement-plan and technology services.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
user avatar
firm logo

Max S

Series 65

Urbandale, IA

Foster Group, INC.

Max Simmons is a Series 65-licensed advisor with Foster Group, Inc. in Urbandale, IA. He has been with Foster Group since 2024, with prior experience outside the financial industry. Foster Group, Inc. serves individuals—including high-net-worth clients—as well as 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 mutual fund and ETF exposure, combining digital tools and bespoke service tiers.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar
firm logo

Ryan B

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Ryan Burden is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He has worked at Farm Bureau Financial Services and FBL Marketing Services since 2014. Outside of advisory work, he operates The Ryan Burden Agency, Inc., which focuses on insurance sales. 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 sub-advisers, and provides financial planning as a written service without direct ongoing portfolio management unless separately engaged.

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

Mick P

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Mick Poulsen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been affiliated with Equitrust Marketing Services LLC and Farm Bureau since 2011. Outside of his advisory role, Poulsen is involved in farming and ranching, growing and selling pumpkins on a small scale. 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 RBC-sponsored wrap platforms, and provides financial planning as a written deliverable.

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

Alex B

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Alex Bear is a Series 66-licensed financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, and has two years of industry experience. Prior to joining FBL Wealth Management, he held roles at FBL Marketing Services, FBL Financial Group, Sisecam Wyoming, Strata Worldwide, Intel Labs, and serves as an officer and platoon trainer with the Army National Guard. Outside of advising, he owns and operates a radon mitigation and measurement business on weekends. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily uses third-party portfolio managers and sub-advisers for discretionary trading 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
user avatar
firm logo

Ryan H

CFP®, ChFC®, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Ryan Harklau is a CFP® and ChFC® with 22 years of experience in financial advisory roles. He is currently with FBL Wealth Management, LLC and has previously worked with FBL Financial Group and Farm Bureau Financial Services. Outside of his advisory role, he works as a radio reporter for Learfield Sports. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice and uses third-party sub-advisers for discretionary management while offering investment management through wrap-fee programs, financial planning, and educational seminars.

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

Patrick K

CFP®, ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Patrick Kessel is a CFP® and ChFC® with 22 years of experience, currently serving as an investment adviser representative at FBL Wealth Management, LLC. He has been affiliated with Farm Bureau and FBL Marketing Services since 2003. Outside of advisory work, he is a full-time 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 by providing investment management primarily through third-party portfolio managers and written financial planning. The firm operates mainly on a non-discretionary basis 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
user avatar
firm logo

Joshua S

Series 63, Series 65

Clive, IA

First Heartland Consultants, Inc.

Joshua Sievers is a financial advisor with First Heartland Consultants, Inc. in Clive, Iowa, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining First Heartland Consultants, he worked at Farm Bureau and Equitrust Marketing, both from 2010 to 2026. Outside of advisory work, Sievers has been active as a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2010. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and participants in employer-sponsored retirement plans. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs, delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Dane S

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Dane Stahl is an investment adviser representative at FBL Wealth Management, LLC, holding a Series 66 credential with less than one year of industry experience. His prior work includes roles at FBL Financial Group and insurance sales with Farm Bureau Life and Property and Casualty. 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 financial planning as a written service separate from ongoing portfolio management.

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

Mitchell K

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Mitchell King is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at FBL Marketing Services, LLC and FBL Financial Group, as well as involvement in property management with KMB Property Management / K&K Holdings. 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, non-discretionary advice and employs third-party sub-advisers or overlay managers for discretionary trading, offering a range of investment management services and educational seminars.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)