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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
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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
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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
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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
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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
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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
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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
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Ryne O

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Ryne Oller is a CFP® with eight years of industry experience, currently advising clients at Foster Group, Inc. He has worked at Foster Group since 2017, with prior experience at Fidelity & Guaranty Life and Principal Financial Group. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds and ETFs, alongside a digitally led offering and bespoke services tailored to different client needs.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Shanna B

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Shanna Black is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. She has been affiliated with FBL Financial Group since 2019 and previously worked for the San Juan School District from 2015 to 2019. Outside of her advisory role, she owns Shanna Black Insurance Inc. and is involved in insurance sales and site inspections. FBL Wealth Management serves a diverse range of clients 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 alongside educational resources.

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

Series 65, Series 66

Des Moines, IA

Choreo, LLC

Kyle Peterson is a financial advisor at Choreo, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at FuturePlan and Principal Financial. Choreo provides investment and advisory services to a wide range of clients, including individuals, family offices, endowments, foundations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Retirement income strategy Founder/Business Owner Retired Executive
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Daniel S

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Daniel Shurley is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with FBL Financial Group since 2024 and previously spent ten years with Farm Bureau Financial Services. Shurley is also involved with FBL Marketing Services. 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 offering written financial planning, educational seminars, and newsletters.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Lauren Stelting is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. She holds Series 63 and Series 66 licenses and has 10 years of industry experience, including her ongoing role at Farm Bureau Financial Services since 2015. 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 RBC-sponsored wrap platforms for investment management, providing written financial planning and educational resources within a mostly non-discretionary advisory structure.

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

CFP®, Series 63

Urbandale, IA

Foster Group, INC.

Walter Mozdzer is a CFP® with 19 years of industry experience, currently serving as an advisor at Foster Group, Inc. since 2018. Prior to joining Foster Group, he worked for Syverson Strege & Company for 19 years. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate clients, and retirement plans across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation-driven investment approach, utilizing diversified mutual funds and ETFs along with independent managers and institutional strategies.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Perry S

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Perry Shank is an Investment Adviser Representative at FBL Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with FBL Marketing Services and Farm Bureau Insurance Company since 1999. Outside of his advisory role, he owns and operates a cattle raising business in Idaho. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers non-discretionary investment management through third-party portfolio managers and provides written financial planning, educational seminars, and newsletters.

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

CFP®, Series 65

Des Moines, IA

Compound Planning, Inc.

Alexander Ricke is a CFP®-certified financial advisor at Compound Planning, Inc. in Des Moines, IA, with six years of industry experience. His prior roles include positions at Choreo, LLC and RSM Wealth Management, as well as earlier work with Cast Financial LLC, Lincoln Public Schools, and the University of Northern Iowa. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes risk-based model allocations tailored to client goals and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive Values-based investing
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Jackson W

Series 66

Clive, IA

Principal Advised Services

Jackson Williams is a financial advisor at Principal Advised Services with one year of industry experience. He holds the Series 66 designation and has worked in multiple roles within the Principal Financial Group, including positions at Principal Bank, Principal Securities, Inc., and Principal Life Insurance Company. Outside of his advisory work, he has a background that includes roles in pest control and education. 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 called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, which provides 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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Benjamin B

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Benjamin Berger is a CFP® with four years of industry experience, currently serving as a financial advisor at Foster Group, Inc. He has been with Foster Group since 2022 and previously worked as a Principal from 2016 to 2022. Foster Group, Inc. advises individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships with a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach, utilizing diversified mutual funds, ETFs, and independent managers, while offering tiered service levels through its CoreWealth, SignatureWealth, and SelectWealth programs.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Robert W

CFP®, Series 63

Johnston, IA

Lexaurum Advisors

Robert Wiley is a CFP® with 24 years of industry experience, currently serving at LexAurum Advisors since 2016. He previously worked at Broker Dealer Financial Services Corp. and operates Wiley Financial Services. Outside of his advisory work, he manages farming operations and has served as president of the Rotary Club of Johnston, IA. LexAurum Advisors manages approximately $1.27 billion for over 2,000 clients, providing investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm uses a multi-advisor team approach, emphasizing diversified portfolios aligned with modern portfolio theory and offering model allocations implemented primarily with low-cost ETFs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Thomas H

Series 63, Series 65

Urbandale, IA

Foster Group, INC.

Thomas Hendricks is a financial advisor with Foster Group, Inc. in Urbandale, Iowa, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include seven years at Principal Funds Distributor and 15 years at Principal Life Insurance Company and Princor Financial Services. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporations, institutions, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation investment approach focused on diversified mutual funds, ETFs, and independent managers, serving clients across multiple service tiers with a combination of digital tools and personalized strategies.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Jeff Z

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jeff Zelenovich is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds a Series 66 credential and has one year of industry experience. Prior to joining FBL Wealth Management and affiliated firms, he worked at Catalyst RCM and held roles with Luther Care Services and Wellmark Blue Cross Blue Shield. Outside of his advisory role, he is president of The Zelenovich Agency, Inc. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients through investment management programs, financial planning, and educational seminars. The firm emphasizes individualized advice without discretionary trading authority, instead utilizing third-party sub-advisers and overlay managers for portfolio management.

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