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Luke B
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Luke Bauer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked with FBL Marketing Services and Farm Bureau Financial Services since 2015. Outside of advising, he is involved in managing entities formed for tax purposes, including Bauer Power, LLC, and Bauer Agency Inc. 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 while using third-party sub-advisers and overlay managers for discretionary account management.
Evan B
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Evan Bisson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at BancWest Investment Services, Bank of the West, Farm Bureau, and FBL Financial Group. He is also a full-time insurance agent for Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities. The firm primarily uses third-party portfolio managers and a non-discretionary investment approach, providing financial planning and investment management through wrap-fee programs and educational resources.
Mikayla P
Series 66, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Mikayla Philipp is an advisor at FBL Wealth Management, LLC with Series 63 and Series 66 credentials and one year of industry experience. She has held various roles within FBL Financial Group and its affiliated entities since 2020. Outside of her advisory role, she coaches high school girls soccer. FBL Wealth Management serves 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 supported by third-party discretionary managers and is affiliated with FBL Financial Group and the Farm Bureau distribution network.
Mathew S
CFP®, ChFC®, Series 63
Urbandale, IA
Foster Group, INC.
Mathew Stagner is a financial advisor with Foster Group, Inc. in Urbandale, IA, holding the CFP®, ChFC®, and Series 63 credentials and having 22 years of industry experience. His prior work includes positions at VOYA Financial Advisors and Principal Financial Services. Outside of his advisory work, he serves as treasurer of the Waterbury Neighborhood Association and contributes as a senior writer and podcast participant for the NFL fan blog Arrowhead Pride; he is also a featured speaker on topics related to the disability community, government benefits, and special needs planning. Foster Group, Inc. serves individual, corporate, and institutional clients, managing approximately $4.78 billion in assets with a team of 54 advisors. The firm employs a long-term, asset-allocation driven investment approach that emphasizes diversified exposures to mutual funds and ETFs, combining digital tools and third-party platforms to offer tailored wealth management across multiple client service tiers.
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.
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.
Jason S
ChFC®, Series 65, Series 66, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Jason Street is a financial advisor with FBL Wealth Management, LLC who holds the ChFC® designation along with Series 65, 66, and 63 licenses. He has 21 years of industry experience, having previously worked at Voya, Farm Bureau Financial, and FBL Financial Group. He is also involved in selling insurance through Farm Bureau Life and Affiliates. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm offers investment management via wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and mostly non-discretionary client relationships supported by third-party sub-advisers for account management.
Maura A
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Maura Allen is a financial advisor at Principal Advised Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Principal entities since 2013. Outside of her advisory role, she has been involved in Mary Kay sales since 2013. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages third-party methodologies alongside proprietary models and benefits from its integration within the Principal Financial Group family.
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.
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.
Reed R
CFP®, Series 63
Urbandale, IA
Foster Group, INC.
Reed Rinderknecht is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has been with Foster Group in multiple periods since 1999. 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. The firm follows a long-term, asset-allocation-driven investment approach emphasizing diversified exposure to mutual funds, ETFs, and the use of independent managers and institutional fund strategies.
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.
Thomas S
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Thomas Sueppel is a financial consultant with Principal Advised Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2003 and joined Principal Advised Services in 2022. His role involves 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 with proprietary models. The firm operates within the Principal Financial Group family, providing access to affiliated products and integrated trading services supported by governance and supervision structures.
Jeremiah C
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Jeremiah Cole is a financial advisor at Principal Advised Services with 20 years of industry experience. He holds Series 63 and Series 66 designations and has a longstanding career within the Principal Financial Group, including roles at Principal Life Insurance Company since 2004 and Principal Financial Services since 2016. Outside his advisory duties, he works as a retirement consultant providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, providing both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group, leveraging proprietary models and affiliated resources to serve its clients.
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.
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.
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.
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.
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.
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.
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1,642 advisors near
50023
within the area shown on the map
Out of 400,000+ nationwide