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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

West Des Moines, IA

Foster Group, INC.

Ryne Oller is a CFP® and Series 65-registered financial advisor at Foster Group, Inc. with eight years of industry experience. He previously worked at Principal Financial Group and Fidelity & Guaranty Life before joining Foster Group. Foster Group, Inc. serves individual, corporate, institutional, and retirement plan clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation investment approach with diversified exposure to mutual funds, ETFs, and independent managers, offering tiered service options from a digitally-led CoreWealth platform to bespoke SelectWealth engagements.

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

West Des Moines, IA

Foster Group, INC.

Walter Mozdzer is a CFP® professional with 19 years of industry experience. He currently works at Foster Group, Inc., where he has been since 2018, following a long tenure at Syverson Strege & Company from 1999 to 2018. Mozdzer holds a Series 63 license and is based in West Des Moines, IA. Foster Group, Inc. serves 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 employs a long-term, asset-allocation driven investment approach focused on diversified mutual funds and ETFs, and segments clients through tiered service models ranging from digital offerings to bespoke wealth management.

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

West Des Moines, IA

Foster Group, INC.

Benjamin Berger is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Foster Group, Inc. since 2022 and previously served as a Principal from 2016 to 2022. Foster Group, Inc. advises individual, corporate, and institutional clients, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm employs a long-term, asset-allocation approach focusing on diversified mutual funds and ETFs, and offers tiered service levels to meet varying client needs.

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

West Des Moines, IA

Foster Group, INC.

Thomas Hendricks is a financial advisor at Foster Group, Inc. with 23 years of industry experience. He has held prior roles at Principal Funds Distributor and Principal Life Insurance Co., where he worked for 15 years. Foster Group, Inc. serves individual, corporate, institutional, and retirement plan clients, managing approximately $4.78 billion across nearly 2,000 relationships. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and institutional strategies, offering tiered service levels and leveraging digital platforms for portfolio and estate planning management.

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

Series 66

W Des Moines, IA

Principal Advised Services

Krystian Bajorek is a financial advisor at Principal Advised Services with one year of industry experience and holds a Series 66 designation. He has previously worked at Principal Life Insurance Company, Principal Securities, Inc., and GuideOne Insurance, and also has experience in various other roles, including teaching and staffing. In addition to his advisory work, he serves as an assistant vice president focused on advice, education, and sales of bank deposit products within Principal Bank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to offer non-discretionary recommendations and a discretionary investment management program, leveraging its integration with the broader Principal Financial Group family for access to proprietary products and operational support.

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

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

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

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

CFP®, ChFC®, Series 63

West Des Moines, IA

Foster Group, INC.

Mathew Stagner is a CFP®, ChFC®, and Series 63 licensed advisor with 22 years of industry experience. He currently works at Foster Group, INC. and has previously been employed at VOYA Financial Advisors, Inc. and Principal Financial Services. Outside of his advisory role, Stagner serves as treasurer of the Waterbury Neighborhood Association and contributes to an NFL fan blog, Arrowhead Pride, as a senior writer. He is also a featured speaker on topics related to the disability community, government benefits, and special needs planning. Foster Group, INC. manages approximately $4.78 billion across nearly 2,000 client relationships and serves individuals, corporate and institutional clients, and retirement plans. The firm’s investment approach is asset-allocation driven with long-term strategies, utilizing diversified mutual funds and ETFs alongside independent and institutional fund managers.

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