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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® professional with 19 years of industry experience, currently serving at Foster Group, Inc. since 2018. Prior to joining Foster Group, he worked at Syverson Strege & Company for 19 years. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and utilizes low-cost mutual funds and ETFs alongside technology platforms for estate planning and portfolio monitoring.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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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, following four years in principal roles elsewhere. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering investment management, financial planning, and qualified plan consulting. The firm uses a long-term, asset-allocation-based investment approach with primarily low-cost mutual funds and ETFs, supplemented by technology and third-party platforms for ongoing portfolio monitoring and family planning.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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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 at Foster Group, Inc. with 23 years of industry experience. He has held roles at Principal Funds Distributor, Principal Life Insurance Co, and Princor Financial Services prior to joining Foster Group in 2025. Hendricks holds Series 63 and Series 65 licenses. Foster Group serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, providing investment management, financial planning, and qualified plan consulting. The firm follows a long-term, asset-allocation approach utilizing low-cost mutual funds and ETFs, supported by technology and third-party platforms, and offers tiered, advisor-led wealth management tailored to client needs.

Charitable giving & philanthropy Family Business Executive Founder/Business Owner
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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 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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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.

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