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

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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.

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

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
user avatar
firm logo

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
user avatar
firm logo

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.

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

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
user avatar
firm logo

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.

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

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.

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

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.

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

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.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

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.

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

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.

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

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.

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”)