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Bradley H
Series 66
Urbandale, IA
integrity Advisory Solutions
Bradley Hanus is a financial advisor with Integrity Advisory Solutions, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Principal Asset Management, Cache Advisors LLC, and other firms in the financial services sector. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various investment strategies and third-party platforms to tailor client portfolios.
Tyler C
CFP®
Des Moines, IA
XYPN Sapphire
Ever since the third grade, I knew I wanted to be a financial planner, following in the footsteps of my father who was also a CFP®. His unexpected passing transformed that childhood dream into a calling. I feel truly blessed to pursue this profession, especially since few people have the privilege of fulfilling a lifelong aspiration. Over the years, I have earned extensive education, credentials, and professional experience through respected institutions, including Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Exit Planning Advisor® (CEPA®) designations. I also hold an MBA in Finance from the University of Minnesota and a B.S. in Finance and International Business from Iowa State University. My leadership includes serving two terms as President of the Financial Planning Association of Iowa. Now, twenty years after my father’s passing, I am honored to continue our family legacy through the resurrection of Conley Capital Management, upholding his values while fulfilling my passion for serving clients with integrity and true fiduciary care. Unlike many firms that impose rigid asset minimums or cookie-cutter models, Conley Capital Management recognizes that every financial journey looks different. As a serial entrepreneur myself, I understand the importance of reinvesting in one’s vision, which sometimes means not having large investment accounts ready to be managed. For this reason, we offer multiple client engagement options designed to provide long-term fiduciary guidance no matter your stage of life or circumstances.
Belma M
Series 66
Urbandale, IA
integrity Advisory Solutions
Belma Mujdzic is a financial advisor at Integrity Advisory Solutions with 23 years of industry experience. She holds a Series 66 designation and previously worked at VOYA Financial Advisors and Ameriprise. Outside of her advisory role, she owns Freedom Construction, a new home construction and sales business. Integrity Advisory Solutions serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and utilizes various investment strategies and third-party platforms to construct tailored client portfolios.
Isaiah S
Series 63, Series 65
West Des Moines, IA
Beacon Capital Management, Inc.
Isaiah Stegman is a financial advisor at Beacon Capital Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial Advisors and FBL Financial Group. Outside of his advisory role, he serves as Chair for Equipment at Northwest Soccer Club in Des Moines, Iowa. Beacon Capital Management provides model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.
Meredith M
Series 63, Series 66
Des Moines, IA
The Wealth Consulting Group
Meredith Mussmann is a financial advisor at The Wealth Consulting Group with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Cambridge Investment Research and Edward Jones. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining various analytical approaches and offers services through multiple custodial platforms and sponsored programs.
James E
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
James Eaton is a financial advisor at FBL Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Farm Bureau and FBL Marketing Services since 2006. 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 sub-advisers, and provides financial planning through written deliverables and educational seminars.
Larry M
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Larry Marshall is a financial advisor at FBL Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Farm Bureau Financial Services since 1994. Outside of his advisory role, he is involved in managing a small farm for cash rent. 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 retirement plan services. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary model, emphasizing educational outreach and its affiliation with FBL Financial Group.
Christopher C
Series 63, Series 65
West Des Moines, IA
IP Financial Advisory Services LLC
Christopher Childers is a financial advisor with IP Financial Advisory Services LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cambridge Investment Research, Inc. and Innovation Partners LLC. He is also involved in managing Childers Management Corp, where he provides fixed insurance products. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory programs with insurance and risk management services.
Joseph P
Series 66, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Joseph Powell is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at FBL Marketing Services, LLC, FBL Financial Group, Abra Auto Body, and Scheching Insurance Agency, LLC. Powell is also a licensed insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. 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 complemented by strategic asset allocation and uses third-party managers for discretionary trading. Its affiliation with FBL Financial Group and the Farm Bureau distribution network plays a significant role in its integrated advisory and implementation approach.
Stanley P
CFP®, Series 66
Des Moines, IA
Principal Advised Services
Stanley Poorman is a CFP® with 16 years of industry experience, currently serving at Principal Advised Services since 2018. Prior to this, he worked at Learnvest, Inc. from 2015 to 2018. He also holds a Series 66 designation. 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, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models, operating within the Principal Financial Group family to access a range of affiliated financial products and services.
Bryan R
Series 65, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Bryan Rockey is an investment adviser representative with FBL Wealth Management, LLC, with 23 years of experience in the financial industry. He has been associated with FBL Marketing Services and Farm Bureau since 2003. Outside of his advisory role, he is a full-time insurance agent working with Farm Bureau Life and Farm Bureau Property and Casualty. 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 primarily through non-discretionary advisory relationships, utilizing third-party sub-advisers for discretionary trading and offers services such as financial planning, retirement-plan support, and educational seminars.
Eric C
Series 66
Waukee, IA
Principal Advised Services
Eric Carlson is a financial advisor with Principal Advised Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Principal Financial Services since 2001 and is currently affiliated with Principal Bank and Principal Life Insurance Company. In addition to his advisory role, Carlson provides 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 and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program. The firm is part of the Principal Financial Group family, which provides operational integration with affiliated entities and access to proprietary funds and products.
Julie B
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Julie Bramlet is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been affiliated with FBL Marketing Services, LLC and FBL Financial Group since 2015. In addition to her advisory role, she works full-time as an insurance agent with Farm Bureau Life and its affiliates. 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 sub-advisers, and provides financial planning through written deliverables and educational resources.
Drew B
CFP®, Series 63
Urbandale, IA
Foster Group, INC.
Drew Beazley is a CFP® with two years of industry experience, currently serving as a financial advisor at Foster Group, Inc. He previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Andrew Puhrmann. 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-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, offering tailored service tiers ranging from digital solutions to bespoke wealth management.
Sean C
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Sean Cirullo is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 credential and seven years of industry experience. He has been with FBL Financial Group since 2017 and also maintains a role as an insurance agent with Farm Bureau Life and Affiliates. Outside of his advisory work, he serves as principal of SKC Trust Management, a property management business. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities, providing investment management primarily through third-party portfolio managers and written financial planning. The firm’s non-discretionary approach and educational outreach distinguish it within the enterprise advisory space.
Jonathan L
ChFC®, Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jonathan Louwagie is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including roles at FBL Financial Group and Saybrus Equity Services. His background includes work in both financial advisory and insurance sectors. 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, using third-party managers and offering written financial planning alongside educational resources.
Eli G
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Eli Greufe is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Principal Bank. Principal Advised Services delivers investment advice primarily to retirement plan participants and retail IRA clients through a combination of third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, leveraging integrated services and affiliated products to support its advisory offerings.
Brock S
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Brock Spangenberg is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds the ChFC® designation and Series 63 license and has 13 years of industry experience. He has been with Farm Bureau Financial Services since 2014 and is involved full-time as an insurance agent. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities, delivering investment management primarily through third-party portfolio managers and sub-advisers. The firm emphasizes non-discretionary advisory services and provides written financial planning along with educational seminars and newsletters.
Riley F
Series 65, Series 63
West Des Moines, IA
Arete Wealth Advisors, LLC
Riley Francis is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 65 and Series 63 licenses and possessing six years of industry experience. His prior roles include positions at D.A. Davidson & Co., FBL Marketing Services, FBL Financial Group, TD Ameritrade, and Central Bank. Outside of his advisory work, he serves as an assistant varsity boys basketball coach for ADM Community School District. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary, rule-based investment models, utilizing third-party sub-advisers and maintaining a due diligence process for recommended managers.
Joseph Y
CFP®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Joseph Youngman is a financial advisor with FBL Wealth Management, LLC, holding CFP® and Series 63 credentials and bringing 27 years of industry experience. He previously worked at COUNTRY Financial for 28 years and is currently associated with FBL Marketing Services, LLC and FBL Financial Group. 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 offering written financial planning along with educational seminars and newsletters.
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1,642 advisors near
50023
within the area shown on the map
Out of 400,000+ nationwide