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Bradley R

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Bradley Rempe is a CFP® with 18 years of industry experience, currently serving at Foster Group, Inc. since 2011. He is a partner in HGR Farm, L.L.C., a family farming operation where he assists with planting, raising, harvesting crops, and marketing grain. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans, employing a long-term, asset-allocation driven investment approach focused on diversified exposure through mutual funds, ETFs, and independent managers.

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

Series 63, Series 66

West Des Moines, IA

Prospera Financial Services, inc.

Amanda Sheeder is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 registrations. Her prior experience includes roles at LPL Financial LLC, Athene Securities, and Voya Financial, among others. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Cail D

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Cail Donkersloot is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining FBL Wealth Management, Donkersloot worked with Northwestern Mutual Insurance Company and has additional experience as an insurance agent with Farm Bureau Life and Property and Casualty. Outside of financial services, Donkersloot provides last-mile delivery services in the Spirit Lake, Iowa area through an independent contracting role. 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, financial planning, and educational seminars, emphasizing individualized advice through non-discretionary advisory 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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William J

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

William Johnson is a financial advisor at FBL Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FBL Financial Group since 2022, following 14 years at Farm Bureau Financial Services. Outside of advisory roles, he is involved with NWE, Inc. dba Will Johnson & Associates, a non-investment-related business. FBL Wealth Management serves a broad client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm focuses on individualized, non-discretionary advice implemented through third-party sub-advisers and leverages its affiliation with FBL Financial Group and the Farm Bureau network.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Lori Brown is a Series 66-registered financial advisor with nine years of industry experience. She currently works at FBL Wealth Management, LLC and has prior experience with R.W. Baird & Company and Great Southern Bank. She is also a full-time insurance sales associate 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 offers investment management primarily through wrap-fee programs, written financial plans, and educational seminars, using a non-discretionary advisory approach combined with third-party sub-advisers for discretionary execution.

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

CFP®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Andrew Moore is a CFP® professional with 19 years of experience, currently serving as an Investment Adviser Representative at FBL Wealth Management, LLC in West Des Moines, IA. He has worked with Equitrust Marketing Serv LLC and Farm Bureau since 2009. Outside of his advisory role, Moore operates a small bowling ball sales and service business, AJ's Pro Shop, where he serves local league players. 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 sub-advisers for investment decisions and offers financial planning through written deliverables, typically without discretionary trading authority.

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

Series 63, Series 65

Des Moines, IA

Principal Advised Services

Bryce Vandenriessche is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Principal Financial Group and its affiliated entities since 2019, including roles at Principal Bank and Principal Life Insurance Company. Vandenriessche also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering non-discretionary investment recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies and proprietary models, operating within the Principal Financial Group family to provide access to various affiliated financial products and services.

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

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Erin Bixby is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at various firms including Berthel Fisher & Company and Securities Management & Research before joining FBL Financial Group. Erin also has a role with FBL Marketing Services, LLC. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients with investment management and financial planning. The firm emphasizes individualized advice using a mix of strategic and tactical asset allocation and works primarily through non-discretionary advisory relationships supported by delegated discretionary managers.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

John Harada is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Farm Bureau Financial Services since 2015 and FBL Marketing Services since 2008. Outside of his advisory role, Harada serves as a sports official for local school district and youth basketball and soccer games. 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, supported by educational seminars and newsletters.

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

Series 65

Urbandale, IA

Foster Group, INC.

Jace Showalter is a financial advisor at Foster Group, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at RBC Wealth Management and several educational institutions. 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 employs a long-term, asset-allocation driven investment approach emphasizing diversified exposure to mutual funds, ETFs, independent managers, and institutional fund strategies.

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

Series 66

Urbandale, IA

Independent Wealth Network, Inc.

Grayeson Griess is a financial advisor with Independent Wealth Network, Inc., holding a Series 66 credential and having two years of industry experience. His work history includes roles at DV Financial, Principal Securities Inc., Principal Life Insurance Company, Bankers Life Securities, Inc., and Bankers Life. Outside of advising, he works as an insurance agent and also does food delivery. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm utilizes a range of investment strategies and third-party managers to serve its clients and oversees approximately $518 million in assets.

Options & derivatives strategies
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Clinton A

Series 66

Des Moines, IA

The Wealth Consulting Group

Clinton Akerberg is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding a Series 66 designation and 22 years of industry experience. He has worked at WCG Wealth Advisors, LLC and LPL Financial since 2017, with prior experience at Summit Financial Group Inc. Outside of advising, he is a co-owner of The Crumb Catcher, LLC, a business based in Des Moines. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis, offering active and passive investment strategies, model portfolios, and an algorithmic Guided Wealth Portfolios service with tax optimization features.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Michael B

Series 63, Series 65

Des Moines, IA

Choreo, LLC

Michael Barratt is a financial advisor with Choreo, LLC in Des Moines, IA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Charles Schwab and Avantax Investment Services. He is a founding board member of Exec Club Connect, a 501(c)(3) nonprofit focused on fundraising for children with major illnesses. Choreo provides investment and advisory services to a diverse client base, including individuals, family offices, endowments, and corporate clients. The firm emphasizes 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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Bart H

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Bart Hiner is a financial advisor at FBL Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and Morgan Stanley. Since 2020, he has also been affiliated with FBL Marketing Services and FBL Financial Group. FBL Wealth Management serves a diverse client base including high-net-worth individuals, 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 and educational resources through a network of Investment Adviser Representatives.

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

Series 63, Series 66

Ankeny, IA

Principal Advised Services

Holly Haaland is a financial advisor with Principal Advised Services in Ankeny, IA, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. She has held various roles within the Principal Financial Group family, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. Her advisory activities include providing investment recommendations to retirement plan participants regarding distribution options. Principal Advised Services delivers 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, combining third-party tools and proprietary models while leveraging its affiliation with Principal Financial Group for operational integration and access to proprietary products.

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

CFA®

Des Moines, IA

Principal Advised Services

Scott Christensen is a CFA® charterholder with 11 years of industry experience. He has worked at Principal Advised Services since 2018 and has been affiliated with Principal Securities and Principal Life Insurance Company since 2016 and 2014, respectively. Christensen also serves as President of the Animal Rescue League of Iowa Foundation Board, overseeing investment management and fund distribution. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm integrates with the Principal Financial Group family, offering access to affiliated products and a discretionary investment management program called SimpleInvest.

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

Series 63, Series 65, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jared Nelson is a financial advisor with FBL Wealth Management, LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has worked with Farm Bureau Financial Services and FBL Marketing Services, accumulating extensive experience since 2011. Outside of his advisory role, Nelson serves as a volunteer firefighter and ambulance driver for the Mt. Horeb Fire Department. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice and uses a combination of third-party discretionary managers and non-discretionary advisory relationships to implement client strategies.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Henry Cautin is an investment adviser representative with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. He has held various roles, including service positions at golf clubs such as The Estancia Club and Interlachen Country Club. FBL Wealth Management serves a diverse client base, including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice and uses third-party sub-advisers or overlay managers for discretionary trading, maintaining primarily non-discretionary advisor-level relationships.

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

CFP®, Series 66, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Joseph Lucas is a CFP® and holds Series 66 and Series 63 licenses, with 23 years of experience in the financial services industry. He is currently with FBL Wealth Management, LLC, having previously worked at Edward Jones. Outside of his advisory role, Lucas is involved in coaching and officiating high school athletics and participates in a nominating committee for Farm Credit Services of America. 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 primarily through wrap-fee programs and written financial plans, emphasizing individualized advice and implementing strategies through third-party discretionary managers while maintaining primarily non-discretionary advisor-level relationships.

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

Series 63

Des Moines, IA

The Wealth Consulting Group

Joel Drake is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding a Series 63 designation and over 35 years of industry experience. His career includes roles at FSC Securities Corporation and LPL Financial, where he has been active since 2005. Outside of advisory services, he provides notary and signature guarantee services. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, using a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals and risk tolerances.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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