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Benjamin S
Series 66
West Des Moines, IA
Principal Financial Services
Benjamin Spence is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Principal Life Insurance Company, BrankersLife and Casualty, as well as extended travel and study. Outside of advising, he holds positions involving fixed insurance and Medicare insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through direct advisory programs and promoter arrangements.
Peter W
Series 63, Series 65
West Des Moines, IA
Principal Financial Services
Peter Way is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes long-term roles with Kingsgate, Central Financial Group, Ameritas Advisory Services, and Granite Financial Solutions. In addition to advisory work, he operates a privately run health insurance brokerage that provides individual and group health insurance products as well as Medicare supplement insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Garrett M
Series 63, Series 65
Urbandale, IA
Integrity Alliance, LLC
Garrett Manning is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Rocket Pro, and Farm Bureau Financial Services. Outside of his advisory work, he is a partner and investor in a sports management business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.
Charlie G
ChFC®, Series 63, Series 65, Series 66
Urbandale, IA
Integrity Alliance, LLC
Charlie Gipple is a financial advisor at Integrity Alliance, LLC with 18 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining Integrity Alliance in 2019, he worked at CG Financial Group, North American Life, and Partners Advantage Insurance. Outside of his advisory role, Gipple is the owner of CG Financial Group, a brokerage firm focused on educating insurance agents about life insurance and fixed annuity products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of independent advisers, utilizing a range of portfolio strategies and multiple custodial platforms.
Nicholas F
Series 66
West Des Moines, IA
Principal Financial Services
Nicholas Fox is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has one year of industry experience, including prior roles at Principal Life Insurance Company, Conocophillips, and The McHenry Management Group. Outside of his advisory work, he serves as a Lieutenant in the United States Naval Reserve with the Strategic Sealift Officer Force. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under both adviser and promoter arrangements.
Jesse A
CFP®, Series 63, Series 65
Urbandale, IA
Integrity Alliance, LLC
Jesse Allen is a CFP® with 18 years of experience in the financial services industry. He currently works at Integrity Alliance, LLC and previously held roles at firms including Vinings Corporation, Lockton Financial Advisors, and KW Commercial. Jesse’s background includes experience across various advisory and business entities. Integrity Alliance is a large advisory and brokerage network serving a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and third-party manager referrals through a combination of discretionary accounts, model portfolios, and sub-advisers, and operates as both an SEC-registered investment adviser and broker-dealer.
Bret B
Series 63, Series 65
Urbandale, IA
Integrity Alliance, LLC
Bret Bell is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Integrity Alliance since 2018 and previously worked at Packerland Brokerage Services Inc. Bell also owns and operates Bell & Sons Inc., where he is involved in insurance sales, including fixed and indexed annuities, life, long-term care, and disability products. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services through a network of over 300 independent advisers managing approximately $5.4 billion in assets.
Norbert B
Series 63, Series 66
West Des Moines, IA
Principal Financial Services
Norbert Bissmeyer Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 1989. Outside of his advisory role, Bissmeyer serves on the boards of Keep Iowa Beautiful and Project HO:PE Africa and is a musician who composes and performs music. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and retirement plan consulting, along with access to third-party money manager asset allocation and separately managed account solutions.
Luke T
Series 65
West Des Moines, IA
Mariner
Luke Turner is a financial advisor with Mariner in West Des Moines, IA, holding a Series 65 designation and two years of industry experience. His career includes roles at Mercer Advisors, Cambridge Investment Research, and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pensions, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers, providing customized discretionary portfolios alongside integrated tax, accounting, and family office capabilities.
Anthony M
Series 66
West Des Moines, IA
Principal Financial Services
Anthony Medici is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Principal, he worked at Tompkins Industries and Hupp Toyotalift. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.
Donald L
Series 63
West Des Moines, IA
Principal Financial Services
Donald Laster is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 42 years of industry experience. His work history includes roles with Principal Securities Inc since 1983, Principal Life Insurance Company since 1998, Gallagher Benefit Services since 2004, and The Business People, LLC since 2020. He is also president of Don Laster Insurance LLC, which he owns. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Joel N
CFP®, Series 63, Series 65
West Des Moines, IA
Principal Financial Services
Joel North is a CFP® professional affiliated with Principal Financial Services and has 34 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2011 and worked with Heartland Financial Resource Group from 2022. His credentials include Series 63 and Series 65 licenses. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Vincent S
Series 63, Series 66
Clive, IA
Kestra Advisory
Vincent Sturm is a financial advisor at Kestra Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. He serves on the board of the Perry Iowa Chamber of Commerce Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment recommendations supported by due diligence, serving approximately $79.8 billion in assets under management.
Barry S
Series 63, Series 65
West Des Moines, IA
Principal Financial Services
Barry Steim is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Naviture LLC, Principal Securities Inc, and Ameritas Advisory Services, LLC. Steim maintains an outside insurance position involving fixed insurance, life, disability, long-term care, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Chloe F
Series 66
West Des Moines, IA
Principal Financial Services
Chloe Fox is a financial advisor at Principal Financial Services with a Series 66 credential. She has less than one year of industry experience and previously held roles in the restaurant and community sectors, including positions at several local dining establishments and the Ankeny Area Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.
James L
Series 63, Series 65
West Des Moines, IA
Principal Financial Services
James Lumley is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His work history includes roles at Principal Securities Inc., Principal Life Insurance Co., DC Retirement Strategies, and Naviture. Outside of advisory services, he is involved in the sale and service of fixed insurance products, including fixed life, annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation generally managed on a discretionary basis by the TPMMs.
Austin L
Series 66
West Des Moines, IA
Principal Financial Services
Austin Lowe is a financial advisor at Principal Financial Services in West Des Moines, IA, holding a Series 66 designation. He has been with Principal since 2026 and previously worked in various roles including at Purelight Power and Enterprise Rent a Car. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through multiple adviser and promoter arrangements.
Signe O
Series 66
West Des Moines, IA
Principal Financial Services
Signe Olson is a financial advisor at Principal Financial Services in West Des Moines, IA, with three years of industry experience. She holds a Series 66 designation and has worked previously at firms including Bankers Life and Casualty. In addition to her advisory role, Olson is involved in selling Medicare and fixed insurance products and provides personal training services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager solutions delivered through various advisory and promoter arrangements.
Aaron G
Series 66
Urbandale, IA
Integrity Alliance, LLC
Aaron Gremler is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Brokers International Financial Services since 2022 and previously held roles at Brokers International and the University of Iowa. Outside of his advisory work, he serves on the board of Finworld, Inc., a cybersecurity solutions company, and is a partner in VJ Railroad, a real estate-related business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.
Dorothy W
Series 63, Series 66
West Des Moines, IA
Principal Financial Services
Dorothy Welsch is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 credentials and with 16 years of industry experience. She has been affiliated with Principal Securities Inc and Principal Life Insurance Company for over 10 years. In addition to her advisory role, she is involved in personal sales of Mary Kay products and sells various insurance products including Medicare supplements and short-term care policies that address gaps in nursing home and assisted living coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
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