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Kevin W
Series 63, Series 65
Urbandale, IA
Royal Fund Management, LLC
Kevin Wingert is a financial advisor with Royal Fund Management, LLC in Urbandale, Iowa, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been involved with several related entities, including American Retirement Health, LLC, and American Retirement Education LLC, where he focuses on Medicare supplement insurance and financial education. Wingert also serves as president of American Retirement Systems, LLC, and American Retirement Planning, LLC, both insurance marketing organizations. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis and offers specialized services such as options writing and access to select non-traded REITs.
Mackenzie V
Series 65
Des Moines, IA
Choreo, LLC
Mackenzie Veldman is a financial advisor at Choreo, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including RSM US Wealth Management LLC and Northwest Wealth Management. Outside of her advisory role, she is involved in marketing for Pizza Ranch, a restaurant business she has been connected with since 2008. Choreo, LLC serves a diverse client base ranging from individual and high-net-worth investors to institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO consulting. The firm utilizes a quantitative, committee-approved investment process and provides a range of portfolio implementation strategies, including managed accounts and direct indexing.
Angela B
Series 63, Series 65
Des Moines, IA
Principal Advised Services
Angela Bailiff is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with various Principal entities since 2012, including Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Principal Advised Services. Her role includes 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, combining third-party methodologies with proprietary models and operating as part of the Principal Financial Group family. The firm’s integrated approach includes nondiscretionary recommendations and a discretionary investment management program, supported by governance committees and a dedicated supervision team.
Joshua P
Series 63, Series 65
Urbandale, IA
Foster Group, INC.
Joshua Pirtle is a financial advisor at Foster Group, INC. with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Foster Group, he worked at Principal Securities INC and Principal Life Insurance Company for nine years. Foster Group, INC. serves 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 mutual fund and ETF exposure and offers tiered service levels tailored to client needs.
Brenton B
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Brenton Blum is a financial advisor at FBL Wealth Management, LLC with Series 66 credentials and no prior industry experience. His work history includes roles at FBL Marketing Services, LLC and FBL Financial Group since 2026, as well as previous positions at We Will Collective, Iowa State Foundation, and Des Moines University. 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, written financial plans, and educational seminars, emphasizing individualized advice and relying on third-party discretionary managers for trade execution.
Kendra E
CFP®, Series 63, Series 66
West Des Moines, IA
Harbour Investments, Inc.
Kendra Erkamaa is a CFP® professional with over 21 years of experience in financial advisory. She is affiliated with Harbour Investments, Inc. and Triangle Financial Services, Inc., where she has held roles since 2005 and 2004 respectively. Outside of her advisory work, she is involved in financial education as a speaker for Money Smart Week and serves on a grievance commission panel. She also holds leadership positions in nonprofit organizations including NAWBO Iowa and Iowa Collaborative Divorce, and owns a mediation services business. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.
Donald O
Series 65
West Des Moines, IA
Creativeone Wealth, LLC
Donald Orban II is a Series 65-licensed advisor with eight years of industry experience. He is currently with CreativeOne Wealth, LLC and also serves at Midwest Retirement Advisors, where he has been involved in fixed annuity and life insurance sales and service. Prior to joining CreativeOne Wealth in 2020, he worked at Corecap Advisors and several other firms in the Midwest. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supporting tailored assessments and regular portfolio rebalancing.
Brent S
ChFC®, Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Brent Stanley is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds the ChFC® designation and has 20 years of industry experience, having previously worked at firms including Raymond James Financial Services, First National Bank of Omaha, and Prudential. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management, financial planning, and educational seminars. The firm delivers individualized advice with strategies incorporating asset allocation and fundamental and technical analysis, typically using non-discretionary client relationships supported by third-party discretionary sub-advisers.
Troy D
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Troy Delair is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Farm Bureau Financial Services and FBL Marketing Services since 1994. Outside of advisory work, he is a Notary Public in Utah. 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 and often utilizing third-party discretionary managers for trade execution.
Bridget M
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Bridget Miller is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and six years of industry experience. Her work history includes roles at FBL Financial Group and FBL Marketing Services LLC, as well as a 15-year tenure at Dillards, Inc. She is also the owner of Bridget Miller Insurance Corp and works as a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse clientele including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily operates through a network of investment adviser representatives and relies on third-party portfolio managers for discretionary trading, offering written financial planning and educational resources.
Wade H
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Wade Haugen is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 designation. He has experience in the insurance industry, previously working at Oklahoma Farm Bureau Insurance, and is involved in family-owned pet care businesses, including a dog boarding facility and a dog grooming business. FBL Wealth Management serves a diverse client base that includes 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 written financial planning along with educational resources.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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1,679 advisors near
50325
within the area shown on the map
Out of 400,000+ nationwide