Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Geoffrey C
Series 63, Series 66
Urbandale, IA
Foster Group, INC.
Geoffrey Christy is a financial advisor at Foster Group, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Principal Mutual Life Insurance Company for 19 years. Christy serves as a board member for Junior Achievement in Des Moines, providing strategic direction for their community outreach activities. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, offering services to individuals, corporations, and institutions. The firm employs a long-term, asset-allocation driven investment approach that emphasizes diversified exposure to mutual funds, ETFs, and independent managers, while also providing tiered service models for varying client needs.
Tyler B
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Tyler Babkiewich is a financial advisor at FBL Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously served 12 years in the U.S. Navy. FBL Wealth Management provides investment management and financial planning services to individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm emphasizes individualized advice and employs third-party discretionary managers for trade execution while maintaining primarily non-discretionary client relationships.
Eric D
CFP®, ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Eric Derr is a CFP® and ChFC® with 35 years of industry experience, currently serving at FBL Wealth Management, LLC. He has been affiliated with FBL Marketing Services and Farm Bureau since 1990. 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 written financial planning along with educational seminars and newsletters.
Zion O
Series 63, Series 66
West Des Moines, IA
Principal Advised Services
Zion Oromo is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Principal Financial Services and Principal Life Insurance Company, as well as experience outside the financial sector at Enterprise Holdings and Ellsworth Community College. At Principal Advised Services, he offers one-on-one investment advice to retirement plan participants. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models within a multi-team structure affiliated with Principal Financial Group.
Joni P
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Joni Pennock is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked within various entities of FBL Financial Group since 2019 and has been involved with FBL Marketing Services, LLC since 2018. 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 working with third-party sub-advisers for discretionary trading.
Joseph Z
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Joseph Zenkovich is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has been affiliated with FBL Marketing Services and Farm Bureau since 1997. Outside of his advisory role, he serves as president of Zenkovich Enterprises Ltd., an S-corporation. 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, non-discretionary advice implemented via third-party sub-advisers or overlay managers.
Matthew M
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Matthew Mason is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 23 years of industry experience. His previous roles include positions at Edward Jones, Raymond James Financial Services, and B.O.S.S. Retirement Advisors. Outside of financial advising, he is involved in coaching teams, athletes, and professionals through his own consulting business, ProEdge Consulting LLC, and is a partner in a laundromat business. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers, implementing investment strategies that combine strategic asset allocation with value-oriented selections and fundamental and technical analysis.
Zoe P
Series 66
Des Moines, IA
The Wealth Consulting Group
Zoe Pins is a financial advisor at The Wealth Consulting Group with a Series 66 credential and one year of industry experience. She has worked at several firms including LPL Financial and LivWel Advisors. Outside of her advisory role, she is employed by Lululemon. The Wealth Consulting Group is an enterprise firm serving a diverse client base ranging from non-high-net-worth individuals to corporate and institutional clients. The firm employs a tailored investment process that integrates multiple analytical approaches and offers a range of advisory and fiduciary services, including legal-service integration and sub-advisory support.
Layne M
Series 66
Urbandale, IA
integrity Advisory Solutions
Layne Monroe is a financial advisor at Integrity Advisory Solutions with 13 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Brokers International Financial Services and Voya Financial Advisors. Outside of financial advising, Monroe works as a business development manager for Advantage Solutions, representing food companies to regional retailers. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a range of asset-allocation strategies and third-party platforms to tailor client portfolios.
Joseph E
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Joseph Evans is a financial advisor at FBL Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Evans Insurance & Asset Management, Ohio National, and The O.N. Equity Sales Company. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and working with third-party managers for discretionary trading.
Dustin H
Series 66, Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Dustin Hayden is a financial advisor with FBL Wealth Management, LLC, holding Series 66, Series 63, and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at FBL Financial Group, FBL Marketing Services, Farm Bureau Financial Services, and Country Companies. 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 wrap-fee programs and written financial plans, emphasizing individualized advice and utilizing third-party sub-advisers or overlay managers for discretionary trading when applicable.
Daniel S
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Daniel Siegfried is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at FBL Financial Group, Farm Bureau Financial Services, and Farmers Insurance Group. Outside of investment advisory, he is CEO of Siegfried and Associates, Inc., an insurance business. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and RBC-sponsored platforms, and provides financial planning as a written deliverable separate from ongoing portfolio management.
Travis D
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Travis Duryea is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior work includes roles at Shelter Insurance and FBL Financial Group. Outside of advising, he is involved in farming activities as a farm ground owner and landlord. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, providing investment management primarily through third-party portfolio managers and sub-advisers. The firm emphasizes a non-discretionary investment approach and delivers financial planning as a written service, supplemented by educational newsletters.
Wade D
CFP®, Series 65
Urbandale, IA
Foster Group, INC.
Wade Den Hartog is a CFP® with eight years of industry experience, currently serving as a financial advisor at Foster Group, INC. in Urbandale, IA, where he has worked since 2017. Prior to joining Foster Group, he was affiliated with the Community Foundation of Greater Des Moines for six years. Foster Group, INC. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, including high-net-worth clients, as well as corporate and institutional clients and retirement plans. The firm emphasizes a long-term, asset-allocation-driven investment approach, utilizing diversified mutual funds, ETFs, and institutional strategies, combined with tiered service offerings tailored to client needs.
Dustin W
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Dustin White is an investment adviser representative with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with FBL Marketing Services since 2013 and Farm Bureau Financial Services since 2012. Outside of investment advisory, he is involved in insurance sales through Farm Bureau Life and Property and Casualty and operates the White Agency Inc. 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 educational seminars. The firm primarily uses third-party portfolio managers for discretionary trading and emphasizes a non-discretionary advisory structure combined with educational resources.
Eric V
Series 63, Series 65
Des Moines, IA
Principal Advised Services
Eric Vanderleek is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes roles at Principal Financial Services and Wells Fargo Advisors, among others. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models within a framework integrated with affiliated entities of Principal Financial Group.
Mathew G
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Mathew Gleason is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked within various entities affiliated with FBL Financial Group since 2010, including FBL Investment Management Services and FBL Marketing Services. 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 written financial planning along with educational seminars and newsletters.
Thomas N
Series 63, Series 65, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Thomas Nevitt is a financial advisor at FBL Wealth Management, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at GreenState Credit Union and AdvoCare. Nevitt serves as a board member for Friends of Des Moines Park & Recreation, where he helps organize events and fundraise. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates with a non-discretionary structure.
William S
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
William Schwarzkoph Jr. is a ChFC®-designated advisor with 31 years of industry experience, currently serving at FBL Wealth Management, LLC. He has been affiliated with Farm Bureau Insurance since 2000. Outside of his advisory role, he is involved in farming through renting crop-share farmland. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily provides investment management via third-party portfolio managers and offers written financial planning without generally accepting discretionary trading authority.
Christopher B
Series 63, Series 66, Series 65
Des Moines, IA
Savvy
Christopher Benda is a financial advisor at Savvy in Des Moines, IA, with 20 years of industry experience. He previously worked at Northwest Wealth Management, LLC and FBL Wealth Management. Benda operates Benda & Co. Private Wealth as a business marketing name associated with his role at Savvy. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans with a primarily index-based, long-term approach, incorporating third-party sub-advisers, fintech tools, and in-house tax preparation and estate-planning support.
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.
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”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide