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Roger R

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Roger Robinson is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 license. He has 17 years of industry experience, including roles at Farm Bureau Financial Services since 2014 and FBL Marketing Services since 2008. FBL Wealth Management serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering investment management through wrap-fee programs and written financial planning. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party managers and sub-advisers, and provides educational seminars and newsletters as part of its service model.

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

CFP®

Urbandale, IA

Foster Group, INC.

Gregory Olsen is a CFP® professional at Foster Group, INC. with 22 years of industry experience. He has been with Foster Group in various capacities since 2006. Foster Group, Inc. serves individuals, 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 that emphasizes diversified exposure to mutual funds, ETFs, and institutional strategies, offering tiered service levels including a digitally-led CoreWealth option and more customized SelectWealth engagements.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Monte M

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Monte Mc Quigg is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American National Insurance Company for eight years. 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.

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

CFP®, Series 66

Ankeny, IA

Lexaurum Advisors

Michael Murkins is a CFP® and holds the Series 66 designation with eight years of industry experience. He is currently with LexAurum Advisors, where he has been since 2026, following multiple roles at Syverson Strege and prior experience at U.S. Bancorp Investments, Marrs Wealth Management, Workiva, and Renewable Energy Group. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, and also serves other advisory firms as a sub-adviser. The firm manages approximately $1.27 billion for about 2,189 clients, employing a multi-advisor team that focuses on diversified portfolios aligned with modern portfolio theory and offers model allocations typically implemented with low-cost ETFs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Jacob M

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jacob Moffett is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. Prior to joining FBL, he worked at The Stimmel Agency (Farm Bureau Financial Services) and has experience selling insurance through Farm Bureau Life and Property and Casualty affiliates. FBL Wealth Management serves a broad range of clients including individuals, high-net-worth, retirement plans, trusts, nonprofits, and corporations, providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice with a non-discretionary advisor-client relationship model supported by third-party discretionary sub-advisers and maintains connections with the Farm Bureau distribution network.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Heidi Perez is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior roles include positions at Ascend Technologies, Doextra CRM Solutions, and Mahaney Roofing Company. Outside of her advisory work, she manages land ownership through her personal trust in Benton, Kansas. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by offering investment management primarily through wrap-fee programs and written financial planning. The firm operates mainly on a non-discretionary basis, relying on third-party portfolio managers for day-to-day investment decisions, and provides educational seminars and newsletters as part of its client services.

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

Series 63, Series 66

Norwalk, IA

Principal Advised Services

Megan Christiansen is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has previously worked at Sammons Financial Network, Sammons Retirement Solutions, and Voya Financial Advisors. Outside of her advisory role, she works part-time as a retail associate at Yarn Junction Co in West Des Moines, IA. 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 combines third-party and proprietary methodologies, leveraging its integration within the Principal Financial Group family to offer access to proprietary funds and affiliated products.

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

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

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

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

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

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

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

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

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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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.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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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.

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

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

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

CFA®, Series 63, Series 66

West Des Moines, IA

Arete Wealth Advisors, LLC

Todd Doorenbos is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Hollander Capital since 2012, where he serves as Chief Executive Officer. He is also a partner at DD Werks, LLC, a due diligence and analysis firm, and an investment committee member at Insight Wealth Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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