Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
John M
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
John Massey III is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked at FBL Financial Group since 2024 and was previously with Country Investment Management and Farm Bureau Financial Services. Massey is also involved with FBl Marketing Services, LLC, an investment-related business. 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 plans, and educational seminars, focusing on individualized, primarily non-discretionary advice implemented via third-party sub-advisers and program arrangements.
Travis R
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Travis Rausch is a Series 66 licensed advisor with FBL Wealth Management, LLC in West Des Moines, IA, and has three years of industry experience. He previously worked at Nationwide Mutual Insurance Company for 15 years and has been associated with FBL Financial Group and FBL Marketing Services since 2022. 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, leveraging third-party portfolio managers and RBC-sponsored wrap platforms, and provides written financial planning along with educational seminars and newsletters.
Jon B
ChFC®, Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jon Barton is a financial advisor at FBL Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing and Dewaay Capital Management. His career has been primarily focused within the FBL Financial Group and its affiliates since 2019. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate clients by providing investment management through wrap-fee programs, financial planning, and educational resources. The firm operates mainly on a non-discretionary basis, relying on third-party managers for portfolio decisions, and emphasizes client suitability and education.
Alaina R
Series 65
Urbandale, IA
Foster Group, INC.
Alaina Riley is a financial advisor at Foster Group, Inc. with one year of industry experience. She holds a Series 65 designation and has prior experience in real estate, including roles at RE/MAX Concepts and Keller Williams of Greater Des Moines, as well as operating her own real estate firm. Additionally, she has served with the Catholic Foundation of Southwest Iowa. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach with a focus on diversified mutual funds and ETFs, offering tiered service levels and utilizing third-party platforms for account management and estate planning.
Lance P
Series 66
Urbandale, IA
integrity Advisory Solutions
Lance Presley is a financial advisor at Integrity Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and has held positions at firms including Wells Fargo Clearing, VOYA Financial Advisors, and Cetera Advisors. In addition to his advisory work, he is a licensed independent insurance agent in Urbandale, Iowa. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm provides comprehensive portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment approaches and third-party platforms.
Jared S
ChFC®, Series 65, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Jared Spangenberg is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including roles at Farm Bureau Financial Services since 2008 and FBL Marketing Services. Outside of his advisory work, he is president and treasurer of Spangenberg, Inc., a corporation initially formed for real estate investing that has had no activity since its formation. 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 primarily non-discretionary client relationships supported by third-party discretionary managers.
Brian F
Series 66, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Brian Filinger is a financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, holding Series 66 and Series 63 licenses and possessing 29 years of industry experience. He has worked with FBL Marketing Services and Farm Bureau since 1997. 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 plans, and educational seminars, emphasizing individualized advice and utilizing third-party discretionary managers for trade execution.
Silas W
Series 66
Des Moines, IA
Principal Advised Services
Silas Winders is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 credential. He has been with Principal Advised Services and affiliated entities since 2026. Outside of his financial advisory role, he is a partner at Winders Media, where he creates YouTube content focused on farming and farm toys, and sells custom farm toys through an online store. 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. The firm is part of the Principal Financial Group family, enabling integration with affiliated entities to provide access to proprietary products and investment management.
Haley D
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Haley Drake is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as several roles within the Principal Financial Group affiliates. She currently provides one-on-one investment advice to retirement plan participants as a registered investment adviser representative. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, utilizing a mix of third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services.
Isaac H
Series 66
Des Moines, IA
Principal Advised Services
Isaac House is a financial advisor at Principal Advised Services in Des Moines, IA, holding the Series 66 designation with one year of industry experience. He has held roles within Principal’s affiliated entities, including Principal Bank and Principal Life Insurance Company, since 2025. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program. The firm utilizes a blend of third-party and proprietary models and is part of the Principal Financial Group, enabling operational integration with affiliated financial entities.
Raechel M
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Raechel Mc Culley is a Series 66 licensed financial advisor with FBL Wealth Management, LLC, based in West Des Moines, Iowa. She has two years of industry experience and has been affiliated with FBL Financial Group and FBL Marketing Services since 2022. Outside of her advisory role, she works full-time as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities through investment management, financial planning, and educational services. The firm primarily uses third-party portfolio managers and operates with a mostly non-discretionary structure, emphasizing written financial plans and client suitability assessments.
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.
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.
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.
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.
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.
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.
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.
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