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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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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.

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

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

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

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

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

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

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

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Seth T

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Seth Tangeman is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and two years of industry experience. Prior to joining FBL Wealth Management, he worked at FBL Financial Group and FBL Marketing Services. Outside of his advisory role, Tangeman is involved in a tree sales business, Orchard Elite LLC, which he co-owns with a family member. FBL Wealth Management serves a diverse clientele 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 without discretionary authority by relying on third-party sub-advisers for trading decisions.

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

ChFC®, Series 66

Urbandale, IA

integrity Advisory Solutions

Andrew Osby is a ChFC® and Series 66 credentialed advisor with 26 years of industry experience. He is currently with Integrity Advisory Solutions and Gladstone Wealth Partners, having previously worked at Principal Financial Services. Outside of his advisory roles, he serves as Treasurer for the SE Polk Youth Tackle Football club in Pleasant Hill, Iowa. Integrity Advisory Solutions serves a diverse client base, including high-net-worth individuals, trusts, estates, and businesses, through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, integrating retirement-plan advisory with affiliated program sponsorships.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Adam T

ChFC®, Series 63

Des Moines, IA

Principal Advised Services

Adam Tyrrell is a financial advisor at Principal Advised Services with 28 years of industry experience. He holds the ChFC® designation and has worked with Principal Financial Services and Principal Life Insurance Company since 2013. Outside his advisory role, he serves as an elder board member at the E-Free Church of Marshalltown. 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 methodologies with proprietary models and operates as part of the Principal Financial Group family, integrating multiple affiliated entities to provide access to a range of products and services.

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

Series 66

Urbandale, IA

integrity Advisory Solutions

Jose Amaya Cisneros is a financial advisor at Integrity Advisory Solutions with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Bank of Montreal. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers services such as portfolio management, financial planning, retirement plan consulting, and utilizes multiple asset-allocation strategies alongside third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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David M

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

David Matthias is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Farm Bureau Financial Services and FBL Marketing Services for over 26 years. Matthias is also involved as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm provides investment management primarily through third-party portfolio managers and offers written financial planning, with a focus on a primarily non-discretionary advisory model and educational resources.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Brandon Stout is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with FBL Financial Group since 2017 and has been involved with FBL Marketing Serv since 2017. Brandon is based in West Des Moines, IA. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate clients, primarily offering investment management through third-party portfolio managers and written financial planning. The firm emphasizes a non-discretionary investment approach and provides educational seminars and newsletters.

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