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Taylor O

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Taylor Oborn is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at FBL Financial Group and FBL Marketing Services since 2020 and previously operated his own insurance agency from 2015 to 2019. Outside of finance, Oborn owns a retail bakery franchise, Twisted Sugar, where he contributes to marketing and growth strategies. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice, using non-discretionary client relationships combined with discretionary execution by third-party managers, and is affiliated with FBL Financial Group and the Farm Bureau distribution network.

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

Series 63, Series 65

Ankeny, IA

Royal Fund Management, LLC

Mark Triplett is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Partners Advantage and operates a college consulting firm alongside his advisory role. Triplett is also involved in fixed and traditional life and annuity sales through an affiliated insurance services business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to create tailored investment strategies monitored regularly against documented risk tolerances.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Troy C

CFP®, Series 63, Series 66

Clive, IA

First Heartland Consultants, Inc.

Troy Christensen is a CFP® with 34 years of industry experience and has been with First Heartland Capital Inc since 2007. He holds Series 63 and Series 66 licenses and is based in Clive, IA. Outside of his advisory role, he serves as president of the Madison County chapter of Pheasants Forever, a nonprofit focused on pheasant conservation. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a mix of fundamental, technical, and cyclical analysis with both strategic and tactical asset allocation approaches.

Annuities Income planning Cash flow / budgeting
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Bryan P

Series 65

Urbandale, IA

integrity Advisory Solutions

Bryan Purdy is a Series 65-licensed financial advisor with over 12 years of industry experience. He is currently with Integrity Advisory Solutions and has prior experience at Integrity Alliance, Directed Services, and Voya. He serves as a committee member on the Finance Committee of Trinity United Methodist Church in Huxley, Iowa. Integrity Advisory Solutions is a multi-team firm that serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using fundamental and technical analysis alongside various asset-allocation frameworks and model portfolios.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Alexander B

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Alexander Botero is an investment adviser representative with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Farm Bureau Financial, Domino's Pizza, and Compass Coatings. He is also involved as an insurance agent with Mountain West Farm Bureau Mutual Insurance Company and owns Alex FB LLC, a financial and insurance business serving Mountain West Farm Bureau and FBL. 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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Gabriel J

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Gabriel Jorgensen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been affiliated with FBL Marketing Services and Farm Bureau Financial Services since 1999. Outside of his advisory work, he is president and owner of GGI, LLC and a member-owner of Open Fire Orchards, LLC, where he participates in orchard maintenance. FBL Wealth Management serves a diverse clientele including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily delivers investment management through wrap-fee programs and written financial planning while relying on third-party managers for discretionary trading, and it provides educational resources such as newsletters and seminars.

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

Series 63, Series 65

Clive, IA

Mutual Of Omaha Investor Services, Inc.

Seth Bringle is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Seth has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2014. Outside of his advisory role, he is an insurance agent focusing on life, health, and annuities, and he owns Bringle Financial Services LLC, operating under the name TGB Wealth. Mutual of Omaha Investor Services, Inc. offers advisory services to individual clients, corporations, and qualified retirement plans, providing a range of financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Bradley G

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Bradley Gregory is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 credential. He has been with FBL Wealth Management and affiliated entities since 2026. Prior to entering the financial industry, he worked for eight years at Kredit Automation & Controls and ten years at Lozier Corporation. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients by providing investment management through wrap-fee programs, financial plans, and non-fiduciary retirement-plan services. The firm emphasizes individualized advice and typically uses third-party managers for discretionary trading while maintaining primarily non-discretionary advisory relationships.

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

ChFC®, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jennifer Cretin is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 66 license, with 23 years of industry experience. She has worked at Farm Bureau Financial Services since 2016 and has been affiliated with FBL Marketing Services since 2006. Prior to that, she was with Ameriprise for two years. 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 retirement-plan services, emphasizing individualized advice and a combination of strategic and tactical asset allocation without accepting discretionary authority directly, instead working with third-party managers for account execution.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Mitchell Messner is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at FBL Financial Group since 2016 and has been involved with FBL Marketing Services since 2015. 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 RBC-sponsored wrap platforms to implement client strategies.

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

Series 65

West Des Moines, IA

Sowell Management

Jessica Facey is a financial advisor at Sowell Management based in West Des Moines, IA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Sowell Management, she worked at Compensation Designs and held various roles in retail and education. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, sub-advisory relationships, and unified managed account solutions through an independent-contractor network of over 100 advisors.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Jackson A

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jackson Ayala is a Series 66 licensed financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, with four years of industry experience. He has been with FBL Financial Group since 2021 and is also involved as an insurance agent with Farm Bureau Life and affiliates. Outside of his advisory role, he is a partner managing multi-agent office operations at Teton Professionals LLP. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities. The firm primarily delivers investment management through wrap-fee programs and written financial planning, relying on third-party portfolio managers and sub-advisers for day-to-day investment decisions, while typically maintaining a non-discretionary advisory structure.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jess Meekma is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Prior to joining FBL Wealth Management, Meekma worked extensively with FBL Financial Group and Farm Bureau Financial Services. Outside of advising, Meekma is a partner and co-owner of a Pizza Ranch restaurant and occasionally officiates basketball games. 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 implemented through third-party sub-advisers, combining strategic asset allocation with value-oriented selections and mixing fundamental and technical analysis.

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

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Teresa Boeken is an investment adviser representative with FBL Wealth Management, LLC, holding Series 65 and Series 63 credentials and bringing 21 years of industry experience. She has been associated with FBL Marketing Services and Farm Bureau since 2005. Outside of her advisory role, she is involved in agricultural business management as a manager of Boeken Land & Cattle LLC and participates as a virtual franchise owner for a multi-level marketing health company. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on individualized, non-discretionary advice combined with the use of third-party discretionary managers and emphasizes a mix of strategic asset allocation and value-oriented investment selections.

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

Series 65

Urbandale, IA

Foster Group, INC.

Jacob Belzer is a financial advisor at Foster Group, Inc. with four years of industry experience. He holds a Series 65 designation and has been associated with Foster Group since 2017. Prior to his advisory role, Belzer was affiliated with Iowa State University from 2015 to 2019. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds and ETFs, offering segmented service tiers ranging from digital CoreWealth solutions to bespoke SelectWealth engagements.

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

CFP®, Series 63

Des Moines, IA

Andersen

Jeffrey Bratz is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Andersen in Des Moines, IA. He previously worked at Ausdal Financial Partners for ten years and has maintained an ongoing role with HJN Advisors, LLP since 2010. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax and financial planning. The firm emphasizes consolidated performance reporting and utilizes portfolio optimization techniques alongside external research and an internal investment committee for manager selection.

General retirement planning General tax planning Wealth management Private / alternative investments Real estate investing
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Raymond H

Series 63, Series 65

West Des Moines, IA

Bison Wealth, LLC

Raymond Hansen is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior firms include IFP Securities, LLC, Fuerza Financial Inc., Kidder Advisors, Independent Financial Partners, LPL Financial, and Principal Financial Services. Hansen is also an independent insurance agent authorized to sell various insurance products in Iowa. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach focuses on outcome-driven, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies, incorporating alternatives and options-based strategies.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Aaron L

Series 63, Series 65

W Des Moines, IA

Principal Advised Services

Aaron Lacona is a financial advisor with Principal Advised Services in W Des Moines, IA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as multiple Principal affiliates. He provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and management services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary methodologies. The firm is part of the Principal Financial Group and integrates services across its affiliated entities to provide access to various investment products and model portfolios.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Dean Neuharth is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at FBL Financial Group and Thrivent Investment Management, with overlapping work at FBL Marketing Services, LLC. He is also involved full-time with Farm Bureau Life and its affiliates in a non-investment capacity. 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 primarily non-discretionary client relationships supported by third-party discretionary managers.

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

ChFC®, Series 63, Series 65, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Travis Wendt is a financial advisor at FBL Wealth Management, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63, 65, and 66 licenses. His prior work includes roles at FBL Financial Group, Precoa, LLC, NYLIFE Securities LLC, New York Life Insurance Co, and American National Insurance Co. In addition to his advisory work, he is the founder of VeteranLicensing.com, a blog focused on careers requiring licenses for veterans and transitioning service members. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm delivers investment management primarily through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and non-discretionary client relationships supported by third-party discretionary managers.

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