Overwhelmed by options?
Answer a few questions to see advisors matched to you.
1,642 advisors near
50023
within the area shown on the map
Out of 400,000+ nationwide
Wendi E
Series 63, Series 65
Des Moines, IA
VOYA Financial Advisors, Inc.
Wendi Eckelberg is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Voya Financial Advisors since 2014. Additionally, she works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers comprehensive financial planning and portfolio management services through various program structures, emphasizing recommendation-based advisory relationships.
Michelle S
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Michelle Stone is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc. since 2001 and has also worked with Principal Life Insurance Company since 2000. Outside of her advisory work, she serves as the president of the board for St. Vincent de Paul - Sacred Heart Council, a nonprofit charity affiliated with her church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Jordy T
Series 65
Urbandale, IA
Integrity Alliance, LLC
Jordy Tickle is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Integrity Alliance, he was associated with The Heartland Retirement Group for eight years and worked at Wells Fargo Home Mortgage for two years. He is also involved in insurance sales through Heartland Retirement Group. Integrity Alliance, LLC is a large advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through over 300 independent advisers and offers a range of services including portfolio management, financial planning, and third-party manager referrals.
Andrea B
Series 65
Des Moines, IA
Principal Financial Services
Andrea Benson is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 designation and nine years of industry experience. She has been with Principal-affiliated entities since 2008, including roles at Principal Life Insurance Company and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Nick K
Series 66
Des Moines, IA
Principal Financial Services
Nick Krueger is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and having 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2001. Outside of his advisory role, Krueger serves on the boards of the Coalition for Equity in Wholesaling and the Children's Cancer Connection, a nonprofit supporting Iowa families affected by childhood cancer. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Glen Z
Series 66
Des Moines, IA
Principal Financial Services
Glen Zeller is a Series 66-licensed financial advisor with Principal Financial Services in Des Moines, IA, bringing 26 years of industry experience. He has worked with Principal Securities Inc. since 2016 and concurrently maintains involvement in Perkins Restaurant and Zeller's Records. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Sara B
Series 66
Des Moines, IA
Principal Financial Services
Sara Bodnar is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Securian Financial Services and Wealth Enhancement Advisory Services. She serves as Board Secretary for the Camp Patmos Endowment, overseeing the establishment and ongoing management of the fund. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.
Eddie C
Series 66
West Des Moines, IA
Principal Financial Services
Eddie Coleman is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. He has worked with Principal Life Insurance and Principal Securities since 2006. Coleman partners with KHI Solutions through a referral process to provide Medicare supplement, Medicare Advantage, and ACA plan assistance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.
Blake R
Series 66
West Des Moines, IA
Principal Financial Services
Blake Ramsey is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and four years of industry experience. He has been involved with Wealth By Choice and Bening Financial Organization, and currently serves as a partner at Bening Financial Organization. Outside of his advisory work, he has participated in community events such as working at the Iowa State Fair concerts. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.
Nathan W
Series 66
West Des Moines, IA
Principal Financial Services
Nathan Woosley is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. His prior roles include work at Platinum Supplemental Insurance and ownership of a landscaping business. He is also a committee member of Indianola Young Professionals, where he contributes to community networking and event planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis.
Kapil J
Series 66
Des Moines, IA
Principal Financial Services
Kapil Joshi is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 66 credential and has five years of industry experience. His prior work includes roles at Principal Securities Inc, Principal Life Insurance Company, WNS Global Services, The Guardian Life Insurance Company of America, and multiple Cetera entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.
Luella M
Series 63, Series 65
Des Moines, IA
Principal Financial Services
Luella Mahoney is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Principal Securities and Principal Life Insurance Co. since 2003. Outside of advisory work, she is involved in a real estate business focusing on rental properties and house flipping. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Gregory V
Series 66
Des Moines, IA
Principal Financial Services
Gregory Van Arendonk is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Principal Financial and Principal Securities since 2006. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.
Alexandria T
Series 63, Series 65
Des Moines, IA
Principal Financial Services
Alexandria Tursi is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having five years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance since 2015. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.
Joshua C
Series 63, Series 66
Ankeny, IA
Eagle Strategies (NY Life)
Joshua Cowart is a financial advisor with Eagle Strategies (New York Life) based in Ankeny, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2018 and has longstanding ties to New York Life and its affiliated broker-dealer and insurance companies since 2004. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.
Gregory C
Series 63, Series 66
West Des Moines, IA
Principal Financial Services
Gregory Cismoski is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 66 licenses and 35 years of industry experience. His prior roles include positions at Helix Benefits Group and Principal Securities, with longstanding involvement at DC Retirement Strategies and Principal Life Insurance Company. Outside of advisory work, he is involved in a cow/calf replacement sales business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment adviser and promoter arrangements.
Robert A
CFP®, Series 63, Series 66
West Des Moines, IA
Mariner
Robert Anderson is a CFP® with 19 years of industry experience, currently advising at Mariner in West Des Moines, IA. He has previously worked at Avantax Investment Services, ProEquities, Inc., and Honkamp Krueger Financial Services. Anderson serves as a board member of the St. Pius X Church Foundation in Urbandale, IA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.
Chuong T
Series 66
Des Moines, IA
Principal Financial Services
Chuong Thi is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. She has worked with Principal Securities and Principal Life Insurance since 2017, with previous roles at Sammons Financial Network, Parkland Securities, and Midland National Life. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment adviser and promoter arrangements.
Suad C
Series 66
Urbandale, IA
Integrity Alliance, LLC
Suad Cuturic is a financial advisor with Integrity Alliance, LLC in Urbandale, IA, holding a Series 66 designation and two years of industry experience. Prior to joining Integrity Alliance, Cuturic worked at several Cetera-affiliated firms and Wells Fargo. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of advisory programs through a combination of discretionary accounts, model portfolios, and third-party sub-advisers.
Jonathan G
Series 63
Des Moines, IA
Principal Financial Services
Jonathan Goergen is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 63 designation and has 32 years of industry experience. He has been with Princor Financial Services Corporation and Principal Mutual Life Insurance Co. since 1995. Outside of his advisory role, he serves on the board of Ankeny Christian Academy and coaches cross country, basketball, and soccer. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.
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...
1,642 advisors near
50023
within the area shown on the map
Out of 400,000+ nationwide