Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,656 advisors near
50266

Out of 400,000+ nationwide

user avatar
firm logo

Anthony P

Series 65

Urbandale, IA

Integrity Alliance, LLC

Anthony Peck is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Heartland Retirement Group and Mary Greeley Medical Center. Outside of his advisory role, he is the owner and CEO of ACP Financial LLC, a fixed insurance business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
user avatar
firm logo

Scott W

Series 63, Series 66

Grimes, IA

VOYA Financial Advisors, Inc.

Scott Whitten is a financial advisor with Voya Financial Advisors, Inc., holding the Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Peak Brokerages Services LLC and Next Financial Group, Inc., among others. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering recommendation-based advice across multiple program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar
firm logo

Michael J

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Michael Jones is a financial advisor with Principal Financial Services in Des Moines, IA. He holds the Series 63 and Series 66 designations and has 13 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active‑duty military personnel abroad. 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.

Retired Founder/Business Owner
user avatar
firm logo

Paul R

ChFC®, Series 63

Ankeny, IA

Hornor, Townsend & Kent, LLC

Paul Roa is a financial advisor at Hornor, Townsend & Kent, LLC with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Hornor, Townsend & Kent in 2025, he held multiple roles at Northwestern Mutual and its affiliated entities from 1976 to 2025. Outside of advisory work, he is also involved in insurance brokerage, including sales and service of Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting a range of account structures and third-party asset manager relationships.

Business succession planning Wealth management
user avatar
firm logo

Walker P

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Walker Person is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Integrity Alliance since 2025 and previously spent over a decade with The Leaders Group Inc and VIP Insurance. Outside of his advisory role, he occasionally sells insurance to friends and family on a commission basis. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers continuous asset management, financial and retirement plan consulting, and access to various third-party manager programs, using a range of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
user avatar
firm logo

Austin N

Series 66

West Des Moines, IA

Principal Financial Services

Austin Nichols is a financial advisor with Principal Financial Services holding a Series 66 license. He has been with Principal and its affiliated entities since 2024. Prior to joining the financial services industry, he worked at Veenker Golf Course and attended Iowa State University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar
firm logo

Steven L

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Steven Lowe is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Principal Securities Inc. for 10 years and holds a role at Principal Life Insurance Co. dating back 21 years. 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar
firm logo

Scott K

Series 63, Series 66

West Des Moines, IA

Principal Financial Services

Scott Krueger is a financial advisor with Principal Financial Services in West Des Moines, IA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Krueger has worked with Principal Life Insurance Co. since 2009 and Principal Securities Inc. since 2016. Outside of his advisory role, he serves as a color commentator for the Iowa Wild hockey team. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Retired Founder/Business Owner
user avatar
firm logo

Willard G

ChFC®, Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Willard Gombert is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and previously worked at Voya Financial Advisors and has been involved with The Financial Architects since 1999. Outside of his advisory work, he co-owns WHAZZUP, LLC, a business unrelated to investments. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
user avatar
firm logo

Tyrone P

ChFC®, Series 63, Series 65

Des Moines, IA

Principal Financial Services

Tyrone Petsche is a financial advisor with Principal Financial Services in Des Moines, IA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Principal Securities Inc. and Principal Life Insurance Company since 1998. 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 stationed abroad. The firm’s advisory offerings include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar
firm logo

Kalvin J

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Kalvin Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes roles at Brokers International Financial Services, Gladstone Wealth Partners, and Gradient Wealth Management. Outside of his advisory duties, he is involved in insurance sales and manages several insurance-related businesses. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through multiple platforms, employing various allocation approaches and supporting customized plan services.

Annuities ESG / Sustainable investing
user avatar
firm logo

David W

CFP®, Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

David Warrick is a CFP® with 41 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has worked at Brokers International Financial Services since 2013 and operates J C Warrick & Co. Inc. since 2003. In addition to his advisory work, he is involved in tax preparation and insurance services through his own business activities. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a network of 164 independent advisors. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party programs.

Annuities ESG / Sustainable investing
user avatar
firm logo

Matthew H

CFP®, Series 65

Urbandale, IA

Creative Planning

Matthew Heatley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. He has worked at Creative Planning and its predecessor firm since 2018 and previously was with Waddell & Reed from 2015 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by a range of supplemental portfolio techniques.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
user avatar
firm logo

Grant R

ChFC®, Series 63, Series 66

West Des Moines, IA

Principal Financial Services

Grant Reding is a financial advisor at Principal Financial Services with seven years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Principal Funds Distributors, and Avid Technical Resources. He also maintains an outside insurance position involving fixed insurance products such as life, disability, medical, long-term care, and annuities. 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.

Retired Founder/Business Owner
user avatar
firm logo

Katelyn H

Series 63, Series 65

West Des Moines, IA

Principal Financial Services

Katelyn Harder is a financial advisor at Principal Financial Services with 8 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at LSB Capital Management, LPL Financial, Mutual of Omaha, and Horace Mann. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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.

Retired Founder/Business Owner
user avatar
firm logo

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.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar
firm logo

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.

Retired Founder/Business Owner
user avatar
firm logo

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.

Annuities ESG / Sustainable investing
user avatar
firm logo

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.

Retired Founder/Business Owner
user avatar
firm logo

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.

Retired Founder/Business Owner
Warmer team member

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.

Find your advisor

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”)