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John K

CFP®, Series 66

Pella, IA

Edward Jones

John Krogstad is a CFP®-designated financial advisor with Edward Jones, based in Pella, IA. He has 18 years of industry experience, all of which has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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Kaurie M

Series 66

Pella, IA

Edward Jones

Kaurie Marinkovich is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education at Pella Community Schools and Montezuma Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Jeffrey F

Series 63, Series 65

Pella, IA

Primerica Advisors

Jeffrey Fiscella is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he has worked at Des Moines Area Community College and Team Restoration Ministries. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Caleb V

Series 66

Pella, IA

Raymond James Financial

Caleb Van Arendonk is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has one year of industry experience and has worked concurrently at Raymond James Financial Services Advisors, Inc., Marion County Bank, and Grand Canyon University since 2025. Outside of his advisory role, he is involved with Main Street Advisory Group, a non-investment-related support company in Pella, Iowa. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services using risk profiling and analytical modeling, and it supports municipal and public finance work alongside innovative advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Noah A

Series 66

Newton, IA

Edward Jones

Noah Allen is a Series 66-licensed financial advisor with Edward Jones in Newton, IA. He joined Edward Jones in 2024 and has prior experience in education, including roles at Central College and Mount Marty University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert M

Series 66

Newton, IA

LPL Enterprise

Robert Mccarey is a financial advisor with LPL Enterprise, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Co, and Birchcorp Financial. He is also a notary public with Birch Corp LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers alongside financial planning and consulting services.

Tax-loss harvesting
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Dustin S

Series 63, Series 65

Grinnell, IA

Cambridge Investment Research Advisors

Dustin Smith is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2020. Prior to that, he worked for Securities America from 2008 to 2020. Smith serves on the Hotel Motel Tax Committee for the City of Grinnell and is active in the Grinnell Kiwanis Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through an extensive network of independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary investment approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Philip A

Series 66

Grinnell, IA

Edward Jones

Philip Arendt is a Series 66 licensed financial advisor with Edward Jones in Grinnell, IA, having been with the firm for two years. Before joining Edward Jones, he worked in exterior cleaning and education roles, including positions at Vortex Exterior Cleaning and Regina Catholic Education Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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