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Julie M

CFP®, ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Julie Mcgonegle is a CFP® and ChFC® with 34 years of industry experience. She is affiliated with FBL Wealth Management, LLC in West Des Moines, IA, and has held roles at Equitrust Marketing Services, LLC and Equitrust Investment Management Services, Inc. since 1994. 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 and operates a mostly non-discretionary model, emphasizing financial planning as a written service separate from ongoing portfolio management.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Steven Mc Intyre is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Lincoln Investment Planning and FBL Financial Group. Outside of advisory services, he is actively engaged as a full-time 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 emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and providing written financial planning alongside educational resources.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Derek Anding is a financial advisor at FBL Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles including positions at FBL Marketing Services, LLC and FBL Financial Group. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management through wrap-fee programs, written financial plans, and educational seminars. The firm emphasizes individualized advice with non-discretionary client relationships supported by third-party discretionary managers, and it 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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Carmine Y

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Carmine Yankowski is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and 22 years of industry experience. He has spent his career primarily with Farm Bureau Financial Services and FBL Marketing Serv LLC. FBL Wealth Management serves a diverse range of clients including individuals, high-net-worth, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management through wrap-fee programs, written financial plans, and educational seminars, focusing on individualized advice with 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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Reece H

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Reece Heideman is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. He has been with FBL Financial Group since 2012 and joined FBL Wealth Management in 2025. In addition to his advisory role, Heideman works full-time as an insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. 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 plans, and educational seminars, emphasizing individualized advice and utilizing third-party sub-advisers for discretionary trading.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Evan Viramontes is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 credential and no prior industry experience. He has been involved in agricultural operations as Vice-President of Viramontes Farms LLC since 2012 and works as a full-time insurance agent for Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management through wrap-fee programs, written financial planning, and educational resources. The firm primarily utilizes third-party portfolio managers and operates with a non-discretionary investment approach.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Christopher Tousley is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with FBL Financial Group since 1999 and also operates insurance agencies affiliated with Farm Bureau entities. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate clients by providing investment management through wrap-fee programs, written financial planning, and educational resources. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary investment approach.

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

CFP®, Series 63, Series 66

Clive, IA

First Heartland Consultants, Inc.

James Cross is a CFP® professional with 33 years of industry experience, currently serving as an investment adviser representative at First Heartland Consultants, Inc. in Clive, Iowa. He has been with First Heartland Capital Inc. since 2007. Outside of his advisory role, he is involved in non-investment business activities including ownership in Cross and Christensen, LLC, a company focused on executing leases and managing business expenses. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning, asset management, and consulting services delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Bradley S

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Bradley Stimmel is a financial advisor at FBL Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with Farm Bureau Financial Services since 2000. Outside of his advisory role, he is involved in insurance sales through The Stimmel Agency Inc. 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 providing written financial planning along with educational resources.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Trent Adams is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has concurrently worked with Equitrust Marketing Services LLC and Farm Bureau since 2011. Outside of investment advisory, Adams is involved in insurance sales through The Adams Agency and Farm Bureau Life and Property and Casualty companies. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily uses third-party portfolio managers and RBC-sponsored wrap platforms for investment implementation, offering non-discretionary advisory services alongside written financial planning and educational resources.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Braden Fraze is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Services, and James Polk Stone Community Bank. Outside of advisory work, he is involved as a part owner and organizer in commercial real estate ventures through Audentes Ventures LLC and Fraze Family, LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily uses third-party portfolio managers and operates with a non-discretionary investment structure, providing written financial planning and educational resources through a network of Investment Adviser Representatives.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Bradley Debner is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and five years of industry experience. His background includes roles at FBL Marketing Services, FBL Financial Group, and Cambridge Investment Research Inc. He previously managed operations at Debner Enterprises, Inc. for five 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 educational seminars, using a primarily non-discretionary advisory model supported by delegated discretionary managers.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Chase Carlson is a financial advisor at FBL Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with FBL Marketing Service, LLC and FBL Financial Group since 2018. Outside of advisory work, Carlson owns AMSOIL Synthetic Motor Oils and Apple Fire Orchards, LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm delivers investment management primarily through third-party portfolio managers and offers written financial planning alongside educational seminars and newsletters.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Troy Carruthers is a financial advisor at FBL Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Jindra Angus and Motiv8 Investments LLC. Outside of his advisory role, he owns and manages Carruthers Cattle Company LLC, overseeing cattle grazing operations. 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 model that utilizes third-party portfolio managers and offers 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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Matthew G

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Matthew Gurule is a financial advisor at FBL Wealth Management, LLC with nine years of industry experience. His prior work includes roles at Edward Jones and Enterprise Holdings Inc. He holds the Series 66 designation. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers investment management through wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and non-discretionary client relationships supported by discretionary sub-advisers.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jonathan Horacek is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds a Series 66 designation and has been affiliated with FBL Financial Group and FBL Marketing Services since 2025, as well as HG Land & Cattle Co since 2010. 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 plans, and educational seminars, focusing on individualized advice and utilizing third-party discretionary managers for trade execution.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Scott Heyka is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He previously worked at Farm Bureau Financial Services for 19 years and has been affiliated with FBL Marketing Services since 2005. Heyka also operates Scott Heyka LLC, an entity established for tax and liability purposes. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm delivers investment management primarily through third-party portfolio managers and offers written financial planning, with a focus on a non-discretionary advisory model.

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

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Cade Timmerman is an advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses. He has recently entered the financial services industry, with prior work experience including roles at FBL Marketing Services, FBL Financial Group, and Strellner Financial Group. Outside of finance, his background includes time in education and service roles such as at Benton Community School District and the University of Iowa. FBL Wealth Management serves a diverse client base, including individuals, high-net-worth families, 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 a mix of strategic and tactical asset allocation implemented primarily through third-party discretionary managers.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Justin Leonard is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been associated with Farm Bureau since 2010 and also works with Equitrust Marketing Services. Outside of his advisory role, Leonard owns Home Farm BBQ, a competitive cooking business focused on barbecue competitions. FBL Wealth Management serves a diverse clientele 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 providing written financial planning along with educational resources.

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

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Sarah Phillips is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. Her prior roles include positions at Farm Bureau Financial Services and New York Life. She has been involved with FBL Marketing Serv since 2017. 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 providing written financial planning and educational resources.

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