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Nicholas H

CFP®, ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Nicholas Harklau is a CFP® and ChFC® with 16 years of industry experience, currently serving as an advisor at FBL Wealth Management, LLC. He has been affiliated with FBL Marketing Services and Farm Bureau Financial Services since 2015. Outside of his advisory role, Harklau owns and manages a mini storage business. 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 a mainly non-discretionary investment approach, 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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Ryan B

CFP®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Ryan Bridwell is a CFP® with 25 years of industry experience, currently serving as an advisor at FBL Wealth Management, LLC in West Des Moines, IA. He has worked with FBL Marketing Services and Farm Bureau Financial Services since 2000. In addition to his advisory role, Bridwell operates The Ryan Bridwell Agency Inc., which focuses on insurance sales. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management primarily through wrap-fee programs and written financial planning. The firm utilizes third-party portfolio managers and operates a primarily non-discretionary model, with a focus on educational resources and its affiliation with the Farm Bureau brand.

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

Series 66

West Des Moines, IA

Beacon Capital Management, Inc.

Christopher Kobes is a financial advisor with Beacon Capital Management, Inc. holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Sammons Financial Network, Midland National Life Insurance Company, Avantax Investment Services, ProEquities, and Honkamp Krueger Financial Services. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, utilizing data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Benjamin H

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Benjamin Houdek is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at FBL Financial Group and Solid Rock Financial Group. Outside of his advisory work, Houdek instructs a sales management course at the University of Mary and serves as head soccer coach at St. Mary’s Central High School. 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, non-discretionary advice implemented via third-party sub-advisers or overlay managers.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Augustus Hanson is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 designation. He has been associated with FBL Financial Group and related entities since 2024. Prior to his current role, he had experience in education within the Helena School District and worked in property maintenance. Hanson is also licensed as an insurance agent with Farm Bureau Life and affiliated companies. 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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Patrick J

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Patrick Jackson is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at FBL Financial Group, Tenaska Inc., and service in the US Army and Army Reserve. Outside of advising, he serves as a council member for the City of Lehigh and is involved in farming and ranching operations. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, and charitable organizations, focusing on investment management through wrap-fee programs and written financial planning. The firm primarily uses third-party portfolio managers and operates a mostly non-discretionary advisory model.

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

Series 63, Series 65

Urbandale, IA

Foster Group, INC.

Nathan Buckallew is a financial advisor at Foster Group, Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merkle Retirement Planning and Northwestern Mutual. Outside of his advisory role, Buckallew serves as the head baseball coach for Johnston High School. Foster Group, Inc. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans through a team of 54 advisors. The firm employs a long-term, asset-allocation-driven investment approach with diversified exposure to mutual funds, ETFs, and independent managers, offering tiered client services ranging from digital CoreWealth solutions to more customized SelectWealth engagements.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Troy S

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Troy Stone is a financial advisor at FBL Wealth Management, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses. His career includes work with FBL Financial Group since 2026 and a long affiliation with Farm Bureau from 2011 to 2026. 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, focusing on individualized, non-discretionary advice implemented with third-party sub-advisers and overlay managers.

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

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Joshua Corbett is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Group, Mel Hambelton Ford, and USD 357 Belle Plaine High School. Outside of advisory services, he is active as a full-time insurance sales associate 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, relying on third-party portfolio managers and sub-advisers, 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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Caleb B

CFP®, Series 63, Series 65

Urbandale, IA

Foster Group, INC.

Caleb Brown is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Foster Group, INC. He has been with Foster Group since 2014, including prior roles within the same firm. Foster Group, INC. manages approximately $4.78 billion for individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment strategy focused on diversified mutual funds and ETFs, offering tiered service levels from digitally-led CoreWealth solutions to tailored SelectWealth engagements.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Paul E

CFP®, Series 63, Series 65

West Des Moines, IA

Arete Wealth Advisors, LLC

Paul Espey is a CFP® professional with 21 years of industry experience, currently serving at Arete Wealth Advisors, LLC in West Des Moines, IA. He has worked with Arete Wealth Management and Arete Wealth Advisors since 2012. Outside of his advisory role, Espey is a partner and investment advisor at Silvercap Wealth Management, Inc., and is involved in tax preparation services through Silvercap Tax Services LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary model allocations, as well as third-party sub-advisers and due diligence processes.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Aaron F

Series 66

Clive, IA

Mutual Of Omaha Investor Services, Inc.

Aaron Farver is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Mutual of Omaha Investor Services, Inc. and also holds a role as an insurance agent specializing in life, health, and annuities. His prior experience includes positions at MWA Financial Services, Modern Woodmen of America, Duncan Aviation, and FedEx Ground. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed solutions and third-party money manager relationships. The firm offers various managed account programs and retirement plan consulting, operating 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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Daniel H

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Daniel Hawthorne is a CFP® and Series 65 registered advisor with Foster Group, Inc. in Urbandale, IA, where he has worked since 2021. He has five years of industry experience, including four years of service in the United States Air Force. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 clients, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation-driven investment approach, emphasizing diversified mutual funds, ETFs, and independent managers, while offering tiered service levels tailored to client complexity.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Paul S

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Paul Soderlund is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 14 years of industry experience. He has worked with Farm Bureau Financial Services since 2016 and FBL Marketing Services since 2015. 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 advice and uses a combination of strategic and tactical asset allocation, value-oriented selections, and both fundamental and technical analysis, often implementing client strategies through third-party discretionary managers.

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

Series 63, Series 65, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Mark Wolff is a financial advisor at FBL Wealth Management, LLC with 37 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Manning & Napier Advisors, LLC and Rainier Investment Management. 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 non-fiduciary retirement-plan services. The firm emphasizes individualized advice with a non-discretionary approach to client accounts, utilizing third-party sub-advisers or overlay managers for discretionary trading.

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

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Isabel Mc Millen is a CFP® and Series 65-licensed advisor with four years of industry experience. She has worked at Foster Group, Inc. since 2025 and previously spent three years at Iron Horse Wealth Management. Isabel’s background also includes roles in education and retail. Foster Group, Inc. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, institutional clients, and retirement plans. The firm employs a long-term, asset-allocation investment approach with diversified mutual fund and ETF exposure, offering tailored service tiers and leveraging digital platforms for portfolio management and estate planning.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Jonathan E

CFP®, Series 65

Urbandale, IA

Foster Group, INC.

Jonathan Evans is a CFP® with 18 years of industry experience and has been with Foster Group, Inc. since 2012. He holds the Series 65 designation and is based in Urbandale, Iowa. Foster Group, Inc. serves individuals, including high-net-worth clients, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm emphasizes a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds and ETFs, offering segmented service tiers and leveraging digital tools and third-party platforms for comprehensive financial planning and management.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Kellan J

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Kellan Jordan is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 11 years of industry experience. He has previously worked at Saybrus Equity Services, Inc., Farmers Financial Solutions, and Farmers Insurance. Jordan is also an owner and partner of Jordan Stores, LLC, an umbrella company for several non-investment-related businesses. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers investment management through wrap-fee programs and written financial planning, relying on third-party portfolio managers and sub-advisers for discretionary trading.

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

Series 65, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Chase De Filippo is an investment adviser representative at FBL Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 registrations and has professional experience with FBL Financial Group and Oklahoma Farm Bureau Mutual Insurance Companies. De Filippo is also actively involved in insurance sales through his work with Farm Bureau Life and its affiliates. 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 third-party discretionary managers while emphasizing individualized, non-discretionary advice tailored to clients’ objectives and risk tolerances.

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

CFP®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Valerie Seidel is a CFP® professional with 20 years of experience, currently serving as an advisor at FBL Wealth Management, LLC in West Des Moines, IA. She has been associated with FBL Financial Group since 2006 and has worked with FBL Marketing Services for over 14 years. Valerie also holds a role as an insurance agent affiliated with Farm Bureau Life and Mountain West Farm Bureau Mutual Insurance, reflecting involvement in insurance-related activities. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm offers personalized financial planning and investment management through non-discretionary advisory relationships, emphasizing tailored strategies and employing third-party managers to execute discretionary trading where applicable.

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