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Nathaniel R

Series 63, Series 65

Urbandale, IA

Creativeone Wealth, LLC

Nathaniel Reeder is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, Broker Dealer Financial Services Corp., and First Heartland Consultants, Inc. He is also involved in insurance and annuity advising through Fortress Wealth Management. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, incorporating various investment methods and strategies.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Martin R

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Martin Rapp is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His career includes roles at Sterling Federal Bank, LPL Financial, and FBL Financial Group. He serves as a trustee and vice president for the Mount Carroll Fire Protection District. 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, emphasizing individualized advice and a predominantly non-discretionary advisory relationship model 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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Tobias W

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Tobias Wilhelm is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at FBL Financial Group, FSC Securities Corporation, Select Quote, Allstate Insurance, and USAA Financial Planning Services. FBL Wealth Management serves a diverse clientele, including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs and financial planning, emphasizing individualized advice while relying on third-party managers for discretionary trade execution.

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

Series 63, Series 65

Urbandale, IA

Financial & Tax Architects, LLC

Brian Hoodjer is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 designations and one year of industry experience. He has worked at Financial & Tax Architects since 2024 and is also associated with Brighton Financial Group and Brighton Homes. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers retirement-plan consulting, educational seminars, and proprietary investment strategies that are reviewed and rebalanced monthly, serving mostly discretionary client relationships.

Retirement income strategy Social Security optimization Annuities Income planning General tax planning Retired
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Brian K

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Brian Klitzke is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at several firms, including Princor Financial Services and VOYA Financial Advisors, Inc., before joining Integrity Advisory Solutions and Integrity Alliance in 2025. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing both fundamental and technical analysis along with asset-allocation frameworks.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Sammi B

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Sammi Buzzard is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been affiliated with FBL Financial Group and related entities since 2015. Outside of her advisory role, she is involved in rodeo and horse showing competitions and owns a business focused on training and selling horses. 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, written financial plans, and educational seminars, emphasizing individualized, non-discretionary advice implemented via third-party discretionary managers and leveraging its affiliation 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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Valerie K

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Valerie Krier is a financial advisor at FBL Wealth Management, LLC with nine years of industry experience. She holds the ChFC® and Series 63 designations and has worked with Farm Bureau Financial Services since 2016. Outside of her advisory role, she is an ambassador for Plexus, promoting health and wellness supplements. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily employs a non-discretionary investment approach, leveraging third-party portfolio managers and RBC-sponsored wrap platforms to manage client portfolios.

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

CFP®, Series 63, Series 65

Urbandale, IA

Foster Group, INC.

Tyler Craig is a financial advisor at Foster Group, INC. in Urbandale, IA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has eight years of industry experience, including prior roles at Principal Life Insurance Company and Cerner Corp. Foster Group, INC. manages approximately $4.78 billion across nearly 2,000 client relationships, serving individuals, corporate and institutional clients, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach, utilizing diversified mutual funds, ETFs, and independent managers, and offers tailored services across multiple client tiers.

Charitable giving & philanthropy Executive Founder/Business Owner Established Professionals Approaching retirement
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Jessi D

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jessi Doke is a financial advisor at FBL Wealth Management, LLC, holding a Series 66 designation. She has been with the firm since 2026 and previously worked with Farm Bureau Financial Services for nine years. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients by delivering investment management through wrap-fee programs, written financial plans, and educational seminars. The firm emphasizes individualized advice and works with third-party sub-advisers to provide discretionary trading while maintaining primarily non-discretionary advisor-level relationships.

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

Series 65

Urbandale, IA

Royal Fund Management, LLC

Kevin Wingert is a financial advisor at Royal Fund Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Royal Fund Management since 2016. Wingert is also involved in developing educational materials for higher education through his ownership of Fellowship of Fiduciary Education, LLC, and provides training on retirement planning concepts for independent insurance professionals at American Retirement Systems. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to implement strategies tailored to clients’ risk tolerances.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Drew R

Series 65

Ankeny, IA

Lexaurum Advisors

Drew Rankin is a financial advisor at Lexaurum Advisors in Ankeny, IA, holding a Series 65 designation. He has recent experience at WealthCharter Retirement Planning and has worked in various roles including at Polk County Conservation and Iowa State University. Outside of finance, he was a soccer club referee for Dallas Center-Grimes Soccer Club. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm manages approximately $1.27 billion through a multi-advisor team, utilizing diversified portfolios aligned with modern portfolio theory and offering both discretionary and non-discretionary engagements.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Nickelo S

Series 66, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Nickelo Sleezer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked with FBL Marketing Services LLC since 2019 and FBL Financial Group since 2016. Outside of advising, he is involved with the Sleezer Fertility Center, LLC, which he has been associated with since 1997. 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 via wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and utilizing third-party sub-advisers or overlay managers for discretionary trading when applicable.

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

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Brandon Doke is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has worked with FBL Marketing Serv LLC since 2012 and with Farm Bureau since 2011. 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 various programs and emphasizes individualized advice by defining client objectives and risk tolerance, using a combination of strategic asset allocation and value-oriented selections.

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