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8 advisors near
50129
within the area shown on the map
Out of 400,000+ nationwide
Aaron S
Series 66
Perry, IA
Kestra Advisory
Aaron Sturm is a financial advisor with Kestra Advisory and holds a Series 66 designation. He joined the firm in 2026 and previously worked at Casey's Corporation from 2022 to 2025, as well as serving in educational roles at the University of Iowa and Waukee High School. Sturm is based in Perry, Iowa. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and supports multiple management platforms with approximately $79.8 billion in assets under management.
Jackson M
Series 66
Jefferson, IA
Edward Jones
Jackson Morton is a financial advisor at Edward Jones in Jefferson, IA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience working in various roles including at Mumma and Pedersen Law Firm, Home State Bank, and Heartland Bank. Outside of his advisory role, he is involved with Paup Farms LLC and Paup Ag Services LLC in farming and agricultural services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of advisory services supported by a large nationwide network of financial advisors and branch offices.
Maxwell N
CFP®, Series 63, Series 66
Jefferson, IA
LPL Financial
Maxwell Neese is a financial advisor at LPL Financial with five years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Cambridge Investment Research Advisors, MWA Financial Services, and Modern Woodmen of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies and advisor support tools.
Andrew B
Series 66
Perry, IA
Edward Jones
Andrew Brommer is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Princor Financial Group and Principal Life Insurance Co. Brommer is also the owner of Brommer Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.
Timothy H
CFP®, Series 63, Series 65
Jefferson, IA
LPL Financial
Timothy Heisterkamp is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he worked at Cambridge Investment Research Advisors and Investment Centers of America, Inc. Heisterkamp is also a minister and has been involved in political organizing through the Thomas Laehn Exploratory Committee, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Juliana D
Series 65, Series 63
Jefferson, IA
LPL Financial
Juliana Dukes is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with FBL Marketing Services and Farm Bureau Financial Services. Outside of her advisory work, she is involved in chicken egg farming and jewelry sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms.
Robert D
Series 63, Series 66
Jefferson, IA
Edward Jones
Robert Dozier is a financial advisor with Edward Jones in Jefferson, IA, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is involved in farming activities through ownership and joint ownership in several farm properties and farming LLCs in Redfield and Linden, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.
Jill H
Series 63, Series 65
Jefferson, IA
LPL Financial
Jill Hankel is a financial advisor at LPL Financial with three years of industry experience. Her prior work includes roles at Peoples Trust Savings Bank, Bank of The West, MacDonald Insurance, and Dupont-Pioneer. Outside of her advisory duties, she serves as a pastor at Central Christian Church in Jefferson, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary research and third-party strategies.
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Finding advisors...
8 advisors near
50129
within the area shown on the map
Out of 400,000+ nationwide