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4 advisors near
50250
within the area shown on the map
Out of 400,000+ nationwide
Brian E
Series 66
Greenfield, IA
Packerland Brokerage Services, Inc.
Brian Eisbach is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Packerland in 2023, he worked at Brokers International Financial Services and Broker Dealer Financial Services Corp. Eisbach is involved in his community as a committee member of the Empowering Adair County Foundation, a high school athletics coach, and a board member of the Greenfield Community Development Corporation. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.
Russell W
Series 65
Stuart, IA
Royal Fund Management, LLC
Russell Wagner is a financial advisor at Royal Fund Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at American Retirement Systems. Wagner is also an independent licensed insurance agent based in Stuart, Iowa. Royal Fund Management serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as options writing and access to select non-traded REITs.
Dillon S
Series 66
Greenfield, IA
OSAIC
Dillon Shindelar is a financial advisor with OSAIC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining OSAIC Wealth Inc, he worked at Wells Fargo for 13 years. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing a variety of investment strategies, third-party platforms, and proprietary tools to manage portfolios across multiple asset classes.
James S
Series 63, Series 65
Greenfield, IA
OSAIC
James Shindelar is a financial advisor with OSAIC in Greenfield, IA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining OSAIC in 2023, he spent 28 years at FSC Securities Corporation. Outside of his advisory role, he operates a general insurance business and is involved in farming, as well as providing tax preparation services as a sole proprietor. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services with a variety of portfolio management tools and access to third-party money managers.
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Finding advisors...
4 advisors near
50250
within the area shown on the map
Out of 400,000+ nationwide