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5 advisors near
50441
within the area shown on the map
Out of 400,000+ nationwide
Belen K
ChFC®, Series 63
Hampton, IA
Prosperity Capital Advisors
Belen Krabbe is a financial advisor with Prosperity Capital Advisors who holds the ChFC® designation and Series 63 license, with 39 years of industry experience. She has worked at multiple firms including Mercap Securities, Regal Investment Advisors, and Regulus Advisors, and has operated Franklin Financial Services since 1991. Krabbe is a board member of the Kiwanis Club of Hampton, IA. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, high-net-worth investors, corporations, and retirement plans. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision, employing core and specialized models from providers such as BlackRock, Dimensional, and Vanguard.
Bradley S
Series 63, Series 66
Hampton, IA
Eagle Strategies (NY Life)
Bradley Scheideman is a financial advisor with Eagle Strategies (NY Life) in Hampton, IA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked with Eagle Strategies since 2016 and operates his own firm, Scheideman Financial Strategies, since 2008. Outside of his advisory work, Scheideman serves as a church elder at Faith Baptist Church and is a board member of the Fellowship of Christian Athletes, reflecting involvement in community and faith-based activities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.
William R
CFP®, Series 63, Series 65
Geneva, IA
Cetera
William Raney is a CFP® professional at Cetera with 32 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services, LLC since 2013 and has served as a financial advisor at Grundy National Bank since 2006. Raney is also involved in selling fixed life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services, offering multiple program structures and access to various third-party managers.
Soren H
Series 66
Hampton, IA
Edward Jones
Soren Heilskov is a financial advisor at Edward Jones in Hampton, Iowa, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is known for its extensive retail advisor and branch network, and it provides various discretionary and non-discretionary investment solutions under a fiduciary standard.
Philip H
ChFC®, Series 63
Hampton, IA
OSAIC
Philip Hauser is a financial advisor with OSAIC Wealth, Inc., holding the ChFC® credential and Series 63 license, and has 42 years of industry experience. He has held positions at Royal Alliance Associates, INC., Ameritas Investment Corp, and Central Financial Group, where he continues to serve. In addition to his advisory work, he is involved in general grain farming in Hampton, Iowa. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.
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Finding advisors...
5 advisors near
50441
within the area shown on the map
Out of 400,000+ nationwide