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19 advisors near
50601
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.
John E
Series 63, Series 66
Ackley, IA
Eagle Strategies (NY Life)
John Enslin is a financial advisor with Eagle Strategies (NY Life) based in Ackley, Iowa, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with firms including Innovative Financial Solutions Group and R2 Financial Strategies, and he operates The Enslin Group, LLC. Outside of financial services, Enslin owns Cougar Fitness LLC, a small gym in Ackley, and serves in community development roles including secretary of the Ackley Development Commission and board member of the Hardin County Economic Development Advisory Council. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a notable focus on retirement investors, defined benefit plans, and insurance-related advisory solutions.
Adam N
Series 66
Iowa Falls, IA
Thrivent Investment Management
Adam Nederhoff is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Green Belt Bank & Trust and American Family Insurance. He serves on multiple community boards, including the Ellsworth College Foundation, Hansen Family Hospital, and Lighthouse Center of Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without portfolio management or discretionary trading authority.
John J
CFP®, ChFC®, Series 63, Series 66
Parkersburg, IA
Fisher Investments
John Joyner is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with Fisher Investments and previously worked at Edward Jones for seven years, along with prior roles at Tim Joyner Insurance Agency and State Farm VP Management Corp. Outside of his advisory work, he operates a self-proprietorship buying and selling rare coins. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach with a five-member committee that integrates quantitative and qualitative research to build diversified portfolios across equity, fixed-income, and blended mandates.
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.
Michael T
Series 66
Iowa Falls, IA
Thrivent Investment Management
Michael Truesdell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a board member for the Greater Chamber of Commerce in Story City, participating in the Economic Vitality committee, and works as an assistant basketball coach for a local high school girls’ team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that address topics such as retirement, tax, estate, and special needs planning. The firm separates its planning services from managed accounts and does not offer portfolio management for institutional clients.
Christopher S
Series 63, Series 66
Iowa Falls, IA
Cetera
Christopher Stauffer is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Cetera and its affiliated entities since 2013 and has also been associated with Iowa Falls State Bank since 2013. Outside of his advisory work, he serves as president of the board of the Iowa Falls Community School District and is a board member at large for Friends of Calkin's Nature Area. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of over 10,000 advisors and utilizes a multi-manager platform with diverse investment program options.
Aaron F
Series 66
Iowa Falls, IA
Thrivent Investment Management
Aaron Fopma is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Iowa Falls, IA. He has seven years of industry experience and previously worked for Iowa Select Farms for 22 years. Outside of his advisory role, he serves on several nonprofit boards, including the Scenic City Civic Foundation, Overflow Thrift Store, Omega Life Christian Ministries, and the Iowa Farm Bureau. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account services through its consolidated billing option, WealthPlan.
Michel S
CFP®, Series 66
Iowa Falls, IA
Edward Jones
Michel Swartzendruber is a CFP® professional with six years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2020. Prior to his advisory career, he worked for 17 years with the Iowa Falls Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Nora T
Series 66
Iowa Falls, IA
Edward Jones
Nora Tweeten is a financial advisor at Edward Jones in Iowa Falls, IA, holding a Series 66 designation. She has recent experience at Hormel Foods and Ameriprise Financial and is currently completing her studies at Wartburg College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.
Abby Z
CFP®, ChFC®, Series 65, Series 66
Iowa Falls, IA
Edward Jones
Abby Zaimes is a financial advisor at Edward Jones in Iowa Falls, IA, holding the CFP® and ChFC® designations with three years of industry experience. Prior to Edward Jones, she worked at RSM and has a background that includes roles in both accounting and consulting. Outside of her advisory role, she has engaged in direct sales as an independent consultant for Rodan + Fields. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.
Jody W
Series 66
Iowa Falls, IA
Cetera
Jody Wood is a financial advisor at Cetera with 22 years of industry experience. She holds the Series 66 designation and has previously worked at Voya Financial Advisors. Outside of her advisory role, she is the owner of a specialty baking business, One Sweet Cake. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to both affiliated and third-party money managers.
Kevin T
Series 63, Series 65
Parkersburg, IA
LPL Financial
Kevin Truax is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he owns several young horses that are trained and shown in national competitions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.
Rachel L
CFP®, Series 66
Iowa Falls, IA
Edward Jones
Rachel Lewey is a CFP® professional with 11 years of experience, serving at Edward Jones since 2015. She operates out of Iowa Falls, IA, and is also involved as a Beach Body coach, participating in health coaching without a downline. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and is notable for its extensive nationwide network of financial advisors and branch offices.
Megan H
Series 66
Iowa Falls, IA
Thrivent Investment Management
Megan Hansen is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Thrivent Investment Management since 2010 and worked under the Michael Stensland / Thrivent Financial team from 2010 to 2019. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines holistic, goal-based planning with managed-account programs under a consolidated billing option called “WealthPlan,” and does not accept discretionary trading authority for its planning services.
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.
Brock J
CFP®, Series 66
Iowa Falls, IA
Edward Jones
Brock Jacobson is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Iowa Falls, IA, with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he is involved in several agricultural and property ventures, including ownership interests in hog facilities and rental properties in Iowa and Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large national advisor and branch network and operates under a fiduciary standard.
Douglas H
Series 63, Series 66
Iowa Falls, IA
Edward Jones
Douglas Haverkamp is a financial advisor with Edward Jones in Iowa Falls, IA, holding Series 63 and Series 66 credentials and possessing 36 years of industry experience. He has been with Edward Jones since 1989. Outside of advising, he serves on the Owa Falls Revolving Loan Fund Committee and owns a commercial rental office building and personal farm/timber land used as hunting property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branches, as well as its integrated capabilities including trust services and securities-based lending.
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...
19 advisors near
50601
within the area shown on the map
Out of 400,000+ nationwide