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Jolene H

Series 63, Series 66

Nashua, IA

Transamerica Financial Advisors

Jolene Henn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked for Cuna Brokerage Services Inc and Cuna Mutual Group for 26 years. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers for portfolio management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Clint W

Series 66

New Hampton, IA

Edward Jones

Clint Whitcome is a financial advisor with Edward Jones in New Hampton, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Whitcome is involved in agriculture as a farmer with Whitcome Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Tyler M

Series 66

New Hampton, IA

Edward Jones

Tyler Metcalf is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked for five years at Farmers State Bank and spent one year at KWWL-TV. He also has four years of experience associated with Wartburg College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies and supporting approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew M

Series 66

New Hampton, IA

Edward Jones

Matthew Mummelthei is a Series 66-registered financial advisor with Edward Jones in New Hampton, Iowa. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory work, he is involved in multifamily investment properties through REM Capital. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Angelina D

Series 63, Series 65

Nashua, IA

Cambridge Investment Research Advisors

Angelina Dietz is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at FBL Financial Group, TIAA, and Cetera Investment Advisers. Dietz serves as president of the Nashua Women of Today and the Gateway to Northeast Iowa Welcome Center, and she is involved in local nonprofit leadership including US Founders Charities and St. John Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of strategies and platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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