Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

4 advisors near
51012

Out of 400,000+ nationwide

user avatar
firm logo

Paul F

Series 65

Cherokee, IA

Royal Fund Management, LLC

Paul Fokken is a financial advisor with Royal Fund Management, LLC, holding a Series 65 credential and seven years of industry experience. He is also the sole proprietor of Fokken Financial Services, where he sells life, long-term care, and disability insurance, as well as annuities. His prior work includes a position at Keller Insurance and Financial Services, Inc. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies tailored to client risk tolerance and manages portfolios under written Investment Policy Statements.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
firm logo

Jacob R

CFP®, Series 66

Cherokee, IA

Edward Jones

Jacob Rochleau is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Cherokee, Iowa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Brandon S

Series 66

Aurelia, IA

LPL Financial

Brandon Slaughter is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 13 years with Broker Dealer Financial Services Corp. Outside of his advisory work, Slaughter is involved in community activities including serving as a high school athletic official and assistant girls softball coach in Cherokee, Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing various model portfolios and research resources to support both discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Elwyn K

Series 66

Aurelia, IA

Thrivent Investment Management

Elwyn Kempfert is a financial advisor with Thrivent Investment Management in Aurelia, IA, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")