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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 designation and eight 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. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm utilizes a variety of investment strategies and provides both discretionary and held-away advice, managing approximately $1.55 billion in assets with a team of 84 advisors.

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

Series 66

Aurelia, IA

LPL Financial

Brandon Slaughter is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of experience in the industry. His prior work includes roles at Morgan Stanley DW Inc. and Broker Dealer Financial Services Corp. Beyond his advisory duties, he serves as a high school official for multiple sports and coaches junior varsity girls softball in Cherokee, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party asset management, and institutional platforms, combining scale with a broad array of financial products and services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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.”

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