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16 advisors near
51201
within the area shown on the map
Out of 400,000+ nationwide
Randy I
CFP®, ChFC®, Series 63, Series 65
Orange City, IA
Compass Lighthouse Capital, LLC
Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at Compass Lighthouse Capital since 2019 and Northwest Wealth Management since 2010. In addition to his advisory role, he is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, specializing in discretionary portfolio management and access to model portfolios managed by third-party sub-advisers. The firm’s investment approach includes rigorous selection and ongoing monitoring of sub-advisers based on quantitative and qualitative criteria, with clients selecting risk categories aligned to model portfolios.
Christopher I
Series 63, Series 65, Series 66
Orange City, IA
Compass Lighthouse Capital, LLC
Christopher Immeker is a financial advisor with Compass Lighthouse Capital, LLC in Orange City, Iowa, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Cetera and its affiliated entities since 2013 while leading Compass Lighthouse Capital since 2020. He serves as a board member for Orange City Area Health System and is involved in financial services through ISB Wealth Management and fixed insurance sales. Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on discretionary portfolio management and third-party model portfolios. The firm emphasizes careful selection and monitoring of sub-advisers using quantitative and qualitative criteria and operates under a bank holding company's ownership with a unique fee and compensation structure.
Jeremy V
Series 66
Orange City, IA
SPC
Jeremy Van Beek is a financial advisor with SPC in Orange City, IA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC, Cornerstone Financial Advisors, and Dordt University. Outside of advising, he serves as a church elder at Living Water Community Church and is a commissioned notary public in Iowa. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs such as the SIGMA Managed Account and the Axis Platform.
Benjamin H
Series 63, Series 65
Orange City, IA
Eagle Strategies (NY Life)
Benjamin Hulstein is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including over 25 years with New York Life Insurance Company. He serves as a board member and president of the Stewarts Landing Condo Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and institutional plan sponsors. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.
Christopher S
Series 63, Series 66
Orange City, IA
Eagle Strategies (NY Life)
Christopher Saras is a financial advisor with Eagle Strategies (NY Life) based in Orange City, Iowa, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has worked with firms including Capital Edge Insurance & Financial Services and The Pathway Financial Group, and serves on the board of the Fellowship of Christian Athletes in Northwest Iowa. Saras is also involved with several nonprofit boards focused on athletics and education. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Adam B
Series 63, Series 65
Orange City, IA
Eagle Strategies (NY Life)
Adam Buss is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 credentials. He has six years of industry experience, including prior roles at CNA Surety. Outside of his advisory work, Buss owns a woodshop hobby business where he creates wood signs, and he serves as a board member for the Brandon Community Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.
Anthony V
Series 66
Orange City, IA
Money Concepts Capital Corp
Anthony Vande Brake is a financial advisor with Money Concepts Capital Corp in Orange City, IA, holding a Series 66 designation and eight years of industry experience. He has worked with Money Concepts Capital Corp since 2017 and was previously with Van Rooyen Financial Group from 2013 to 2017. In addition to his advisory role, he has been involved with the City of Orange City since 2016. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, utilizing model portfolios, advisor-designed portfolios, and third-party sub-advisers.
Derrick D
Series 63, Series 65
Orange City, IA
SPC
Derrick Dehaan is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Parkland Securities since 2014 and Van Rooyen Financial Group Inc. since 2005. Outside of his advisory roles, he is the owner and officer of Cornerstone Financial Advisors, Inc., a financial services business, and serves as a notary public in Iowa. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a broad network of advisers, providing both discretionary and nondiscretionary management options.
Sheila P
CFP®, Series 66
Sheldon, IA
Edward Jones
Sheila Peelen is a CFP® and Series 66-registered financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns and manages agricultural-related businesses, including 5th Gen Ag LLC and 5th Gen Farms LLC, and is involved in corn and soybean farming. 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 network of financial advisors and branch offices nationwide.
Daniel D
Series 66
Sheldon, IA
Edward Jones
Daniel Drescher is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked briefly at Tulip Town Bulb Company and Medtec DBA Civco Radiotherapy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Beverly W
Series 66
Orange City, IA
Cetera
Beverly Walhof is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 credential and has worked at Cetera and affiliated entities since 2018. In addition to her advisory role, Walhof serves as a facilitator for Love INC, Sioux County, a nonprofit focused on addressing material, emotional, and relational poverty through community church programs. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.
Ethan V
Series 66
Sheldon, IA
Cetera
Ethan Van Holland is a financial advisor with Cetera, holding a Series 66 credential and seven years of industry experience. He has worked with firms including Avantax and Mutual of Omaha and owns Van Holland Accounting LLC, where he provides tax and bookkeeping services. Additionally, he is an insurance agent selling health, dental, and vision insurance through PIPAC Health & Life Insurance Brokerage. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios under various program structures.
Ryan D
Series 66
Orange City, IA
Cetera
Ryan Doughan is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and its affiliated entities since 2018 and was previously with Legacy Building Company for nine years. Outside of his advisory role, he is the owner of a publishing business and serves on the board of the Orange City Public Library. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to diverse investment strategies and program platforms.
Trevor G
CFP®, ChFC®, Series 66
Sheldon, IA
Edward Jones
Trevor Gottula is a CFP® and ChFC® credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at Wells Enterprises, Inc. Outside of his advisory role, he owns a rental property in Sheldon, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.
Jay T
Series 66
Sheldon, IA
Ameriprise
Jay Theis is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a Compensation Board Representative for O’Brien County, Iowa. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.
Brandon B
Series 66
Sanborn, IA
Cetera
Brandon Braaksma is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked at Iowa State Bank and Cetera Wealth Services, LLC since 2015. Outside of his advisory role, he is involved in farming livestock and crop production and serves as a board member for local nonprofit organizations, including the Children’s World Foundation and the Community Foundation of Sheldon, Iowa. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party money managers.
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Finding advisors...
16 advisors near
51201
within the area shown on the map
Out of 400,000+ nationwide