Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

6 advisors near
51248

Out of 400,000+ nationwide

firm logo

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.

Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
user avatar
firm logo

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

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.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar
firm logo

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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")