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17 advisors near
51521
within the area shown on the map
Out of 400,000+ nationwide
Austin B
Series 65
Minden, IA
Empower Advisory Group
Austin Beebe is a financial advisor at Empower Advisory Group with a Series 65 designation and over six years of industry experience. His prior roles include positions at Personal Capital, UBS, and DV Trading. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, delivering services through integrated platforms that emphasize long-term portfolio returns and annual rebalancing.
Brady G
Series 65, Series 63
Avoca, IA
Primerica Advisors
Brady Griffin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc., Robinson Ruhnke, PC, and Rush CPA & Associates. He owns Griffin CPA LLC, a separate accounting business based in Audubon, Iowa. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports accounts through Pershing custody and BNY Mellon Advisors as an overlay manager.
Thomas G
Series 66, Series 63
Walnut, IA
Ameriprise
Thomas Gross is a financial advisor with Ameriprise who holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining Ameriprise in 2022, he worked at FBL Marketing Services and Farm Bureau. He serves as President on the Board of Directors for the Walnut Education Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Thad N
Series 66
Harlan, IA
Edward Jones
Thad Nelson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vox Media and Treynor Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.
Kayla J
Series 63, Series 66
Harlan, IA
Edward Jones
Kayla Jacobs is a financial advisor with Edward Jones in Harlan, Iowa, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward Jones since 1999 and is simultaneously involved with Shelby County Health Foundation and local banks in Harlan. Jacobs is also a co-owner of an LLC, KKCJ, based in Gretna, Nebraska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brian W
Series 66
Avoca, IA
Ameriprise
Brian Wedemeyer is a financial advisor with Ameriprise in Avoca, IA, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Mutual of Omaha and Clarinda CSD. Outside of his advisory role, he is involved with an LLC that operates the AMP practice. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Diane S
Series 66
Harlan, IA
Thrivent Investment Management
Diane Stewart is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Harlan, Iowa. She has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of her advisory role, she is involved in land management through ownership of a land rental position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning on a range of financial topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”
Dillan H
Series 66
Avoca, IA
Ameriprise
Dillan Hamilton is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Securities America Advisors and Signator Investors. Outside of advisory work, he manages Hamilton Family Farms, overseeing agricultural operations in Avoca, Iowa. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.
Daulton M
Series 66
Walnut, IA
Ameriprise
Daulton Maassen is a financial advisor with Ameriprise in Walnut, Iowa, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securities America Advisors, Agriland FS, and Midstates Bank. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.
Thomas Z
Series 66
Harlan, IA
LPL Financial
Thomas Zaccone is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Hough & Zaccone Investment Management and running Zaccone Investments. Outside of advising, he was involved with the Harlan Golf & Country Club. LPL Financial serves individual and institutional clients through a nationwide network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.
Rebecca M
Series 66
Harlan, IA
Edward Jones
Rebecca Mc Clain is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior work includes roles at Rolling Hills Bank and Trust and Dallas Johnson Greenhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and offices.
Anthony H
Series 63, Series 66
Harlan, IA
LPL Financial
Anthony Hough is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor entity since 2000. Outside of his advisory role, he is a business owner of Hough Capital Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.
Joel B
Series 66
Walnut, IA
Ameriprise
Joel Becerra is a financial advisor with Ameriprise in Walnut, IA, holding a Series 66 designation. He has experience working at Ameriprise and Hamilton Financial Services in 2025, as well as Powertech from 2019 to 2025. Prior to his financial services career, he held positions at Menards, Iowa Western Community College, and AHSTW Highschool. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to generate retirement income recommendations.
Nolan J
Series 66
Harlan, IA
Thrivent Investment Management
Nolan Johnson is a Series 66-licensed financial advisor at Thrivent Investment Management with 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics and offers these services separately from its managed-account program.
Ronald H
Series 63
Walnut, IA
Ameriprise
Ronald Hamilton is a financial advisor with Ameriprise Financial Services who holds a Series 63 designation and has 34 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Securities America Advisors and Signator Investors. Outside of advising, he is involved in farming through Timberlane Farms and serves as a board member for the nonprofit Peace Haven. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.
Kyle S
Series 65, Series 66
Harlan, IA
LPL Financial
Kyle Schwery is a financial advisor with LPL Financial in Harlan, Iowa. He holds Series 65 and Series 66 credentials and has one year of industry experience. Prior to joining LPL Financial, he worked at Community 1st Credit Union, Town And Country Credit Union, and Shelby County State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Deborah D
Series 66
Harlan, IA
Edward Jones
Deborah Davis is a financial advisor with Edward Jones in Harlan, Iowa, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she manages administrative duties for a family rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate accounts, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.
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Finding advisors...
17 advisors near
51521
within the area shown on the map
Out of 400,000+ nationwide