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3 advisors near
51632
within the area shown on the map
Out of 400,000+ nationwide
Duane S
Series 63, Series 65
Clarinda, IA
Sagespring Wealth Partners
Duane Sturm is a financial advisor at SageSpring Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Raymond James Financial and Southwestern Investment Advisory Services. Sturm also operates as a landlord managing rental real estate properties. SageSpring Wealth Partners serves a diverse clientele including individual investors, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and consulting services. The firm employs tailored portfolios using fundamental and technical analysis and provides access to third-party managers and outsourced CIO solutions.
Robin V
Series 65
Pella, IA
Intellicents Investment Solutions Inc
Robin Vink is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC and holds a Series 65 designation. He has over 30 years of experience at Brown, Winick, Graves before joining INTELLICENTS in 2021. Vink serves as Treasurer and Board Member of the Pella Food Shelf, a local nonprofit organization. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts, offering a range of consulting and wealth management services. The firm focuses on long-term, buy-and-hold investment strategies supported by research and analytics, with a multi-team advisory platform and various affiliated employee-benefit businesses.
Austin G
CFP®, Series 66
Clarinda, IA
Sagespring Wealth Partners
Austin Gutknecht is a CFP® with four years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience including roles outside finance, such as coaching high school wrestling and participating in local political activities. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios and uses both fundamental and technical analysis, combining multi-team scale with specialized institutional services.
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Finding advisors...
3 advisors near
51632
within the area shown on the map
Out of 400,000+ nationwide