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10 advisors near
52040
within the area shown on the map
Out of 400,000+ nationwide
Clarke V
Series 63, Series 65
Delhi, IA
Van Meter Associates, LLC
Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.
Michael V
Series 63, Series 65
Delhi, IA
Van Meter Associates, LLC
Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.
Elizabeth R
Series 66
Dyersville, IA
Principal Financial Services
Elizabeth Rude is a financial advisor with Principal Financial Services in Dyersville, IA, holding a Series 66 designation and one year of industry experience. She previously worked for Community Savings Bank for 20 years before joining Principal Securities and Principal Life Insurance Company. Her activities include the sales and service of fixed insurance products such as life, annuities, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with an emphasis on discretionary investment management and ongoing client reviews.
Josh V
Series 63, Series 65
Epworth, IA
Empower Advisory Group
Josh Vondran is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, American Trust, LPL Financial, and Cetera Investment Advisors. Outside of his advisory work, he serves as a judge for the United Powerlifting Association and coaches youth baseball in Western Dubuque. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, delivering services integrated with Empower’s recordkeeping and administrative platforms.
Brent H
ChFC®, Series 63
Dyersville, IA
Principal Financial Services
Brent Hinerichsen is a financial advisor with Principal Financial Services in Dyersville, IA, holding the ChFC® designation and Series 63 license. He has 31 years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2017, as well as prior experience at Fortified Wealth Advisors and Financial Strategies. Outside of his advisory work, he is the owner of Hinerichsen, Inc, an S-corporation used for tax filing purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning and retirement plan consulting, with access to third-party money manager asset allocation and separately managed account solutions.
Jackson G
Series 66
Dyersville, IA
Principal Financial Services
Jackson Gehling is a financial advisor with Principal Financial Services in Dyersville, Iowa. He holds a Series 66 designation and has one year of industry experience. Prior to joining Principal, he held various roles including positions at Collins Aerospace and CRST. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.
Elliot S
CFP®, Series 66
Dyersville, IA
Edward Jones
Elliot Salter is a CFP® professional with 10 years of industry experience, currently affiliated with Edward Jones since 2015. He holds the Series 66 designation and is based in Dyersville, IA. Outside of his advisory role, he has been involved as an owner and co-owner of LLCs related to property ownership for the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Matthew U
Series 66
Dyersville, IA
Edward Jones
Matthew Ungs is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory role, he worked for the City of Dyersville from 2014 to 2018. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Donna K
Series 65, Series 66
Colesburg, IA
Cetera
Donna Kuhlman is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Cetera Wealth Services, VOYA Financial Advisors, The Friedman Group, and Edward Jones. Kuhlman is also a notary public and volunteers with the Make-A-Wish Foundation, where she interviews families and grants wishes. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Chance M
Series 66
Dyersville, IA
Edward Jones
Chance Maiers is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Fidelity Bank & Trust for eight years and spent one year at Concordia University, St. Paul. Maiers holds the Series 66 designation. 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 over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
10 advisors near
52040
within the area shown on the map
Out of 400,000+ nationwide