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9 advisors near
52349
within the area shown on the map
Out of 400,000+ nationwide
Anthony T
Series 63, Series 65
Atkins, IA
Wealthcare Advisory Partners LLC
Anthony Tomash is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has operated his own businesses, including Tomash Insurance Agency LLC and Tomash Tax Preparation LLC, focusing on insurance and tax preparation services alongside his advisory work. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and combines quantitative metrics with fundamental and behavioral analysis to implement both passive and active investment strategies.
David K
ChFC®, Series 63
Atkins, IA
Eagle Strategies (NY Life)
David Kaestner is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® and Series 63 credentials. He has 25 years of industry experience and has worked with Eagle Strategies since 2007. Kaestner also coaches football and baseball as a volunteer outside of his advisory role. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers solutions through multiple program types, focusing primarily on non-discretionary asset management and tailored recommendations.
Scott W
Series 66
La Porte City, IA
Principal Financial Services
Scott Wandschneider is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 1996. Outside of his advisory role, he is a part owner of farmland, which is not active during trading hours. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Dean S
Series 63, Series 66
Vinton, IA
Edward Jones
Dean Studer is a financial advisor with Edward Jones in Vinton, Iowa, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Edward Jones since 1991. Outside of advising, he is involved in farming and owns property in Vinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds.
Todd R
CFP®, Series 63
Van Horne, IA
Cambridge Investment Research Advisors
Todd Rausch is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with a Series 63 license. He has 21 years of industry experience and has worked at Cambridge Investment Research Advisors since 2020 and at Voya Financial Advisors from 2014 to 2020. Outside of advising, he serves on the Planned Giving Committee at Kirkwood Community College. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals and employs multiple custody arrangements and proprietary model strategies alongside access to unaffiliated managers.
Nile S
Series 66
Vinton, IA
Edward Jones
Nile Studer is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked in various roles including social media, SEO, marketing, and business planning as a part owner of an apparel company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Jeffrey P
Series 63, Series 65
Vinton, IA
Cambridge Investment Research Advisors
Jeffrey Peterson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entities since 2018 and previously worked at Farmers Savings Bank for 12 years. Peterson is the owner of Stoney Arch Financial, an independent financial firm based in Vinton, Iowa. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charities, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing various platform arrangements and proprietary and third-party model strategies tailored to client objectives.
Patrick G
Series 63, Series 65
Van Horne, IA
LPL Financial
Patrick Gorkow Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His prior roles include a decade at Securities America Advisors and Securities America Inc., in addition to managing his own practice since 2010. Outside of his advisory work, he serves as the mayor of Van Horne, Iowa, and is involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management across its platforms.
Rebecca K
Series 66
Vinton, IA
Edward Jones
Rebecca Kruckenberg is a financial advisor at Edward Jones with 21 years at the firm and 12 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is an independent consultant and district manager for a skincare and wellness company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.
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Finding advisors...
9 advisors near
52349
within the area shown on the map
Out of 400,000+ nationwide