Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

8 advisors near
52772

Out of 400,000+ nationwide

user avatar
firm logo

Raymond B

Series 63, Series 66

Mount Vernon, IA

Cambridge Investment Research Advisors

Raymond Boyum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Northwestern Mutual, Marine Credit Union, Thrivent Investment Management, and Citigroup. Outside of his advisory duties, he is involved in youth sports coaching within the Iowa City School District and owns Apex Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement solutions through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Andrew L

Series 66

Durant, IA

Ameriprise

Andrew Lensch is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in the construction industry at Russell Construction and JE Dunn Construction. Outside of his advisory role, Lensch is involved in general labor on a family farm and at an event facility, The Barn at Bunker Hill, in Iowa. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary retirement advice through a centralized consulting team.

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

Martin M

Series 63

Wilton, IA

Cetera

Martin Murrell is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has served as treasurer for the Clinton County Conservation Foundation. Murrell is also a financial adviser and insurance officer at DeWitt Bank & Trust Co. and is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with various program options and custodial relationships.

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

Vance G

PFS™

Tipton, IA

Cambridge Investment Research Advisors

Vance Glaser is a financial advisor with Cambridge Investment Research Advisors and holds the PFS™ designation. He has two years of industry experience and has previously worked at Avantax Planning Partners, LattaHarris LLP, Opportune LLP, and PwC. Outside of his advisory role, he serves as Treasurer for the Wahkonsa Country Club in Durant, Iowa. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes multiple custody platforms and offers both proprietary and third-party model strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
firm logo

Sara S

CFP®, Series 66

West Liberty, IA

Edward Jones

Sara Sedlacek is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2019. Prior to her advisory role, she worked for Community Crisis Services and Food Bank for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy ESG / Sustainable investing Retired Founder/Business Owner Executive Hispanic/Latino/Latinx
user avatar
firm logo

Benjamin B

Series 63, Series 66

Wilton, IA

Cetera

Benjamin Brown is a financial advisor at Cetera with over 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2014 and at Dewitt Bank & Trust Company dba Wilton Bank since 2018. Brown serves as vice-chairperson of the board of directors for the American Mutual Insurance Association and holds a treasurer position at Peace United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that provides access to affiliated and third-party managers across various program structures and custodial relationships.

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

Sarah B

Series 66

Lisbon, IA

Cambridge Investment Research Advisors

Sarah Berner is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Cambridge Investment Research Advisors since 2018. Her prior experience includes roles at Berthel Fisher & Company Financial Services and Securities Management & Research. Outside of financial advising, she is involved in several local business ventures, including co-ownership of Wilkie Liquors and Beau Dylans Inc., and holds positions at Berner Concrete and Snow Removal and as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent advisors, employing a range of portfolio solutions and proprietary and third-party strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Shelly W

Series 63, Series 65

Mt Vernon, IA

Cambridge Investment Research Advisors

Shelly Woodley is an advisor with Cambridge Investment Research Advisors in Mt Vernon, IA, holding Series 63 and Series 65 credentials and with 19 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017 and previously at Investment Centers of America from 2013 to 2017. Woodley also serves as an independent insurance agent for various companies in her local community. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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")