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John E

Series 63, Series 66

Ackley, IA

Eagle Strategies (NY Life)

John Enslin is a financial advisor with Eagle Strategies (NY Life) based in Ackley, Iowa, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with firms including Innovative Financial Solutions Group and R2 Financial Strategies, and he operates The Enslin Group, LLC. Outside of financial services, Enslin owns Cougar Fitness LLC, a small gym in Ackley, and serves in community development roles including secretary of the Ackley Development Commission and board member of the Hardin County Economic Development Advisory Council. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a notable focus on retirement investors, defined benefit plans, and insurance-related advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Adam N

Series 66

Iowa Falls, IA

Thrivent Investment Management

Adam Nederhoff is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Green Belt Bank & Trust and American Family Insurance. He serves on multiple community boards, including the Ellsworth College Foundation, Hansen Family Hospital, and Lighthouse Center of Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Business ownership considerations
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Jason M

Series 66

Eldora, IA

Thrivent Investment Management

Jason Miller is a Series 66-licensed financial advisor with Thrivent Investment Management in Eldora, Iowa, and has four years of industry experience. Prior to his current role, he worked at Metal Tech Industries for nine years. Outside of his advisory work, Miller also works as a weekend delivery driver for a FedEx subcontractor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a range of topics without managing discretionary accounts, allowing clients to combine planning with managed-account programs under consolidated billing.

Business ownership considerations
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William R

CFP®, Series 63, Series 65

Geneva, IA

Cetera

William Raney is a CFP® professional at Cetera with 32 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services, LLC since 2013 and has served as a financial advisor at Grundy National Bank since 2006. Raney is also involved in selling fixed life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services, offering multiple program structures and access to various third-party managers.

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

Series 66

Iowa Falls, IA

Thrivent Investment Management

Michael Truesdell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a board member on the Economic Vitality committee of the Greater Chamber of Commerce in Story City and is an assistant basketball coach for a local high school girls' team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and written recommendations across a broad range of financial topics without discretionary trading authority.

Business ownership considerations
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Christopher W

Series 66

Eldora, IA

Thrivent Investment Management

Christopher Wieting is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and its investment management division since 2008. Outside of his advisory role, Wieting serves as a volunteer Judicial Magistrate Commissioner on the Hardin County Judicial Magistrate Commission. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic planning and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping those services separate.

Business ownership considerations
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John P

Series 66

Eldora, IA

Cetera

John Pratt is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at Voya Financial Advisors and Summit Financial Group. Outside of his advisory work, he owns and operates HCSB Investment Services and acts as an independent insurance agent. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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

Series 66

Eldora, IA

Thrivent Investment Management

Garrison Tripp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he has experience working in various roles including at Rydell Chevrolet, Pullman Bar and Diner, and Hardin County Engineer's Office. Outside of finance, he has been involved in his family’s agricultural business, Tripp Farms, where he performed general farm duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm offers goal-based financial planning without portfolio management for institutional clients, focusing on comprehensive planning across multiple topics with regular reviews.

Business ownership considerations
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Christopher S

Series 63, Series 66

Iowa Falls, IA

Cetera

Christopher Stauffer is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Cetera and its affiliated entities since 2013 and has also been associated with Iowa Falls State Bank since 2013. Outside of his advisory work, he serves as president of the board of the Iowa Falls Community School District and is a board member at large for Friends of Calkin's Nature Area. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of over 10,000 advisors and utilizes a multi-manager platform with diverse investment program options.

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

Series 66

Iowa Falls, IA

Thrivent Investment Management

Aaron Fopma is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Iowa Falls, IA. He has seven years of industry experience and previously worked for Iowa Select Farms for 22 years. Outside of his advisory role, he serves on several nonprofit boards, including the Scenic City Civic Foundation, Overflow Thrift Store, Omega Life Christian Ministries, and the Iowa Farm Bureau. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account services through its consolidated billing option, WealthPlan.

Business ownership considerations
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Michel S

CFP®, Series 66

Iowa Falls, IA

Edward Jones

Michel Swartzendruber is a CFP® professional with six years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2020. Prior to his advisory career, he worked for 17 years with the Iowa Falls Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nora T

Series 66

Iowa Falls, IA

Edward Jones

Nora Tweeten is a financial advisor at Edward Jones in Iowa Falls, IA, holding a Series 66 designation. She has recent experience at Hormel Foods and Ameriprise Financial and is currently completing her studies at Wartburg College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Abby Z

CFP®, ChFC®, Series 65, Series 66

Iowa Falls, IA

Edward Jones

Abby Zaimes is a financial advisor at Edward Jones in Iowa Falls, IA, holding the CFP® and ChFC® designations with three years of industry experience. Prior to Edward Jones, she worked at RSM and has a background that includes roles in both accounting and consulting. Outside of her advisory role, she has engaged in direct sales as an independent consultant for Rodan + Fields. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jody W

Series 66

Iowa Falls, IA

Cetera

Jody Wood is a financial advisor at Cetera with 22 years of industry experience. She holds the Series 66 designation and has previously worked at Voya Financial Advisors. Outside of her advisory role, she is the owner of a specialty baking business, One Sweet Cake. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to both affiliated and third-party money managers.

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

CFP®, Series 66

Iowa Falls, IA

Edward Jones

Rachel Lewey is a CFP® professional with 11 years of experience, serving at Edward Jones since 2015. She operates out of Iowa Falls, IA, and is also involved as a Beach Body coach, participating in health coaching without a downline. 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 range of investment advisory programs and is notable for its extensive nationwide network of financial advisors and branch offices.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Megan H

Series 66

Iowa Falls, IA

Thrivent Investment Management

Megan Hansen is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Thrivent Investment Management since 2010 and worked under the Michael Stensland / Thrivent Financial team from 2010 to 2019. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines holistic, goal-based planning with managed-account programs under a consolidated billing option called “WealthPlan,” and does not accept discretionary trading authority for its planning services.

Business ownership considerations
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Brock J

CFP®, Series 66

Iowa Falls, IA

Edward Jones

Brock Jacobson is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Iowa Falls, IA, with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he is involved in several agricultural and property ventures, including ownership interests in hog facilities and rental properties in Iowa and Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a large national advisor and branch network and operates under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Douglas H

Series 63, Series 66

Iowa Falls, IA

Edward Jones

Douglas Haverkamp is a financial advisor with Edward Jones in Iowa Falls, IA, holding Series 63 and Series 66 credentials and possessing 36 years of industry experience. He has been with Edward Jones since 1989. Outside of advising, he serves on the Owa Falls Revolving Loan Fund Committee and owns a commercial rental office building and personal farm/timber land used as hunting property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branches, as well as its integrated capabilities including trust services and securities-based lending.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Retired Founder/Business Owner Executive
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