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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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John J

CFP®, ChFC®, Series 63, Series 66

Parkersburg, IA

Fisher Investments

John Joyner is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with Fisher Investments and previously worked at Edward Jones for seven years, along with prior roles at Tim Joyner Insurance Agency and State Farm VP Management Corp. Outside of his advisory work, he operates a self-proprietorship buying and selling rare coins. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach with a five-member committee that integrates quantitative and qualitative research to build diversified portfolios across equity, fixed-income, and blended mandates.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Kevin T

Series 63, Series 65

Parkersburg, IA

LPL Financial

Kevin Truax is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he owns several young horses that are trained and shown in national competitions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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