Seasoned, cash flow / budgeting financial advisors in Des Moines, IA

Jordan Funke is a financial advisor at On Investment Management CO with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with The O. N. Equity Sales Company, Ohio National Financial Services, and The Financial Specialists. Funke is also involved in non-investment activities including insurance sales and virtual estate planning support. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individuals, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, combining fee-based planning with access to multiple third-party investment platforms and both discretionary and non-discretionary managed account options.

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Iea Wealth Management LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a small farming business and holds a 20% ownership stake in Brokerstreet Insurance Services. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates with discretionary portfolio management, combining charting, fundamental, and technical analysis in both long- and short-term trading strategies. The firm is noted for its affiliations with accounting and legal professionals, as well as maintaining an affiliated research entity.

John Flynn is the sole advisor at Prospective Value Partners LLC in Des Moines, IA, holding Series 65 and Series 66 licenses with 11 years of industry experience. He has led the firm since its founding in 2015. Prospective Value Partners provides discretionary asset management and portfolio supervision to individuals, retirement plans, trusts, estates, charitable organizations, and some institutional clients. The firm employs a fundamental, value-oriented investment approach focused on long-only positions in publicly traded companies, with occasional shorter-term special situations, managing approximately $76 million across 36 accounts.

Joel Fortney is a CFA® charterholder and a financial advisor with Koios Private Family Offices, LLC in Des Moines, Iowa, with one year of industry experience. His prior work includes roles at Principal Global Investors, Stategy Capital, LP, and Koios Management Group, LLC. Outside of advisory work, he is co-owner and CFO of Koios Management Group, a management consulting firm, and co-owner of Ultra Skin Science, a beauty product distribution company. Koios Private Family Offices is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental and quantitative analysis to construct diversified portfolios with an emphasis on risk management and reduced volatility.

Patrick Owens is a financial advisor with Avantax Planning Partners, Inc. in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Iowa State Bank, and DV Financial. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral relationships with CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.