Top tax strategies for small businesses financial advisors in Des Moines, IA

Jordan Funke is a financial advisor with ON Investment Management CO in Des Moines, IA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with The O. N. Equity Sales Company since 2014 and has experience at Ohio National Financial Services and The Financial Specialists since 2012. Outside of his advisory role, he is involved in estate planning facilitation through Estate Documents Pro, LLC, and engages in the sale of life insurance and non-registered insurance products. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans, access to third-party investment programs, and maintains a dual-registration model supporting both advisory and broker-dealer activities.

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has worked at Iea Wealth Management LLC since 2010 and previously spent two years each at Cambridge Investment Research Advisors and LPL Financial. Outside of advisory work, he is involved in a small farming operation and holds a 20% ownership stake in Brokerstreet Insurance Services. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using a combination of charting, fundamental, and technical analysis across long- and short-term strategies, operating as a multi-office team of 21 advisors.

John Flynn is the sole advisor at Prospective Value Partners LLC in Des Moines, IA, holding Series 65 and Series 66 registrations with 11 years of industry experience. He has been with Prospective Value Partners since 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 and occasional shorter-term special situations, managing approximately $76 million across about 36 client accounts.

Joel Fortney is a CFA® charterholder with one year of experience as an advisor at Koios Private Family Offices, LLC. He previously served as Chief Executive Officer of Stategy Capital, LP and is a co-owner of Ultra Skin Science, LLC, a company involved in the distribution of beauty products. He is also co-owner and Chief Financial Officer of Koios Management Group, LLC, a management consulting firm providing outsourced CFO services to private businesses. Koios Private Family Offices is an independent registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm offers discretionary asset management and financial planning, utilizing a mix of fundamental and quantitative analysis with long- and short-term holdings to manage risk.

Patrick Owens is a financial advisor at Cetera Planning Partners in Des Moines, IA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at Wells Fargo Bank NA and Wells Fargo Clearing, as well as experience at DV Financial and Iowa State Bank. Owens has worked with several firms within the Cetera and Avantax networks. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by a formal planning process and a range of ancillary services including tax planning and estate strategies.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Matthew Sims is a financial advisor at 49 Financial with the Series 66 designation and 21 years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Outside of his advisory work, he also provides nonprofit consulting through 25 Giving, assisting organizations in developing charitable plans. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering comprehensive financial planning and investment management with an emphasis on diversified, long-term asset allocation. The firm provides tiered fractional family office services and employs a strategy that integrates fundamental, cyclical, technical, and behavioral analysis.

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Shawn Johnson is a financial advisor with Kingsview Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of his advisory role, he officiates college football and track and field events. Kingsview Wealth Management is a multi-advisor firm serving a diverse client base including individuals, retirement plans, endowments, and municipal clients. The firm offers comprehensive financial planning and wealth management services, utilizing both in-house strategies and third-party managers across various investment products.