CFP®-certified financial advisors in Fort Dodge, IA

Tracy Crimmins is a financial advisor with OSAIC based in Fort Dodge, IA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Prior to joining Royal Alliance Associates, Inc. in 2018, Crimmins worked at Signator Investors, Inc. from 2016 to 2018. Outside of advisory work, Crimmins serves as Vice President of Preserve Fort Dodge, a nonprofit focused on salvaging and repurposing historic buildings in the city, and participates in the finance committee for Holy Trinity Parish and St. Edmond Catholic Schools. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a network of affiliated advisers. The firm offers integrated brokerage and advisory services with various investment platforms and third-party manager access, employing asset-allocation tools and automated rebalancing to construct customized portfolios.

Tanner Utley is a financial advisor with VisionX Wealth Partners in Fort Dodge, IA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Nielsen Financial Management, Royal Alliance Associates, and Ameritas Investment Corp. He serves on the boards of the Fort Dodge Country Club and Unity Point Health - Trinity and is an assistant wrestling coach at Fort Dodge Senior High School. VisionX Wealth Partners is an independent registered investment adviser providing wealth management, financial planning, and retirement-plan advisory services to individuals and corporate clients. The firm employs a client-directed investment approach using modern portfolio theory and various analytical methods, managing over $64 million in discretionary assets through a sponsored wrap fee program.

Brennan Fehr is a financial advisor at Edward Jones with a Series 66 license and two years of industry experience. Prior to joining Edward Jones, he worked at Rob-See-Co, LLC and Federal Hybrids, Inc. Fehr is a partner and board member of CompassAg, Inc., a company related to his former employer that holds farm ground and commercial buildings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, SMAs, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Nicholas Topp is a financial advisor at LPL Financial in Fort Dodge, IA, holding a Series 66 designation with three years of industry experience. Prior to joining LPL Financial in 2022, he worked at CyHawk Hospitality for six years. He is also a licensed public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party subadvisors, and research resources.

Cierra Walding is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked with Ameriprise Financial Services, Inc. for 10 years. Outside of her advisory role, Walding is co-owner of a tax preparation firm and serves as president of the Women's Empowerment Network board of directors. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients holding assets in Ameriprise-managed accounts.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.