Top financial advisors working with retirees 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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.