Top retirement income strategy 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 with LPL Financial in Fort Dodge, Iowa. He holds a Series 66 designation and has four years of experience at LPL following six years at CyHawk Hospitality. His business activities have included roles as a public notary and involvement in private mortgage lending. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

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.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.