Top college savings (529s, UTMA, etc.) financial advisors in Fort Madison, IA

Daniel Krueger is a financial advisor with Moors & Cabot, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes seven years at B.B. Graham & Co. and over three decades at Krueger Brokerage Inc. He serves as a finance committee member for First Christian Church in Keokuk, Iowa. Moors & Cabot serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management through a Portfolio Management Program and flexible advisory services tailored to clients’ objectives and risk tolerances, utilizing a range of strategies and third-party sub-advisors.

Joshua Denning is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Ameriprise since 2005 in various capacities. Outside of his advisory role, Denning is involved in several community organizations, including serving on the Board of Directors for the North Lee County Community Foundation and as President of the City of Fort Madison Airport Commission. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Teresa Wellington is a financial advisor at Cetera with 22 years of industry experience. She holds the Series 66 designation and has worked at Cetera since 2021, including time at Cetera Wealth Services, LLC, and previously at VOYA Financial Advisors. Outside of her advisory role, she has been an administrative assistant at Homestead Financial Services since 2009, handling filing, correspondence, and client contact. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and unaffiliated third-party managers and various program structures.

Tracy Parks is a Series 66 licensed financial advisor with over 10 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has a longstanding role at Pilot Grove Savings Bank, where she provides day-to-day operational duties. Parks is also active in her community as a member of the West Point Community Club and serves as computer co-chairman for St. Mary’s Fall Festival. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Melissa Derr is a financial advisor at Edward Jones in Fort Madison, Iowa, with 19 years at the firm and five years of industry experience. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.