Top passive / index investing financial advisors in Iowa

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Hamer is a CFP® professional at Stifel with eight years of industry experience. He has been with Stifel since 2017 and worked previously at Ocwen Loan Servicing from 2013 to 2017. He serves as Treasurer and a member of the Board of Directors for the Family YMCA of Black Hawk County. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michael Gasperi is a financial advisor with Avantax Planning Partners, Inc. in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Cetera Wealth Services, LLC, Avantax Investment Services, Inc., Proequities, Inc., and Honkamp Krueger Financial Services Inc, where he has also served as a financial planning consultant and wholesaler to CPA representatives. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered representatives, serving individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $7.57 billion in assets and focuses on tax-intelligent strategies and discretionary management guided by firm-designed style allocation models.

Kyle Ver Woert is a financial professional with 10 years of industry experience, currently associated with Cetera in West Des Moines, IA. He holds a Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors, LLC. From 2016 to 2018, he was involved with the Corridor Hockey Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrew Russell is a financial advisor at Russell Wealth Advisors with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Russell Wealth Advisors since 2017, as well as with LPL Financial and Russell Wealth Management. Russell Wealth Advisors serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, standalone financial planning, and consulting engagements. The firm uses a combination of fundamental, technical, and cyclical analysis for portfolio management and offers tailored solutions that consider special tax and stock-related situations.

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.

Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.