Seasoned financial advisors in Le Mars, IA

Mark Nemmers is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at American Bank, NA, where he has been employed for over two decades. Outside of his financial advisory role, he serves as Secretary/Treasurer and part-owner of Erdmann Enterprises, a real estate management business. Cetera Investment Advisers LLC is an SEC-registered firm that offers a broad range of investment management and financial planning services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform, providing access to both affiliated and third-party portfolio managers and a variety of program options across discretionary and non-discretionary accounts.

Joseph Susemihl is a Series 66-licensed financial advisor at Edward Jones in Le Mars, Iowa, with 15 years of industry experience, all of which has been with Edward Jones since 2011. Outside of his advisory role, he is a corporate pilot and has involvement with Wells' Dairy Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Ruhland is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities, and currently serves clients from Le Mars, Iowa. Outside of his advisory role, Ruhland is a trustee on the Gehlen Catholic Endowment Board. Ameriprise provides retirement-income planning services designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team, focusing on clients who maintain a substantial portion of assets in Ameriprise-managed accounts.

Brandon Schaecher is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Thrivent since 2020 and was previously self-employed from 2017 to 2020. Outside of his advisory role, Schaecher is a crop farmer and serves as the head girls basketball coach at Gehlen Catholic High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on goal-based planning across various financial topics. The firm offers a combination of planning and managed-account services under a consolidated billing option while maintaining planning and portfolio management as separate services.

Alan Pottebaum is a financial advisor with Eagle Strategies (NY Life) in Le Mars, Iowa, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2008 and has a longstanding association with New York Life Insurance Co. dating back to 1992. Outside of his advisory role, he serves as an officer for JR Golf of Northwest Iowa, an organization promoting junior golf in the region. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities under applicable regulations.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.