Top annuities financial advisors in Mason City, IA

Todd Leet is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He previously worked at Thrivent Financial for six years and has served on the board of the Mason City Chamber of Commerce, where he holds the role of DVP of Membership and Community. Additionally, he is a foundation board member at One Vision, contributing to strategic leadership and community outreach. Concorde Asset Management provides portfolio management and financial planning services to individuals, high-net-worth households, corporations, and retirement-plan clients. The firm employs model-based strategies across proprietary and third-party platforms, offering discretionary and non-discretionary management along with ERISA retirement-plan advisory services.

Ann Harty is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing and its affiliated entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Stephanie Lyles is a financial advisor with Stifel in Mason City, IA, holding a Series 66 designation and six years of industry experience. She previously worked at Principal Financial Group and Mason City Clinic before joining Stifel, where she has been since 2018. Outside of her advisory role, she serves as a board member for the Mason City Soccer Club, assisting with registration and voting. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis from its Investment Strategy Group, providing asset allocation and financial planning guidance based on forward-looking capital market assumptions.

Sara Carlsson is a CFP® certificant with 20 years of experience in the financial services industry, all of which has been with Edward Jones since 2006. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as president of two local business entities focused on property ownership and administrative decisions. 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 large network of financial advisors and branch offices nationwide.

Shane Cooney is a financial advisor with Raymond James & Associates in Mason City, IA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates and also involved with the City of Clear Lake, Iowa since 2006. Outside of advisory work, Cooney co-owns East Main Classics, LLC, which focuses on refurbishing wood boats, and serves as president of Surfside Hospitality, a fundraising entity connected to the North Iowa Cultural Center and Museum. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning, consulting, and institutional advisory services with a range of portfolio management styles and notable municipal advisory capabilities.

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.

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.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.