Top private / alternative investments financial advisors in Pella, IA

Nathan Van Donselaar is a CFP® professional with 16 years of experience, currently affiliated with Raymond James Financial. His prior experience includes roles at New York Life and Eagle Strategies, and he has also worked in education with Pella Community Schools. Alongside his advisory role, he is involved with Main Street Advisory Group in a financial advisor capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored planning using risk profiling and analytical tools and supports client implementation through various advisory programs, with unique capabilities in municipal advisory and SIMPLE IRA employer consulting.

Mark Wiskus is a financial advisor with Eagle Strategies (NY Life) in Pella, Iowa, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Eagle Strategies since 2007 and New York Life Insurance Company since 1999. Outside of his advisory role, Wiskus serves on several nonprofit boards, including the Pella Opera House, Kiwanis Club, Unity Point Health Des Moines Foundation, and Keep Iowa Beautiful, reflecting involvement in community and cultural organizations. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm works with individual investors, institutional clients, and plan sponsors, emphasizing tailored advice across multiple program types and managing a significant portion of assets on a non-discretionary basis.

Isaiah Rozenboom is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previous experience at AGRI General Insurance, Aegon Asset Management, and other roles in diverse sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Kasin Beckwith is a financial advisor with Primerica Advisors based in Pella, Iowa. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Beckwith has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Matthew Vanmaanen is a financial advisor with Guardian Life and holds the CFP® and ChFC® designations. He has 19 years of industry experience, including a long tenure with Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved in selling health insurance and holds a Power of Attorney for his spouse. Matthew is affiliated with Park Avenue Wealth Management, a subsidiary of Guardian Life that provides brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses. The firm offers customized client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

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.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.