CFP®-certified financial advisors in Sioux City, IA

Jason Anderson is a financial advisor with Momentum Independent Network Inc. in Sioux City, IA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Momentum Independent Network since 2010. Outside of his advisory role, Anderson serves as the assistant softball coach for Dakota Valley School District and is president of the Dakota Valley Softball Association, a nonprofit youth softball organization. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs and financial services, utilizing third-party managers and integrated solutions through Hilltop affiliates.

Megan King is a financial advisor at Edward Jones in Sioux City, IA, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018. Outside of her advisory role, she works part-time as a breakfast server at Hilton Garden Inn. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Brophy is a Series 66-licensed advisor with Robert W. Baird & Co. in Sioux City, IA, where he has worked since 2019. He has six years of industry experience, including prior roles at CT&S Builders and Talon Concrete and Quicksilver Readymix. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a range of traditional and alternative investment strategies.

Bryon Oines is a financial advisor with OSAIC in Sioux City, IA, holding Series 63 and Series 65 credentials and has 15 years of industry experience. He previously worked at Securities America Advisors and SECURITIES AMERICA, inc. Outside of his advisory role, he is involved with Lifetime Retirement Partners as a registered representative and wealth manager, providing financial and retirement planning advice. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Danielle Beukelman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Wells Fargo in various capacities since 2013. Outside of her advisory work, she serves as treasurer for the Perry Creek PTA and the Interstate Soccer Club in Sioux City, Iowa. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools. The firm combines advisory services with banking and lending products, serving clients who meet certain net-worth thresholds.

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.

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.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.