CFP®-certified, retirement plans for business owners (SEP, solo 401k) financial advisors in West Des Moines, IA

Stephen Musser is a financial advisor at Legacy Bridge Private Family Offices with 16 years of industry experience. He holds the CFA® designation as well as Series 66 and Series 63 licenses. His prior roles include positions at Northwestern Mutual Investment Services LLC and Victory Capital Management. Legacy Bridge Private Family Offices serves high-net-worth families, related entities, and select trusts, estates, and foundations by providing discretionary investment management alongside comprehensive private family office services. The firm emphasizes diversified, asset-allocation driven portfolios tailored to client objectives and risk tolerance and offers detailed consolidated performance reporting and negotiated performance-based fee arrangements.

Matthew Kenny is a financial advisor with Charles Schwab in West Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Scottrade, Voya, and Directed Services. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a structured due diligence process for alternative investments.

Eric Raasch is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, Midwest Financial Solutions, RK Wealth Management, and Ameritas Investment Company. Raasch serves as a director for Norwich Housing Corporation, a nonprofit lender that provides housing loans to fraternity-affiliated alumni organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides comprehensive planning solutions using proprietary research and tools, with services tailored to clients meeting specific net-worth criteria.

Tiffany Scharfenkamp is a CFP® professional with four years of experience at Gilbert & Cook, Inc., following prior roles at Vision Financial Group and Iowa Realty - Midland Title & Escrow. She is based in West Des Moines, IA. Gilbert & Cook serves individual and high-net-worth clients, trusts, employer retirement plans, and business entities, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm employs a tailored investment approach combining active and passive strategies across a broad range of public and private instruments, integrating insurance capabilities and alternative-investment due diligence within its advisory services.

Joshua Ervasti is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at firms including New York Life, Eagle Strategies, and R2 Financial Strategies, where he is a co-owner. Outside of advisory work, he is involved in business consulting through his firm, Ervasti Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, combining investment management, technology, and compliance services for affiliated advisors.

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.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

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.

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.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Atlas Capital Advisors LLC, New York Life Insurance Company, and NYLIFE Securities LLC. He is based in San Francisco, CA. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning, utilizing a range of asset allocation and 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.

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.