Pella, IA Office

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.

Dawn Kleis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 20 years of industry experience. She has been affiliated with Raymond James and related entities since 2015. Outside of her advisory role, Kleis serves as a director and board member for Kleis Consulting Group and provides bookkeeping support for a family-owned business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and investment consulting using advanced modeling tools and supports municipal and public finance work through its unique affiliation with a municipal advisor.

Caleb Van Arendonk is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has one year of industry experience and has worked concurrently at Raymond James Financial Services Advisors, Inc., Marion County Bank, and Grand Canyon University since 2025. Outside of his advisory role, he is involved with Main Street Advisory Group, a non-investment-related support company in Pella, Iowa. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services using risk profiling and analytical modeling, and it supports municipal and public finance work alongside innovative advisory programs.