RIA Group, LLC logo

RIA Group, LLC

Updated today

Client AUM

$0

Clients

0

Advisors

3

of 6 employees

About

RIA Group is a newly registered SEC investment adviser (initial registration in 2026) that discloses no assets under management or active client accounts as of its filing. The firm states it will serve individuals, high net worth individuals, trusts, estates, qualified retirement plans and business entities, offering personalized financial planning as well as discretionary and non‑discretionary investment management.

RIA Group describes a client‑centric process that tailors portfolios to each client’s objectives and financial circumstances, and it may manage both individual and institutional portfolios including retirement plan consulting and selection of plan investment options. The firm says it will use a mix of fundamental analysis and, where applicable, third‑party quantitative research from Helios Quantitative Research, and it may employ mutual funds, ETFs (including covered‑call ETFs), equities, REITs and bonds consistent with client goals.

Several operational features distinguish RIA Group from many peers: despite being newly registered with no active advisors or AUM, it discloses the ability to charge asset‑based, fixed and hourly fees and to select or coordinate other advisers and third‑party professionals for clients. The brochure also notes use of an institutional custodian platform, reliance on HQR research, that certain personnel are licensed to sell insurance and may receive separate commissions, and that the firm does not act as a private fund adviser or charge performance‑based fees.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Real estate investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fee up to $25,000 for financial planning services

Percentage

Up to 2.00% annually

Project-based

Up to $500 per hour for financial planning services

Main office

500 SW 7th Street, Suite 204

Des Moines IA 50309

Advisors at this office

3

Most active in

Iowa

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Zachary V

Series 65

Des Moines, IA

RIA Group, LLC

Zachary Veenstra is affiliated with RIA Group, LLC and holds a Series 65 credential. He has experience working at multiple firms including Performance Financial and Pella Corp. Veenstra’s industry experience is noted as three years in financial advisory roles. RIA Group, LLC is a newly registered SEC investment adviser that plans to serve individuals, high net worth clients, trusts, estates, qualified retirement plans, and business entities. The firm offers personalized financial planning and discretionary and non-discretionary investment management, utilizing a combination of fundamental analysis and third-party quantitative research.

Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Tyler B

CFP®, Series 63, Series 65

Des Moines, IA

RIA Group, LLC

Tyler Bookin Nosbisch is a CFP® certificant with five years of industry experience, currently affiliated with RIA Group, LLC since 2026. His prior roles include positions at RIA Advisory Group, LLC, LPL Financial, and New York Life Insurance Company. Outside of his advisory work, he volunteers seasonally on a family farm assisting with planting, harvesting, and equipment operation. RIA Group, LLC is a recently registered SEC investment adviser that plans to serve individuals, trusts, estates, retirement plans, and business entities with personalized financial planning and investment management. The firm utilizes a client-focused approach, combining fundamental and quantitative research, and offers a range of investment vehicles tailored to client objectives.

Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Andrew S

Series 63

Des Moines, IA

RIA Group, LLC

Andrew Susanin is a financial advisor with RIA Group, LLC, holding a Series 63 designation and 28 years of industry experience. He previously worked at firms including LPL Financial, Visionpoint Advisory Group, Securian Financial Services, Inc., and Cauldwell Financial Group Inc. Outside of advisory roles, he has engaged in fixed insurance sales. RIA Group, LLC is a newly registered SEC investment adviser that intends to serve individuals, high net worth clients, trusts, estates, qualified retirement plans, and business entities. The firm offers personalized financial planning along with discretionary and non-discretionary investment management, utilizing fundamental analysis, third-party quantitative research, and a range of investment vehicles tailored to client objectives.

Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
View complete list of advisors at this firm
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