West Des Moines, IA Office

Team
Updated today

Client AUM

$4,281,618,147

Clients

6,280

Advisors

3

Of 101 advisors across 61 offices

Location

1603 22nd Street, Suite 202

West Des Moines IA 50266

Advisors at this office

3

Advisors at this office

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Gerrit V

Series 63, Series 65

West Des Moines, IA

Sowell Management

Gerrit Vrieze is a financial advisor at Sowell Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sowell Management since 2016. Outside of his advisory role, Vrieze serves as president of the Central Iowa Motorcycle Owner’s Association, a nonprofit focused on motorcycle safety and riding. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm uses a multi-branch independent-contractor model and offers portfolio management, financial planning, retirement-plan advisory, and related consulting services across a range of investment styles and platforms.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Thomas C

ChFC®, Series 63, Series 65

West Des Moines, IA

Sowell Management

Thomas Clark is a financial advisor with Sowell Management in West Des Moines, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 57 years of industry experience and has been with Sowell Financial Services since 2016. Clark is also the owner of Compensation Designs, LLC, where he provides employee benefit and non-qualified programs to corporate clients. Additionally, he serves as a senior advisor assisting employers with tax credit applications and acts as an executor and trustee for a relative's estate. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and consulting services, utilizing a range of investment styles and third-party sub-advisors.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jessica F

Series 65

West Des Moines, IA

Sowell Management

Jessica Facey is a financial advisor with Sowell Management, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Sowell Management, she held roles in retail and education, including positions at Amazing Lash Studio, Ulta, Aerie, and Iowa Christian Academy. She also operates a business called Compensation Designs. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm uses a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and related consulting services.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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