Van Diest Capital

Seth Fulton is a financial advisor with Van Diest Capital, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. Outside of his advisory work, he serves as Treasurer for Johnston Youth Football. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies and offers Socially Responsible Investing options, with an affiliation to an accounting practice and a team-based approach.

Benjamin Rasmussen is a financial advisor at Van Diest Capital with a Series 66 designation and four years of industry experience. Before joining Van Diest Capital in 2025, he worked at Dawson & Bertran Investment Advisors for three years. Outside of his advisory role, Rasmussen serves as a coach at Webster City Schools. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm incorporates Socially Responsible Investing options and uses a process combining modern portfolio theory with fundamental, cyclical, and quantitative analysis.

Tyler Dawson is a financial advisor at Van Diest Capital with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Transamerica Financial Advisors and Signator Investors, Inc. Outside of his advisory role, he serves as an elder and board member at Missionary Alliance Church, where he is involved in teaching and public speaking. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm incorporates Socially Responsible Investing options and uses a comprehensive investment process drawing from modern portfolio theory and various analytical approaches.

Bryce Littler is a financial advisor at Van Diest Capital in Polk City, IA, with four years of industry experience and a Series 65 designation. His prior roles include positions at WealthCharter Retirement Planning, Principal, and HK Solutions Group. In addition to his advisory work, he runs a tax and accounting practice through VDC Accounting, LLC. Van Diest Capital provides portfolio management, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including Socially Responsible Investing, and integrates accounting services through its affiliated tax practice.

William Bertran is a financial advisor at Van Diest Capital with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including OSAIC and Signator Investors, Inc. Outside of his advisory role, Bertran serves as an elder at Missionary Alliance Church, providing spiritual oversight for the congregation. Van Diest Capital offers portfolio management, financial planning, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm incorporates a range of investment strategies and maintains a formal affiliation with an accounting practice and related business activities.

Eric Dawson is a financial advisor at Van Diest Capital with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, he coaches boys golf at a local school and owns a thoroughbred racehorse through a family partnership. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies based on modern portfolio theory and other analyses, offering tailored advisory programs that include Socially Responsible Investing options.

Ryan Gerardy is a CFP®-certified financial advisor with 12 years of industry experience, currently with Van Diest Capital. His prior experience includes roles at Thrivent Financial and Principal Life Insurance Co. Outside of advising, he has been involved in real estate investing activities focused on identifying properties and working with contractors. Van Diest Capital provides portfolio management, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates multiple investment strategies and offers Socially Responsible Investing options, with a distinctive affiliation to an accounting practice and related business entities.

James Van Diest is a financial advisor at Van Diest Capital with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Principal Financial Group and Dawson & Bertran Investment Advisors. Van Diest serves as a board member and treasurer for several community and professional organizations, including Ankeny Young Professionals and the Phoebe Foundation Africa. Van Diest Capital provides portfolio management, financial planning, retirement plan consulting, and fiduciary investment advice to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm’s approach incorporates modern portfolio theory and multiple investment strategies, offering tailored advisory programs and options such as Socially Responsible Investing.