Indianola, IA N. 14th St. Office
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Wealthcare Capital Partners, LLC
Team
Firm-wide stats for Wealthcare Capital Partners, LLC
About
Wealthcare Capital Partners LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations and businesses. The firm reports managing about $407 million in client assets across discretionary and non‑discretionary accounts and offers wealth management, standalone investment management, financial planning, and retirement plan advisory services.
The firm describes a goals‑based, evidence‑based investment process that incorporates behavioral economics and quantitative metrics to match long‑term strategies to client preferences; its brochure references proprietary measures such as a Wealthcare Skill Index and a Growth Conditions Index (GCONIX). Portfolios are typically long‑term oriented but can include active or dynamic allocations, index‑tracking strategies, and access to alternative investments and Delaware statutory trusts via third‑party platforms.
WCP is affiliated through common ownership with other registered advisers and related entities, and its ADV discloses that it may refer clients to or use affiliated managers; it also serves as the sponsor of a wrap fee program and documents the use of affiliated technology and administrative services. The brochure notes that some advisory persons maintain broker‑dealer and insurance licenses (which may give rise to separate compensation) and states there are no material disciplinary events disclosed.
Based on Wealthcare Capital Partners, LLC
Expertise
Based on Wealthcare Capital Partners, LLC
Location
1601 N. 14th St.
Indianola IA 50125
Advisors at this office
2
Advisors at this office
Keri B
Series 66
Indianola, IA
Wealthcare Capital Partners, LLC
Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.
Chase G
Series 63, Series 65
Indianola, IA
Wealthcare Capital Partners, LLC
Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.
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