West Des Moines, IA Raccoon River Dr Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

11

Of 4,145 advisors across 1,136 offices

Location

5745 Raccoon River Dr, Suite 100

West Des Moines IA 50266

Advisors at this office

11

Advisors at this office

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Joan C

Series 63, Series 65, Series 66

West Des Moines, IA

Wells Fargo Advisors

Joan Carr is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and offering 36 years of industry experience. Her career includes over a decade with Wells Fargo entities in various advisory roles since 2011. Outside of her advisory work, she has partial ownership of a farmland rental in Manning, Iowa. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad menu of planning options that include specialized services such as business-owner transition planning and special-needs analysis. Advisors develop tailored recommendations using Wells Fargo research and tools, with clients choosing whether to implement these through the firm’s brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew H

CFA®, Series 63, Series 66

West Des Moines, IA

Wells Fargo Advisors

Matthew Hall is a CFA® charterholder with nine years of industry experience. He has worked at Wells Fargo in various capacities since 2015 and has been with Wells Fargo Advisors since 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, serving clients who meet certain net-worth thresholds.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Andrew S

Series 63, Series 65

West Des Moines, IA

Wells Fargo Advisors

Andrew Schreurs is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he serves as conservator for his daughter. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using its proprietary research and tools, with optional implementation through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Theodore N

Series 63, Series 66

West Des Moines, IA

Wells Fargo Advisors

Theodore Nahas is a financial advisor with Wells Fargo Advisors in West Des Moines, IA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked for seven years at BerganKDV Wealth Management, LLC before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to client needs, using proprietary research and planning tools, with an emphasis on discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher K

Series 63, Series 65

West Des Moines, IA

Wells Fargo Advisors

Christopher Kramer is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, LLC, Midwest Financial Solutions, LLC, Rk Wealth Management, LLC, and Ameritas Investment Company, LLC. Outside of his advisory work, Kramer owns a business under the brand "Life Is Short Eternity Is Forever," which sells T-shirts and books. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth transfer, as well as specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with various financial product offerings through an extensive network of advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher P

CFP®, Series 66

West Des Moines, IA

Wells Fargo Advisors

Christopher Pedersen is a CFP® with 15 years of experience currently with Wells Fargo Advisors in West Des Moines, IA. He has worked within various Wells Fargo entities since 2010. Pedersen also owns and operates Pedersen Wealth Management, an independent financial practice based in Waukee, IA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net worth criteria, utilizing proprietary research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brooks K

Series 66

West Des Moines, IA

Wells Fargo Advisors

Brooks Kehoe is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP for six years and PwC for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research, planning tools, and simulation models to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Trenton H

Series 66

West Des Moines, IA

Wells Fargo Advisors

Trenton Hilbrands is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in West Des Moines, IA, with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Adel DeSoto Minburn Community Schools and has a background that includes roles at Northwestern College and LeMars YMCA. Outside of his advisory work, he serves as an assistant basketball coach at Adel DeSoto Minburn Community Schools. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options through a large network of advisors. The firm integrates research, planning tools, and multiple financial product channels to develop tailored recommendations for clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Lisa N

Series 63, Series 65

West Des Moines, IA

Wells Fargo Advisors

Lisa Nelson is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Eric R

ChFC®, Series 63, Series 65

West Des Moines, IA

Wells Fargo Advisors

Eric Raasch is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameritas Advisory Services, Midwest Financial Solutions, RK Wealth Management, and Ameritas Investment Company. Raasch serves as a director for Norwich Housing Corporation, a nonprofit lender that provides housing loans to fraternity-affiliated alumni organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides comprehensive planning solutions using proprietary research and tools, with services tailored to clients meeting specific net-worth criteria.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Matthew F

CFP®, Series 63, Series 65

West Des Moines, IA

Wells Fargo Advisors

Matthew Fryar is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in West Des Moines, IA. He has been with Wells Fargo in various capacities since 2011 and also owns and operates Fryar Private Wealth Corp and Fryar Private Wealth Holdings, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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