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Belen Krabbe

Advisor at Prosperity Capital Advisors

Updated today

Location

Hampton, IA 50441

Credentials

ChFC®, Series 63

Industry experience

38 years

About

Belen Krabbe is a financial advisor with Prosperity Capital Advisors and holds the ChFC® designation and Series 63 license. She has 38 years of industry experience, including roles at C2P Capital Advisory Group, Mercap Securities, Regal Investment Advisors, and Regulus Advisors. Outside of advising, she serves as a board member of the Kiwanis Club of Hampton, IA. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using a variety of mutual funds, ETFs, and alternative solutions.

Client services

Based on Prosperity Capital Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Prosperity Capital Advisors

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Prosperity Capital Advisors

Founder/Business Owner Executive

Demographic focus

Based on Prosperity Capital Advisors

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Fixed fees typically range from $500 to $50,000 for financial planning and consulting services; fees for seminars range from $0 to $250.

Percentage

$0 - $499,999: 0.50% (50 basis points) $500,000 - $999,999: 0.40% (40 basis points) $1,000,000 - $1,999,999: 0.30% (30 basis points) $2,000,000 - $4,999,999: 0.25% (25 basis points) $5,000,000+: 0.20% (20 basis points)

Commissions

Certain supervised persons may earn commissions through unaffiliated broker-dealers for insurance or securities products.

Project-based

Typically $100 to $1,000 per hour for financial planning and consulting services.

Subscriptions

Subscription fees may range from $100 to $2,500 monthly for financial planning and consulting services; administrative fees for client directed assets is $150/year billed monthly.

Other

Account minimum: $1,000 to $250,000 depending on the advisory services selected Minimum fee: $150 minimum annual investment management fee charged monthly Fee-only: Financial planning, consulting, and other services fees negotiable; typically $100 to $1,000 per hour, $100 to $2,500 monthly fee, or fixed fee of $500 to $50,000; subscription-based fees may apply for certain services.

Location

11 First Avenue Nw

Hampton, IA 50441

Most active in

Iowa · Texas

Work history

C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors

2019 - Present (7 years)

Mercap Securities, LLC

2019 - 2020 (1 year)

Regal Investment Advisors

2014 - 2018 (4 years)

Regulus Advisors, LLC

2014 - 2018 (4 years)

FRANKLIN FINANCIAL SERVICES (d.b.a. for advisory business)

1991 - Present (35 years)

Disclosures

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

Business activities & affiliations

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Bradley S

Series 63, Series 66

Hampton, IA

Eagle Strategies (NY Life)

Bradley Scheideman is a financial advisor with Eagle Strategies (NY Life) based in Hampton, IA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Eagle Strategies since 2016 and previously at Generation Strategies, LLC. Outside of his advisory work, he serves as an elder at Faith Baptist Church and is a board member of the Fellowship of Christian Athletes. He also owns and manages Bodyworks Fitness Club in Hampton. Eagle Strategies provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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CFP®, Series 63, Series 65

Geneva, IA

Cetera

William Raney is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Cetera and has previously worked with Cetera Wealth Services, LLC and Grundy National Bank. In addition to his advisory role, he sells fixed life insurance, annuities, and long-term care products. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines retirement and fiduciary capabilities with a large advisory platform and utilizes multiple program structures and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Soren H

Series 66

Hampton, IA

Edward Jones

Soren Heilskov is a financial advisor at Edward Jones in Hampton, Iowa, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is known for its extensive retail advisor and branch network, and it provides various discretionary and non-discretionary investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Philip H

ChFC®, Series 63

Hampton, IA

OSAIC

Philip Hauser is a financial advisor at OSAIC Wealth, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. Outside of advisory work, he is involved in general grain farming. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and investment options across multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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