Brian Foecke

ClearWealth was established by Lance Beckman CFP® in 2018. Lance has been in the financial services industry since 2013 and holds his Certified Financial Planning designation. Before starting ClearWealth, he was a Financial Advisor for one of the largest financial services companies in the country. ClearWealth is a Registered Investment Advisor (RIA) with the State of Iowa, meaning we have a fiduciary duty to our clients. More simply put, we have a legal obligation to act in the best interest of our clients. ClearWealth was started with the idea of creating a financial planning process that provides little conflict and big value. At ClearWealth, we believe building a comprehensive financial plan is the best way to have the most impact with the individuals, families, and businesses we work with.

Ryan Brueck is a CFP® with six years of industry experience, currently serving as a financial advisor at ClearWealth in Burlington, IA. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. ClearWealth is a state-registered investment adviser providing portfolio management and financial planning primarily to individual clients. The firm uses a predominantly passive investment approach with index mutual funds and ETFs, complemented by discretionary model portfolios and regular account reviews.

Michael Shinn is a financial advisor with BFC Planning, Inc. in Burlington, IA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has worked at BFC Planning since 2019 and Berthel Fisher & Company Financial Services since 2015. Outside of his advisory role, Shinn serves as a board member for the Danville Athletic Booster Club and holds leadership and financial advisory roles at Harmony Bible Church in Danville, IA. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various third-party money managers, offering both wrap and non-wrap programs with a range of investment strategies.

Eddie Hart is a financial advisor with IPI Wealth Management, Inc. in Burlington, IA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Investment Planners, Inc. since 2004. Outside of finance, he occasionally performs as a guitar player and singer. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm utilizes an open-architecture investment platform with proprietary risk-based models and outsources operational functions to a systems provider to support trade execution and performance reporting.

Curtis Cloke is a financial advisor with J.W. Cole Advisors, Inc. based in Burlington, Iowa, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2016 and previously spent 12 years at Invest Financial Corp. Outside of advisory work, Cloke is involved in several entrepreneurial and educational activities, including serving as president and owner of Acuity Financial, Inc., president and CEO of Thrive Income Distribution LLC, a professional speaker, and an adjunct instructor at The American College. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, using discretionary and non-discretionary approaches that incorporate fundamental and technical analysis as well as digital advice platforms.

Michael Benninghoven is a financial advisor with Principal Financial Services in Burlington, Iowa, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes two decades at MetLife Securities Inc. and Metropolitan Life Insurance Company, followed by roles at Massachusetts Mutual and Mass Mutual Investors Services prior to joining Principal in 2017. He also maintains business activities as an agent in fixed insurance products, including life, disability, annuities, Medicare supplement, and hearing and vision insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers advisory programs, financial planning, and retirement consulting, with access to third-party money manager asset allocation and separately managed account solutions.