Jacob Miller

David Ballheim is the sole advisor at Ballheim Financial LLC in Leclaire, Iowa, holding a Series 65 designation with 15 years of industry experience. He founded Ballheim Financial LLC in 2012 and has led the firm since its inception. Outside of his advisory work, he is a 20% partner in a farm rental business through CRB LLC. Ballheim Financial LLC serves individual and high-net-worth clients as well as employer-sponsored pension and profit-sharing plans, providing portfolio management, financial planning, and retirement plan administration. The firm integrates insurance products into its offerings and focuses on discretionary, long-term portfolio management supported by third-party analytics, managing approximately $26 million in assets.

Benjamin Young is a financial advisor at Wisdom Financial Services, L.L.C. with 10 years of industry experience. He holds a Series 65 designation and has worked at Wisdom Financial Services since 2015. In addition to his advisory role, he practices law as an attorney with Greenwood Law, LLC. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals and pension or profit-sharing plans, using fundamental analysis to guide discretionary portfolio management. The firm collaborates closely with affiliated professionals, including attorneys and CPAs, and employs third-party sub-advisers for portfolio oversight.

Jeffrey Amman is a financial advisor at Wisdom Financial Services, L.L.C. with two years of industry experience. He holds a Series 65 designation and previously worked for IH Mississippi Valley Credit Union for 14 years. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals and pension and profit-sharing plans. The firm employs fundamental analysis to set asset-allocation targets and manages client portfolios on a discretionary basis, relying on a third-party sub-adviser for day-to-day portfolio management.

Justin Heaton is a financial advisor at Wisdom Financial Services, L.L.C. in Geneseo, Illinois, holding a Series 65 designation with 13 years of industry experience. He has been with Wisdom Financial Services since 2011. Wisdom Financial Services provides individualized investment management and financial planning to individuals as well as pension and profit-sharing plans, focusing on non-high-net-worth clients without account minimums. The firm employs fundamental analysis and discretionary portfolio management, utilizing third-party sub-adviser Matson Money and integrating legal and accounting services through affiliated professionals.

Curtis Ford is a financial advisor with Wisdom Financial Services, L.L.C., holding a Series 65 designation and bringing 21 years of industry experience. He has been with Wisdom Financial Services since 2004 and is also an attorney with Nash Bean Ford & Brown, LLP. Wisdom Financial Services offers individualized investment management and financial planning primarily to non-high-net-worth individuals, utilizing fundamental analysis and discretionary portfolio management. The firm collaborates closely with legal and accounting professionals and relies on third-party sub-advisers for day-to-day portfolio management.

Gregory Heaton is a financial advisor with Wisdom Financial Services, L.L.C. He holds a Series 66 designation and has 25 years of industry experience. He has been with Wisdom Financial Services since 2003 and also operates the Greg Heaton Agency, where he sells insurance products. Wisdom Financial Services provides individualized investment management and financial planning primarily to non-high-net-worth individuals and pension and profit-sharing plans. The firm employs fundamental analysis for asset allocation and discretionary portfolio management, relying on a third-party sub-adviser for day-to-day management and uses a unique approach involving close collaboration with affiliated legal and accounting professionals.