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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

22 advisors near 50501

Out of 400,000+ nationwide

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Tanner U

Series 66

Fort Dodge, IA

VisionX Wealth Partners

Tanner Utley is a financial advisor with VisionX Wealth Partners in Fort Dodge, IA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Nielsen Financial Management, Royal Alliance Associates, and Ameritas Investment Corp. He serves on the boards of the Fort Dodge Country Club and Unity Point Health - Trinity and is an assistant wrestling coach at Fort Dodge Senior High School. VisionX Wealth Partners is an independent registered investment adviser providing wealth management, financial planning, and retirement-plan advisory services to individuals and corporate clients. The firm employs a client-directed investment approach using modern portfolio theory and various analytical methods, managing over $64 million in discretionary assets through a sponsored wrap fee program.

General retirement planning Wealth management College savings (529s, UTMA, etc.)
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Mark C

ChFC®, Series 63

Fort Dodge, IA

SPC

Mark Chingren is a ChFC® credentialed advisor with 39 years of experience, currently affiliated with SPC. He has worked at Parkland Securities since 2014 and has longstanding roles with Transamerica Life Companies and Chingren Agency dating back to 1983. Outside of his advisory work, he is president and sole owner of Chingren Agency, Inc. and Chingren Financial Advisors, Inc., both insurance businesses, and manages his parents' farm on a limited basis. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Cole J

Series 66

Fort Dodge, IA

LPL Financial

Cole Jaeschke is a financial advisor at LPL Financial with 10 years of industry experience and a Series 66 designation. His prior roles include positions at Royal Alliance Associates, Edward Jones, Kingsgate Insurance, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of his advisory work, he is involved in several business ventures, including ownership in industrial mechanic services and a family farm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Gabriel P

Series 66

Fort Dodge, IA

Edward Jones

Gabriel Pettit is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Liguria Foods, Inc. and Sullivan Auctioneers, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

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

Series 66

Fort Dodge, IA

Ameriprise

Michael Vought is a financial advisor at Ameriprise with two years of industry experience. He previously worked for Heartland Sales & Fundraising for seven years. Outside of his advisory role, he serves on the Board of Directors for R.I.V.E.R. Development, Inc. and is Treasurer of the organization. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing algorithmic automation combined with research and modeling to generate personalized retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Douglas M

Series 63, Series 66

Fort Dodge, IA

Ameriprise

Douglas Marine is a financial advisor at Ameriprise with 19 years of industry experience. He has been with Ameriprise since 2008 and holds Series 63 and Series 66 designations. Outside of his advisory role, Marine serves on the Knierim City Council and is involved with FISH2O, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan K

CFP®, ChFC®, Series 66

Fort Dodge, IA

Edward Jones

Ryan Kent is a financial advisor at Edward Jones in Fort Dodge, Iowa, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Wealth management ESG / Sustainable investing Inheritance planning Retired Founder/Business Owner Executive
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Kaden M

Series 66

Fort Dodge, IA

OSAIC

Kaden Mc Clintock is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc and Ameriprise Financial Services, Inc. Outside of his advisory role, Mc Clintock serves as a high school wrestling coach at St. Edmond Catholic Schools, is president of a nonprofit youth wrestling club, and acts as treasurer for the Fort Dodge Young Professionals organization. OSAIC Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process and offers a range of advisory programs, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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John N

CFP®, Series 66

Fort Dodge, IA

Ameriprise

John Nielsen is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at Nielsen Financial Management, LPL Financial, and Visionpoint Advisory Group, LLC. Nielsen is also involved with FISH20, LLC as an associate financial advisor. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Scott J

Series 66

Fort Dodge, IA

OSAIC

Scott Julius is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc and has involvement in farming through his ownership of S & K AG Inc, an agricultural business focused on corn and soybeans. He also serves as president of the S-corp farming operation, working primarily outside of trading hours. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process combining risk tolerance, asset allocation, and portfolio optimization, offering a wide range of investment products and advisory programs through a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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Edward D

Series 66

Fort Dodge, IA

LPL Financial

Edward Doyle is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance, Self/Central Financial Group, Bankers Life, HyVee, and Fort Dodge Country Club. Outside of his advisory role, he serves as a basketball referee in Boone, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Shelley M

CFP®, Series 63

Fort Dodge, IA

LPL Financial

Shelley Magnani is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2004. She holds a Series 63 license and is based in Ames, Iowa. Outside of her advisory work, she serves as a county election official for Story County, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan sponsors. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Tracy C

Series 63, Series 65

Fort Dodge, IA

OSAIC

Tracy Crimmins is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of advising, she serves as Vice President of Preserve Fort Dodge, a nonprofit focused on repurposing historic buildings, and is a member of the finance committee for Holy Trinity Parish and St. Edmond Catholic Schools. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm offers various advisory programs and combines risk-tolerance assessments with portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Brennan F

Series 66

Fort Dodge, IA

Edward Jones

Brennan Fehr is a financial advisor at Edward Jones in Fort Dodge, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Rob-See-Co, LLC and Federal Hybrids, Inc. He is a partner and director at CompassAg, Inc., a company formerly known as Federal Hybrids that owns farm ground and commercial buildings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
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Matthew J

Series 66

Fort Dodge, IA

Morgan Stanley

Matthew Jens is a financial advisor with Morgan Stanley in Fort Dodge, Iowa, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013. Jens serves as a board member of the Gilbert Education Foundation in Gilbert, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

General estate planning guidance
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Timothy K

Series 63, Series 65

Fort Dodge, IA

OSAIC

Timothy Kraayenbrink is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Woodbury Financial Services for 17 years before joining OSAIC in 2024. Kraayenbrink serves as an Iowa State Senator and is president of K-Brink, Inc., a corporation formed for business expenses. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers access to various investment products and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Kole P

Series 63, Series 66

Fort Dodge, IA

LPL Financial

Kole Petersen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Royal Alliance Associates, Sii, and Principal Funds Distributor, Inc. Petersen is also the owner of Petersen Financial Planning LLC, a separate business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Baileigh A

Series 63, Series 65

Fort Dodge, IA

LPL Financial

Baileigh Ashbrook is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Petersen Financial LLLC Planning, Royal Alliance, and Central Financial Group. Prior to her advisory roles, she was involved in various business activities including management positions outside the financial industry. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Andrew M

CFP®, ChFC®, Series 66

Fort Dodge, IA

OSAIC

Andrew McCarville is a CFP® and ChFC® with six years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services and Farm Bureau Financial Services and has operated McCarville Financial Network since 2019. His business activities include ownership and advisory roles within entities related to his securities business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that supports a large network of financial advisers serving individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs and utilizes technology-driven investment processes, managing approximately $200 billion in assets across over 6,000 advisors.

Annuities Founder/Business Owner Executive Retired
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Richard M

ChFC®, Series 63

Fort Dodge, IA

OSAIC

Richard Mccarville is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2024, he worked at Woodbury Financial for 18 years. Outside of his advisory role, he is involved as a silent owner of a hunting and fishing lodge in South Dakota and serves as president of Bee Jay Corp, which manages fixed insurance and annuity products. OSAIC is a large 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 comprehensive investment process using risk-tolerance assessments, asset allocation, and portfolio optimization tools, and offers access to various custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Nicholas T

Series 66

Fort Dodge, IA

LPL Financial

Nicholas Topp is a financial advisor with LPL Financial in Ames, IA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked at CyHawk Hospitality for six years. He is also a public notary and has been involved in private mortgage lending activities. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Cierra W

CFP®, Series 66

Fort Dodge, IA

Ameriprise

Cierra Walding is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked with Ameriprise Financial Services, Inc. for 10 years. Outside of her advisory role, Walding is co-owner of a tax preparation firm and serves as president of the Women's Empowerment Network board of directors. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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