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Michael S
Series 66
Newton, IA
1834 Investment Advisors Co.
Michael Skinner is a financial advisor with 17 years of industry experience, currently serving as Senior Managing Director at 1834 Investment Advisors Co. He holds a Series 66 designation and has worked previously at T. Rowe Price Investment Services, LPL Financial, and Old National Bank. Outside of his advisory roles, he is a writer and content director for the nonprofit organization Gratia Reflections. 1834 Investment Advisors Co. is an SEC-registered firm and a wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion across individuals, retirement plans, institutions, and banking clients. The firm emphasizes asset-allocation driven strategies implemented through discretionary portfolio management and supports clients with ongoing financial planning and proprietary research.
Amy D
Series 66
Newton, IA
wealth Enhancement Advisory Services, LLC
Amy De Haai is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.
Deborah J
Series 63, Series 65
Newton, IA
OSAIC
Deborah Jackson is a financial advisor with OSAIC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Royal Alliance Associates since 2016 and is involved in volunteer leadership roles with the Lutheran Women Mission League, where she organizes fundraisers and coordinates funeral planning for members. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to support discretionary and non-discretionary account management across a wide range of investment products.
Mitch S
Series 66
Prairie City, IA
Edward Jones
Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.
Kevin F
Series 66
Lynnville, IA
Raymond James Financial
Kevin Fitzpatrick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has been associated with Raymond James and Fitzpatrick Financial Services, Inc., where he is also an associate and financial advisor. Prior to his current roles, Fitzpatrick worked for Championship Productions for nine years. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and managed account programs, emphasizing a collaborative approach tailored to clients' risk profiles and goals.
George W
Series 63, Series 65
Newton, IA
Charles Schwab
George Wells is a financial advisor at Charles Schwab with eight years of industry experience. He has held roles at Charles Schwab since 2020 and previously worked at USAA Investment Management Company and affiliated USAA financial planning and advisory entities. Outside of his advisory work, he creates and posts videos on TikTok discussing religious and political topics unrelated to finance. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.
Jesse M
Series 66
Newton, IA
Edward Jones
Jesse Mason is a financial advisor at Edward Jones with two years of industry experience. He previously worked for S. Josephs & Sons for 15 years. Outside of his advisory role, Jesse is a part owner of an in-home daycare business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Kaden M
Series 66
Newton, IA
Edward Jones
Kaden Miedema is a financial advisor with Edward Jones in Newton, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at McKay Group and Woodbury Financial Services INC. He has a background that includes work at the City of Pella and experience as a full-time student. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
Zachary D
Series 66
Newton, IA
Thrivent Investment Management
Zachary Daly is a financial advisor with Thrivent Investment Management based in Newton, IA. He holds the Series 66 designation and has recently entered the industry with experience beginning in 2024. Prior to his current role, he worked in insurance services and held various positions outside of finance. Daly is also the owner of a DJ and event entertainment business called CatSmile Entertainment and serves as a Notary Public. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm emphasizes holistic planning across a range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing structure.
Mark A
Series 63, Series 66
Newton, IA
Edward Jones
Mark Allen is a financial advisor with Edward Jones in Newton, Iowa, holding Series 63 and Series 66 credentials and totaling 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as an 8th grade football coach for the Newton Community School District and is an inventor with a recently patented product related to The Moose Fireplace/Grill. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Travis P
Series 66
Newton, IA
Edward Jones
Travis Padget is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. He has worked with Edward Jones since 2014. Outside of his advisory role, he serves as a director on the Newton Community School District board, where he assists with financial oversight and district development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Nathan M
CFP®, Series 66
Newton, IA
Edward Jones
Nathan Milone is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Newton, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services through a nationwide network of approximately 23,701 financial advisors.
Brendan L
CFP®, Series 66
Newton, IA
Edward Jones
Brendan Lamont is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in Newton, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Robert M
Series 66
Newton, IA
LPL Enterprise
Robert Mccarey is a financial advisor with LPL Enterprise, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Birchcorp Financial and Principal Securities. Outside of advising, he is a notary public. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, model portfolios, and access to third-party asset management programs.
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