Direct booking

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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 50061

Out of 400,000+ nationwide

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Alexandre D

CFA®

Clive, IA

Woodlands Capital Management, LLC

Alexandre Ducharme is a CFA® charterholder and the sole advisor at Woodlands Capital Management, LLC, where he has worked since 2014. He has 10 years of industry experience. Woodlands Capital Management is an independent registered investment adviser serving a small client base, including high-net-worth individuals, with approximately $5.8 million in discretionary assets under management. The firm offers long-only and long/short equity strategies based on fundamental analysis, emphasizing risk control and client objectives, and employs a performance-based fee structure for its long/short strategy with qualified clients.

Active portfolio management
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Joseph H

CFP®, Series 65

West Des Moines, IA

Hart Wealth Management

Joseph Hart is a CFP® professional with seven years of industry experience. He founded Hart Wealth Management in 2025 after working at West Financial Advisors, L.L.C. and RSM US LLP. Hart Wealth Management is an investment manager that primarily manages pooled or institutional assets through discretionary investment management, financial planning, and investment-related tax planning. The firm employs multi-asset allocation strategies based on charting, fundamental and technical analysis, and incorporates tax-sensitive practices such as tax-loss harvesting and tax-aware asset location.

Tax-loss harvesting Retirement withdrawal strategies Wealth management Multi-generational wealth transfer
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Christina L

Series 63, Series 65

West Des Moines, IA

Kingdom Wealth Development, LLC

Christina Lueders Ochanpaugh is a financial advisor at Kingdom Wealth Development, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Cambridge Investment Research and Trinity Financial Group, where she also serves as an independent insurance agent. Kingdom Wealth Development provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm employs an asset-allocation framework primarily using mutual funds and offers both discretionary and non-discretionary management with regular portfolio reviews.

General tax planning General estate planning guidance
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Michael B

CFP®, Series 66

West Des Moines, IA

Omni Wealth Management

Annuities Real estate investing
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Lucas S

Series 63, Series 65

Van Meter, IA

Ashland Advisors PLLC

Lucas Speltz is the principal of Ashland Advisors PLLC, a state-registered investment adviser based in Van Meter, Iowa. He holds Series 63 and Series 65 licenses and has eight years of experience with Ashland Advisors, alongside a concurrent role as Director of Provider Relations Finance at Blue Cross Blue Shield of Minnesota. Outside of his advisory and corporate work, he serves as CFO for two small businesses in the food and beverage sector. Ashland Advisors PLLC provides non-discretionary investment advisory and financial planning services primarily to individuals and families, with an emphasis on long-term, diversified, income-focused strategies tailored to client goals and risk tolerance. The firm also offers accounting and tax-preparation services, leveraging Speltz’s CPA credentials, and operates on an hourly fee basis without custody of client assets.

Income planning
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Brian W

Series 63, Series 65

Waukee, IA

Actis Wealth Management

Brian Weckman is a financial advisor with Actis Wealth Management in Waukee, IA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at LPL Financial and ownership of several business ventures, including Central Iowa Resellers, which focuses on purchasing and reselling estate sale items. Actis Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers tailored investment programs that utilize a mix of analytical approaches and portfolio strategies, and it provides pension consulting services including ERISA 3(38) investment management.

Business exit / sale strategy Cash flow / budgeting Debt management
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Steven R

ChFC®, Series 63, Series 66

Urbandale, IA

Reed Financial, LLC

Steven Reed is the principal of Reed Financial, LLC, an independent registered investment adviser based in Urbandale, IA. He holds the ChFC® designation and has 36 years of industry experience. Prior to founding Reed Financial, he held various roles at Northwestern Mutual and has operated his own sole proprietorship since 1987. He is also the managing member of Reed Commercial Lending LLC, which facilitates financial transactions between small business owners and lenders. Reed Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, including qualified retirement plans. The firm employs tailored investment strategies and offers pension consulting services, including limited-scope ERISA 3(21) fiduciary roles and preparation of related disclosures.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Michael M

Series 63, Series 65

Clive, IA

Acumen Associates LLC

Michael Marusiak is a financial advisor at Acumen Associates LLC in Clive, Iowa, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Eagle Strategies LLC and New York Life Insurance Company. Acumen Associates LLC is a solo independent advisory firm providing discretionary investment management to individuals and institutions. The firm employs a model-driven investment approach focused on volatility securities and derivatives, utilizing equity portfolios combined with covered-call and put-write strategies as well as proprietary volatility futures curve modeling.

Options & derivatives strategies Active portfolio management
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Logan Q

ChFC®, Series 65

West Des Moines, IA

Total Wealth

Logan Queck is a financial advisor with Total Wealth in West Des Moines, IA, holding the ChFC® designation and Series 65 license with nine years of industry experience. His prior roles include positions at Integrity Wealth Management LLC, Royal Fund Management, and Horter Investment Management. Outside of advisory work, Queck owns Everything Insurance, a licensed insurance agency, through which he conducts insurance transactions as an independent agent. Total Wealth provides portfolio management and financial planning primarily for individual and high-net-worth clients, employing modern portfolio theory with diversified portfolios mainly composed of ETFs, mutual funds, and insurance products such as annuities. The firm integrates insurance distribution into its investment approach and operates alongside overlapping accounting and consulting services through Total Wealth Planning.

Annuities Wealth management Retirement income strategy General retirement planning
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Nathan N

CFP®

West Des Moines, IA

Redspire Wealth Management, LLC

Redspire Wealth Management, LLC is a financial planning and investment management firm in West Des Moines, Iowa. I am a CERTIFIED FINANCIAL PLANNER® professional who enjoys working with clients at any age and stage of life. I believe that it's never too early or too late to set yourself up for financial success. My favorite part of my job is meeting new people and working on their financial plans. Financial planning is a highly collaborative process. Working with people to discover what they want to accomplish, their dreams, and how to get where they want to go is the highlight of my job. The people and families I work with have more confidence and clarity about their financial situation - they get a strong sense of comfort knowing they have a plan in place and know how to implement it! Although I am located in the heart of central Iowa, I work with clients located outside of the area and can meet virtually. I know that between kids, work schedules, vacations, and other commitments that schedules can get hectic. I try to accommodate clients' schedules and needs because every situation is unique. Redspire Wealth Management, LLC offers flat-fee and ingoing financial planning service, as well as investment management so you can determine what is the right service for your situation.

General retirement planning Young Professionals Young Families Gen Y/Millennials (Born 1980-1995)
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