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Top 30 financial advisors of 1,523 near 50211
Out of 400,000+ nationwide
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.
Mike J
CFP®
Des Moines, IA
Teacher Wealth
Hello, I'm Mike. I founded Teacher Wealth to raise the standard of financial advice to educators. As a former teacher, I understand the challenges that educators face with their finances; as well as the unique opportunities. Unfortunately, in many ways, the financial services community has ignored the profession. I am trying to change that. Teachers deserve better! Many families just need someone to walk with them as they make important decisions. To really get to know them. To ask them the right questions. To challenge them. To offer them accountability. I am honored to be this person for my clients. At Teacher Wealth, we like to say that "it's not just about the money." Instead, the focus is on how money can best create clarity, security, and fulfillment in our lives. The K-12 financial literacy education movement is a passion of mine and I try to help with that by serving on the board of the Iowa Jump$tart Coalition. On the personal side, I've been married to my best friend Tisa for over 20 years. We live in chaos most of the time in our Des Moines, Iowa home as we raise our four awesome kids. We do our best to prioritize our marriage over everything else except our faith. We are active members of Holy Trinity Catholic Church in Des Moines.
Matthew T
Series 66
West Des Moines, IA
Merrill
Matthew Turcotte is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides advice and guidance tailored to clients' goals and priorities, focusing on personalized wealth management strategies that consider the full financial picture. He works with individuals, families, and businesses to develop flexible strategies that adapt to changing market conditions and leverage investment insights from Merrill as well as banking and lending solutions from Bank of America. Matthew’s areas of expertise include corporate benefits, employee benefits planning, executive and equity compensation services, liquidity management, retirement income, personal retirement planning, portfolio management, and small business strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Northern Iowa. In addition to his professional work, Matthew participates in community volunteer activities consistent with Merrill's tradition of service. His personal interests include adventure sports, baseball, biking, football, golfing, hiking, hunting, running, and spending time with his family.
Benjamin P
Series 66
Norwalk, IA
Edward Jones
Seth H
Series 63, Series 65
West Des Moines, IA
Merrill
Seth Harjes is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and business owners achieve financial clarity and long-term security. Based in Iowa, he focuses on understanding each client’s full financial picture to create personalized and flexible wealth management strategies. His approach integrates investment insights from Merrill and banking and lending solutions from Bank of America. Seth’s expertise covers a broad range of areas including divorce transition planning, employee benefits planning, family wealth management, retirement income, tax minimization, and planning for defined benefit and contribution plans. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Seth earned his Bachelor's Degree from Grand View University. Outside of his professional work, Seth enjoys activities such as billiards, camping, chess, cooking, fishing, gardening, hiking, hunting, pickleball, and spending time with his family. His personal philosophy centers on delivering financial clarity so clients can focus on enjoying life rather than managing money.
Ali S
Series 63, Series 65
West Des Moines, IA
Merrill
Ali Shemirani is a Senior Financial Advisor at Merrill Lynch Wealth Management, providing personalized wealth management strategies tailored to clients' unique goals, time horizons, liquidity needs, and risk tolerance. He joined Merrill Lynch in 1996 and has been active in the financial services industry since 1993. Ali also holds the Personal Investment Advisor (PIA) designation. Ali advises clients on various aspects of their financial lives, including 401(k) and retirement plans for institutions, access to banking services through Bank of America, investments, retirement planning, and trust and estate planning services. He guides clients through employer benefits and retirement planning, recognizing the challenges of longer lifespans and multi-generational caregiving, aiming to help reduce stress and uncertainties related to retirement. He served honorably in the US Army and holds a High School Diploma from Redwood High School. Ali lives in Clive with his wife, Jan, and son, Joshua. Both he and Jan are actively involved in their son's school, including PTA and volunteer activities. His community involvement extends to several organizations such as Crossroads Park Elementary PTA, West Des Moines School District, and West Des Moines Soccer Club. Ali also supports numerous charitable groups, including Children and Families of Iowa, The Orchard Place, and the Wounded Warrior Project.
Dustin L
Series 66
Urbandale, IA
Edward Jones
Kevin P
Series 63, Series 66
Des Moines, IA
Edward Jones
Michael S
CFP®, Series 66
Urbandale, IA
Edward Jones
Reagan A
Series 63, Series 65
West Des Moines, IA
Merrill
Reagan Adjei is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, Reagan works directly with clients to identify their financial goals and develop portfolio strategies intended to meet those objectives. They provide ongoing advice and adjust financial plans as clients' situations evolve. Reagan holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Grand View University. Their approach centers on understanding what is important to clients and their families to create tailored strategies aimed at pursuing financial goals.
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Top 30 financial advisors of 1,523 near 50211
Out of 400,000+ nationwide