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Advisors near 51005
Out of 400,000+ nationwide
Paul F
Series 65
Cherokee, IA
Royal Fund Management, LLC
Paul Fokken is a financial advisor with Royal Fund Management, LLC, holding a Series 65 license and seven years of industry experience. He is also the sole proprietor of Fokken Financial Services, where he sells life, long-term care, and disability insurance as well as annuities. His previous roles include positions at Keller Insurance and Financial Services, Inc. and South Dakota State University. Royal Fund Management, LLC serves individuals, corporations, pension plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients’ risk tolerances, and offers unique services such as access to select non-traded REITs and an options-writing overlay.
Chad H
CFP®, Series 63, Series 65
Storm Lake, IA
Cambridge Investment Research Advisors
Chad Halder is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at Cambridge Investment Research, Inc., Broker Dealer Financial Services Corp., and Citizens 1st National Bank, where he continues as a trust officer. He is also involved in community service as a board member of the Storm Lake Hy-Noon Kiwanis and the Iowa Trust Association. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches across multiple account platforms.
Jacob R
CFP®, Series 66
Cherokee, IA
Edward Jones
Brandon S
Series 66
Aurelia, IA
LPL Financial
Brandon Slaughter is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018, following 13 years at Broker Dealer Financial Services Corp. Outside of his advisory role, he serves as a high school referee and assistant girls softball coach in Cherokee, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Alexander G
CFP®, ChFC®, Series 66
Storm Lake, IA
Edward Jones
Linda B
Series 66
Storm Lake, IA
STIFEL
Bradford B
Series 63, Series 66
Storm Lake, IA
STIFEL
Joshua N
Series 66
Storm Lake, IA
Thrivent Investment Management
Jared E
Series 66
Storm Lake, IA
STIFEL
Travis A
Series 66
Storm Lake, IA
Edward Jones
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Advisors near 51005
Out of 400,000+ nationwide