Advisors at this firm
Ryan H
Series 63, Series 65
Waverly, IA
Accel Wealth Management
Ryan Hervey is a financial advisor at Accel Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwest Wealth Management LLC for nine years before joining Accel Wealth Management in 2022. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm uses a total portfolio approach focused on disciplined, diversified allocation, long-term holdings, and risk management strategies including options and structured notes.
Juan G
Series 65
Waverly, IA
Accel Wealth Management
Juan Garcia Heredia is a Series 65-licensed advisor at Accel Wealth Management with one year of industry experience. Prior to joining Accel, he worked at Elmcrest Country Club and GM Financial. Outside of finance, he owns and manages the Vega Sports Academy, a sports coaching business. Accel Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a disciplined, diversified “total portfolio” approach focused on long-term investments and employs tools like options and structured notes for risk management.
Mitchell C
Series 63, Series 66
Waverly, IA
Accel Wealth Management
Mitchell Cook is a financial advisor at Accel Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The O.N. Equity Sales Company, Ohio National Financial Services, Unified Trust Company, HKFS, and ProEquities Inc. Outside of his advisory role, he is involved in educating and consulting clients on insurance and annuity products. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations with a primary emphasis on long-term investments and periodic rebalancing.
Scott D
Series 63, Series 65
Waverly, IA
Accel Wealth Management
Scott Durscher is a financial advisor at Accel Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Brokers International Financial Services and Rda Financial Network, Inc. Outside of advisory work, he is part owner of Accel Holdings Inc, the parent company of Accel Wealth Management and The Accel Group, and volunteers with the Bremer County Conservation Board Support Group. Accel Wealth Management LLC serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a “total portfolio” approach focused on disciplined, diversified allocations and long-term strategies, and offers services that include discretionary portfolio management, financial planning, pension consulting, and employee financial education.
Michele K
Series 63, Series 66
Waverly, IA
Accel Wealth Management
Michele Krueger is a financial advisor at Accel Wealth Management with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Integrity Alliance, LLC and Cambridge Investment Research, Inc. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a disciplined, diversified “total portfolio” approach focused on long-term allocations and risk management, offering services such as discretionary portfolio management, financial planning, and pension consulting.
Todd M
ChFC®, Series 63, Series 65
Waverly, IA
Accel Wealth Management
Todd Manternach is a ChFC® with 38 years of industry experience and is currently a financial advisor at Accel Wealth Management. He has previously worked at Brokers International Financial Services, Ameritas Investment Corp, Premier Advisors LLC, and has owned Manternach & Associates since 2002, where he focuses on retirement planning and non-securities business. Accel Wealth Management serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach emphasizing disciplined, diversified allocations tailored through written investment policy statements, with a focus on long-term holdings and periodic rebalancing.
Jason W
Series 63, Series 66
Waverly, IA
Accel Wealth Management
Jason Willenborg is a financial advisor with Accel Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Brokers International Financial Services, Premier Advisors, and Ameritas Investment Corp. In addition to his advisory role, he is licensed as an independent insurance agent to sell fixed insurance products. Accel Wealth Management serves individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations tailored through written investment policy statements and utilizes tools such as options and structured notes for risk management.
Matthew T
Series 66
Waverly, IA
Accel Wealth Management
Matthew Temple is a financial advisor at Accel Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Brokers International Financial Services and Nestle. In addition to his advisory role, he is involved in life and health insurance sales. Accel Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a disciplined, diversified “total portfolio” approach focused on long-term investment and risk management, offering services such as discretionary portfolio management, financial planning, and employer financial education.
Stacie B
Series 63, Series 66
Waverly, IA
Accel Wealth Management
Stacie Brass is a financial advisor with Accel Wealth Management who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has worked at Accel Wealth Management and related entities since 2010 and serves as a board member of the Community Foundation of Northeast Iowa. Brass is also involved as an independent insurance agent and holds leadership roles in affiliated companies. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach focused on disciplined, diversified allocations tailored to clients through written investment policy statements, with additional services including financial planning, pension consulting, and employee financial education.
Anthony G
CFP®, Series 63, Series 65
Waverly, IA
Accel Wealth Management
Anthony Gaiffe is a CFP® professional at Accel Wealth Management with 26 years of industry experience. He has worked at Accel Wealth Management and Integrity Alliance, LLC since 2019, and previously held roles at Premier Advisors and Ameritas Investment Corp. He serves as a board member of the Prairie School Foundation, an educational nonprofit. Accel Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a total portfolio approach emphasizing disciplined, diversified allocations with a focus on long-term investment and risk management, including the use of options and structured notes.