Advisors at this firm
Brian T
Series 63, Series 65
Urbandale, IA
Rockway Wealth Partners
Brian Thompson is a financial advisor at Rockway Wealth Partners with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wealth Advisors of Iowa, VisionPoint Advisory Group, and LPL Financial LLC. Thompson also serves in the Iowa Air National Guard. Rockway Wealth Partners is a state-registered investment adviser serving individuals, retirement plans, corporations, and trusts. The firm manages approximately $25.1 million in discretionary assets and offers portfolio management, financial planning, and retirement plan advisory services, utilizing proprietary model portfolios and LPL Research–designed strategies.
Jayden M
CFP®, Series 63
Urbandale, IA
Rockway Wealth Partners
Jayden Moore is a CFP® professional with six years of industry experience, currently serving as an advisor at Rockway Wealth Partners. Before joining Rockway in 2025, he worked with Northwestern Mutual in various capacities from 2020 to 2025 and had earlier roles at Mass Mutual in 2019. Outside of his advisory work, Moore is the president of Cedar Valley Young Professionals, a nonprofit organization based in Waterloo, Iowa. Rockway Wealth Partners is a state-registered investment adviser managing approximately $25.1 million in discretionary assets across around 90 client relationships. The firm offers financial planning, portfolio management, and qualified retirement plan advisory services, utilizing its own model portfolios alongside LPL Research–designed strategies and providing specialized retirement-plan services.
James S
Series 65
Urbandale, IA
Rockway Wealth Partners
James Strege is a financial advisor at Rockway Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining Rockway Wealth Partners in 2025, he held various roles in the food service and media industries, including positions at Iowa State Daily and several restaurants. Rockway Wealth Partners is a state-registered investment adviser serving individuals, retirement plans, corporations, trusts, and other entities. The firm provides financial planning, portfolio management, and qualified retirement plan advisory services, managing approximately $25.1 million in discretionary assets across about 90 client relationships.
Kevin M
Series 63, Series 65
Urbandale, IA
Rockway Wealth Partners
Kevin McGuire is a financial advisor at Rockway Wealth Partners with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, McGuire serves as president of M3 Marketing Inc., a commercial printing business he has led since 2018. Rockway Wealth Partners provides financial planning, portfolio management, and qualified retirement plan advisory services to individuals, retirement plans, corporations, trusts, and other entities. The firm manages approximately $25.1 million in discretionary assets and offers its own model portfolios alongside access to LPL Research–designed portfolios, with a focus on discretionary asset allocation and retirement-plan services.