Wealth Management Firms Ankeny IA

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Ankeny, IA. We have compiled a list of businesses and services around Ankeny, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Wayne Van Heuvelen
Horizon Consulting & Investment Services, Inc.
(515) 252-0796
2400 86th Street, Suite 19
Urbandale, IA
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Hourly Financial Planning Services, Tax Planning, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, JD, MA

Brian McKibban
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

David Strege
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Mr. Larry Verne Weigel, CFP®
(515) 577-1953
2315 SE Meadow View Ct
Ankeny, IA
Firm
Mr. Larry V. Weigel CFP

Data Provided By:
Mr. Loren J. Merkle, CFP®
(515) 727-1717
6165 NW 86th St
Johnston, IA
Firm
WM Wealth Management
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided By:
Johnne Syverson
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AEP, CAP, CFP®, ChFc, CLU, MSFS

Walt Mozdzer
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Brian D. Herbel, CFP®
(515) 964-1010
917 E 1st St Ste D
Ankeny, IA
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning

Data Provided By:
Mr. Robert A. Wiley, CFP®
(515) 727-1710
6165 NW 86th St
Johnston, IA
Firm
Wiley Financial Services

Data Provided By:
Lisa Lynn Kilmer, CFP®
(515) 276-1527
5404 nw 88th street
Johnston, IA
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874