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Directory of Des Moines Area Employers

Investment Wealth Advisors

Agnew Mokosak Group
1025 Ashworth Rd., Ste. 180
WDM, IA 50265
515-223-5404
www.agnewmokosak.com
Local FT Staff: 5
Services Offered: Preparation for and entry into retirement tax planning services available
 

Ameriprise Advisor Services Inc.
1089 Jordan Creek Pkwy.
Ste 110
WDM, IA 50266
515-224-1700
Local FT Staff: 3
Services Offered: Financial services
 

AO Wealth Advisory
245 NE Venture Dr.
PO Box 69
Waukee, IA 50263
515-224-7849
www.aowealthadvisory.com
Local FT Staff: 1
Services Offered: Our mission is to help clients maximize what they earn, invest wisely and give generously
 

Bearence Management Group
1045 76th St.
Ste. 4000
WDM, IA 50266
515-327-8450
www.bearence.com
Local FT Staff: 10
Services Offered: Wealth management, 401K, life insurance
 

BTC Wealth Management Group, a division of Bankers Trust
453 7th St.
PO Box 897
DM, IA 50309
515-245-2800
www.btcwealthmanagement.com
Local FT Staff: 23
Services Offered: Asset mgmt.; retirement plan admin.; business, estate & financial planning; trust & fiduciary svcs.
 

Central Financial Group
5959 Village View Dr.
Ste. 200
WDM, IA 50266
515-457-1222
www.centralfinancialgroup.com
Local FT Staff: 260
Services Offered: Full service insurance agency offering life insurance, investments, health and property and casualty
 

Charles Schwab & Co. Inc.
801 Grand Ave.
Ste. 100
DM, IA 50309
515-698-4210
www.schwab.com
Local FT Staff: 5
Services Offered: Securities brokerage, money management financial advisory services
 

Chartered Financial Services Ltd.
936 Eighth St.
WDM, IA 50265
515-224-0596
Local FT Staff: 6
Services Offered: Financial planning, retirement planning, wealth management and cash flow management
 

Commodity Services Inc.
1901 NW 92nd Ct.
Ste. B
Clive, IA 50325
515-251-3100
www.commodityservices.com
Local FT Staff: 4
Services Offered: Commodity brokerage
 

Compass Financial Services
5015 Grand Ridge Dr.
Ste. 200
WDM, IA 50265
515-327-1020
www.compassiowa.com
Local FT Staff: 7
Services Offered: Independent, fee-based firm offering custom-tailored plans and income-focused investment strategies
 

CSB Financial Advisors
817 N. Ankeny Blvd.
Ankeny, IA 50023
515-252-1292
www.bankcsb.com
Local FT Staff: 5
Services Offered: Financial advisors in all 10 of our metro locations
 

DeWaay Capital Management
13001 University Ave.
Clive, IA 50325
515-224-9861
www.DeWaay.net
Local FT Staff: 39
 

Financial Partners Group
4400 Westown Pkwy.
Ste. 301
WDM, IA 50266
515-223-9200
www.financialpartnersgroup.net
Local FT Staff: 9
Services Offered: Professional financial planning, retirement & income planning, financial education, retirement plans
 

Foster Group Inc.
1001 Grand Ave.
WDM, IA 50265
515-226-9000
www.fostergrp.com
Local FT Staff: 24
Services Offered: Fee-only wealth consulting & portfolio management
 

Franke, Herr & Associates, a financial advisory practice of Ameriprise Financial
2600 Westown Pkwy.
Ste. 110
WDM, IA 50266
515-309-0043
Local FT Staff: 25
Services Offered: Complete investment & asset management, wealth management
 

Gilbert & Cook Inc.
2670 106th St.
Ste. 220
DM, IA 50322
515-270-6444
www.gilbertcook.com
Local FT Staff: 16
Services Offered: Planning tailored for complex financial solutions, retirement & tax strategies, wealth transition
 

Gremler Financial Group
4140 Grand Ave.
DM, IA 50312
515-453-2222
www.gremlerfinancial.com
Local FT Staff: 19
Services Offered: Financial planning, investment management, insurance, tax and estate planning strategies
 

Heartland Investments & Insurance LLC
10546 Justin Dr.
Urbandale, IA 50322
515-225-9995
www.heartland-insgroup.com
Local FT Staff: 2
Services Offered: Employee health benefits, individual health and Medicare, various financial products, life insurance
 

Holmes Murphy Financial Services
3001 Westown Pkwy.
Ste. 200
WDM, IA 50266
515-224-4032
www.holmesmurphyfs.com
Local FT Staff: 23
Services Offered: Financial life planning, investment strategies, retirement strategies and estate planning
 

Investment Advisors Corp. (Broker Dealer)
8800 NW 62nd Ave.
PO Box 6240
Johnston, IA 50131
515-727-6700
www.bdfs.com
Local FT Staff: 106
Services Offered: Third-party money managers, discretionary platforms and non-discretionary programs
 

Jesse, Keeling & Associates
12247 Stratford Dr.
Clive, IA 50325
515-453-9424
www.ameriprise.com
Local FT Staff: 8
Services Offered: Financial planning, banking & cash mgmt., insurance, investments, retirement planning
 

MassMutual Financial Group
1415 28th St.
Ste 350
WDM, IA 50266
515-223-6277
www.massmutual.com
Local FT Staff: 43
Services Offered: Life insurance, investment products, financial planning
 

McGladrey
400 Locust St., Ste. 640
DM, IA 50309
515-558-6600
www.mcgladrey.com
Local FT Staff: 4
Services Offered: Software dev./implementation, LAN/WAN, IT - security & controls, project mgmt., wireless, VoIP
 

Merrill Lynch
400 Locust St.
Ste. 600
DM, IA 50309
515-245-8000
www.ml.com
Local FT Staff: 20
Services Offered: Wealth management, financial advisory
 

MGC Financial/Lincoln Financial Advisors
2900 100th St.
Ste. 205
Urbandale, IA 50322
515-243-3212
Local FT Staff: 7
Services Offered: Financial planning
 

Midwest Region Business Cent./Principal Financial
6701 Westown Pkwy., Ste. 200
WDM, IA 50266
515-246-4000
Local FT Staff: 165
Services Offered: Insurance and financial services
 

Miles Capital Inc
1415 28th St.
Ste. 200
WDM, IA 50266
515-453-8400
www.milescapital.com
Local FT Staff: 20
Services Offered: Registered investment advisor offering the full range of investment management services
 

Morgan Stanley Smith Barney
801 Grand Ave., Ste. 380
DM, IA 50309
515-288-6555
www.morganstanley.com; www.smithbarney.com
Local FT Staff: 85
Services Offered: Wealth management, financial planning, investments
 

PCB Investment Center
5601 Merle Hay Rd.
Johnston, IA 50131
515-278-6300
www.polkcountybank.com
Local FT Staff: 1
Services Offered: Investments
 

Raymond James & Associates
1601 West Lakes Pkwy.
Ste. 210
WDM, IA 50266
515-226-7890
www.raymondjames.com
Local FT Staff: 14
Services Offered: Investment and financial services
 

RBC Wealth Management
1250 NW 128th St.
Ste. 200
Clive, IA 50325
515-225-4500
www.rbcwm-usa.com
Local FT Staff: 39
Services Offered: Wealth management, retirement planning, estate planning
 

Robert W. Baird & Co. Inc.
4500 Westown Pkwy.
Ste. 201
WDM, IA 50266
515-327-0024
www.rwbaird.com
Local FT Staff: 5
Services Offered: Wealth management, asset management, fixed income sales
 

Steele Capital Management
5550 Wild Rose Ln.
#400
WDM, IA 50266
515-661-6261
www.steelecapital.com
Local FT Staff: 2
Services Offered: Steele Capital provides superior financial solutions to individuals, businesses and organizations
 

Syverson Strege & Co.
4400 Westown Pkwy.
Ste. 300
WDM, IA 50266
515-225-6000
www.syversonstrege.com
Local FT Staff: 15
Services Offered: Fee-only financial planning firm offering retirement, estate, philanthropic & investment planning
 

The Bryton Cos.
1466 28th St.
Ste. 100
WDM, IA 50266
515-223-1601
www.bryton.com
Local FT Staff: 8
Services Offered: Life, health & disability insurance, annuities, 401(k), Medicare supplement
 

The Masters Group
1517 N Ankeny Blvd.
Ste. F
Ankeny, IA 50023
515-964-9671
www.mastersgroupinc.com
Local FT Staff: 4
Services Offered: Expertise in IRA/retirement plan distributions, comprehensive financial planning
 

The Planners Professional Services Inc.
1012 Grand Ave.
WDM, IA 50265
515-224-0149
www.plannersgroup.com
Local FT Staff: 8
Services Offered: Financial planning
 

UBS Financial Services Inc.
5465 Mills Civic Pkwy.
Ste. 301
WDM, IA 50266
515-222-0585
www.ubs.com
Local FT Staff: 21
Services Offered: Wealth management, retirement planning, financial planning
 

US Bank NA - Private Client Group
520 Walnut St.
DM, IA 50309
515-245-6221
www.usbank.com
Local FT Staff: 22
 

VentureNet Iowa
5550 Rose Wine Dr.
Ste. 400
WDM, IA 50266
515-471-1300
www.venturenetiowa.com
Local FT Staff: 0
Services Offered: Mentor and expert connections for entrepreneurs
 

Wealth Enhancement Group
1055 Jordan Creek Pkwy.
Ste. 224
WDM, IA 50266
515-224-1770
www.wealthenhancement.com
Local FT Staff: 6
Services Offered: Financial, estate &distribution planning, tax strategies, retirement plan consulting, insurance serv
 

Wells Fargo Advisors
418 Sixth Ave.
Ste. 1200
DM, IA 50309
515-282-8180
www.wellsfargoadvisors.com
Local FT Staff: 5
Services Offered: Investments
 

Wells Fargo Advisors
4344 Corporate Dr.
WDM, IA 50266
515-254-9400
www.wfadvisors.som
Local FT Staff: 43
Services Offered: Investment services
 

Wells Fargo Investment Services Inc.
666 Walnut St.
N8200-02D
DM, IA 50309
515-245-3127
www.wellsfargo.com
Local FT Staff: 40
Services Offered: Investments
 

Wiley Financial
6165 NW 86th St.
Johnston, IA 50131
515-727-1710
www.wileyfinancial.com
Local FT Staff: 2
Services Offered: Values-based personalized financial planning