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Founding Member
Ankeny, Iowa branch office
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Brian has more than 15
years of experience in financial services and planning and is a
CERTIFIED FINANCIAL PLANNER®
practitioner (CFP®)
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Brian serves as the firm's Registered Principal and specializes in
financial planning and investment management. He frequently
travels to each branch office
and often works jointly with the other partners on the more complex
investment related issues.
Brian is from a small rural community in southern Iowa - Melrose,
and grew up helping his family with their cattle farming operations.
He earned his Bachelors Degree in Accounting from Iowa State
University in 1994 and has lived in the Des Moines area ever since.
He and his wife Jeri were married in 2005 and they have one son,
Luke.
In his spare time, Brian enjoys attending sporting events, movies, golf, pheasant hunting and most of all spring crappie
fishing on Lake Rathbun.
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Qualifications
/ Licenses |
Organizations |
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CERTIFIED
FINANCIAL PLANNER®
(CFP®) |
Financial Planning
Association (FPA) |
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Chartered FInancial Consultant (ChFC) |
Society of Financial Services Professionals |
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Chartered Life Underwriter (CLU) |
American Cancer Society |
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Series 24: Registered Principal* |
Knights of Columbus |
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Series 7: Registered Representative |
Ankeny Chamber of
Commerce |
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Series 63: Blue Sky |
Melrose Community Betterment |
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Life, Health |
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Founding Member
Ankeny, Iowa branch office
Linda has over 18 years of experience in insurance and financial
services. She serves as Business Manager for the firm and Insurance
Specialist for our Ankeny branch. She specializes in |
providing
risk-management services in all aspects of life and health insurance
for the firm’s clientele. Linda performs quote comparisons,
financial needs analyses, and in-depth insurance audits when needed.
She is a
native of
Iowa City, IA and earned
her BA from the University of Iowa. She served as marketing
representative for professional engineering services for seven
years, prior to making a career move into insurance in 1988. Linda was a
successful State Farm agent in Iowa City for 12 years, before
re-locating to the Des Moines, IA, area.
With her involvement in IEA Wealth Management, Linda is able to
combine her expertise in marketing, business management and
insurance services for a very rewarding business opportunity helping
people with their insurance needs.
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Qualifications
/ Licenses |
Organizations |
LUTCF Designation
[Life Underwriters Training Council Fellow] |
National
Association of Insurance and Financial Advisors [NAIFA] |
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Series 6 - Mutual
Funds / Variable Products |
Association of
Health Insurance Advisors |
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Series 63 |
American Business
Women's Association |
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Life / Health |
Alpha Gamma Delta
Fraternity of Women |
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Property /
Casualty / Commercial |
Ankeny Chamber of
Commerce |
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Operations Manager
Ankeny, Iowa branch office
Shanell has 10
years of experience in the banking industry and joined IEA in
September 2006. She works primarily with Brian's accounts and
clients and is responsible for the firm's operations |
and customer
services. Shanell grew up on a farm outside of Monona in
Northeast Iowa.
She earned her BA Degree from Wartburg College in Waverly, Iowa with
a major in Business Administration. She was very involved in
the music department and the work study management program.
Upon graduation, Shanell worked in Cedar Falls for five years.
She and her husband were married in 2003 and moved to Ankeny, Iowa
and in 2005, their daughter, Jenna was born.
In her spare time, Shanell enjoys scrapbooking and
spending time with family.
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Qualifications
/ Licenses |
Organizations |
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Series 7: Registered Representative |
Ankeny First United Methodist Church |
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Founding Member
Danville, Iowa branch office
(approximately 15 miles west of Burlington, Iowa)
Ben has over 22 years of experience in insurance and financial
services. Although he has always focused on providing
investment |
services to
his
clients, Ben is excited about the expanded wealth management
strategies he can now offer them.
Ben received his BS degree from Iowa Sate University in 1979, where
he was a member of the ISU wrestling team and competed on the ISU
Rodeo Team as a bull-rider, Upon graduation Ben moved to
Danville, Iowa where he met his wife Michelle.
He and Michelle have been married for over 28 years and have two
children; Jared - a Motor Performance Engineer for Case/New Holland at the
Burlington, Iowa factory and Hannah - is enrolled in medical school
at the University of Nebraska Medical in Omaha.
Ben
is very active in the community as a volunteer on the local and
state levels and he currently serves as past-president and membership
chairman of the Southeast Iowa Insurance and Financial Advisors
organization.
In his
spare time,
Ben enjoys hunting, fishing and horse back riding. He also has
a small acreage where he raises sheep and several horses and mules.
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Qualifications
/ Licenses |
Organizations |
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Series 7: Registered Representative |
Danville Lions |
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Investment Advisor Representative (IAR) |
Danville Masonic
Lodge #48 |
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Series 63 |
Denmark
Congregational United Church of Christ |
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Life, Health |
Danville Volunteer
Fire Department |
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Property /
Casualty / Commercial |
Danville Enhancement Committee |
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Founding Member
Cannon
Falls,
Minnesota branch office
(located approximately 20 miles north of Rochester, MN)
Todd has over 20 years of experience in insurance and financial
services.
After spending many years focusing on insurance, Todd now looks
forward to transitioning his practice into a full service |
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wealth
management firm.
A native of Cannon Falls, MN, Todd attended college at the
University of Wisconsin, River Falls with a major in Animal
Science. He played basketball each year during his four year
college experience and returned to the farm upon graduation until
1989 when he started his independent insurance agency.
Todd and his wife
Stephanie have been
married for over
32 years. They have four wonderful children; Andrea lives in
Colorado, Erin and her husband Michael live in Kentucky, Erik &
Matthew live in Cannon Falls.
In his
free time, Todd enjoys farming his 60 acres of organic crops,
horseback riding, skiing, playing basketball and elk hunting near
Jackson Hole in Wyoming. |
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Qualifications
/ Licenses |
Organizations |
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Series 7: Registered Representative |
MICHA |
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Investment Advisor Representative (IAR) |
NAIFA |
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Series 63 |
Cannon Valley Fair
Association |
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Life, Health |
Elder at St.
Paul's Lutheran Church |
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Property /
Casualty / Commercial |
Member Cannon
Falls Chamber |
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Wanamingo,
Minnesota Branch Office
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Dean is a
CPA and has more than 30 years of tax preparation experience.
He also became a
CERTIFIED FINANCIAL PLANNER®
practitioner (CFP®)
in 1998. Dean is the founding member of Baker & Axelson,
LTD located in Wanamingo, Minnesota.
Dean was
born and raised in Wanamingo, MN. He earned his Bachelor's
Degree in Accounting from Mankato State University. Dean has
been married to his wife, Sherri for 30+ years and they have 2
daughters who also reside in the Wanamingo area. One of his
daughters, Kari is also a CPA and co-owner of Baker & Axelson, LTD.
In his
spare time, Dean enjoys his grandchildren, hunting, fishing, and
spending time with his family. |
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Qualifications
/ Licenses |
Organizations |
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Certified Public Accountant |
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CERTIFIED
FINANCIAL PLANNER®
(CFP®) |
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Series 7: Registered Representative |
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Series 63:
Blue Sky |
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Wanamingo, Minnesota Branch Office |
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Kari has
over 5 years of accounting experience and has been a CPA Since 2006.
She is became a Registered Representative at the Wanamingo, MN in
2008.
Kari grew
up in Wanamingo, which is a small rural community in southeastern
Minnesota. She received her Bachelors Degree in Accounting
from the University of Wisconsin-Eau Claire in 2003. She
returned to her hometown in 2004 and began working at Baker &
Axelson, Ltd. Kari and her husband, Jerry, were married in
2005 and they live in rural Wanamingo.
During
her free time, Kari enjoys traveling, photography, and spending time
with family and friends. |
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Qualifications
/ Licenses |
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Certified Public Accountant |
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Series 7: Registered Representative |
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Series 63:
Blue Sky |
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Securities offered through Cambridge Investment
Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment
Advisor Representative, Cambridge Investment Research Advisors, Inc.,
a Registered Investment Advisor. Cambridge and IEA Wealth Management
are not affiliated. |
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Not
FDIC Insured |
No
Bank Guarantee |
May
Lose Value |
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Not a Deposit |
Not Insured by a Government Agency |
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Copyright I E A
Wealth Management LLC, 2008 |
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