Top 20 Financial Services Companies in Urbandale

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Below is the list of Top 20 Financial Services Companies in Urbandale ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Urbandale

1. Fortress Wealth Management

Industry: Financial Services

Location: Urbandale, Iowa

Website: thefortress.net

Company Founded: 2008

Company Size: 11-50

Company Address: 2894 106th Street, Urbandale, Iowa, United States

Fortress Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jeff Scharingson Managing Partner
Jim Christensen Managing Partner- Director Of Insurance
Ron Rosenblatt Managing Director
Trey Medlin Lpl Financial Advisor
Bill Moffitt Account Executive
Lutcf Chad Mcmullin Insurance Agent And *registered Representative
Josh Bolton Insurance Agent
Requires/Intent and 9 more Employees
HR & Talent Acquisition
Branding & Public Relations
and more

2. Ao Wealth Advisory

Industry: Financial Services

Location: Urbandale, Iowa

Website: aowealthadvisory.com

Company Founded: 2010

Company Size: 1-10

Company Address: 2570 106th Street, Urbandale, Iowa, United States

Ao Wealth Advisory Contact Details

Name Title LinkedIn Phone Email
Adam Obrecht Founder | Owner | Financial Planner
Denise Obrecht Marketing Director
Requires/Intent
Omnichannel Customer Support
Securities Trading & Brokerage
Portfolio Management
Performance Tracking & KPI Analytics
and more

3. Midwest Family Lending Corp

Industry: Financial Services

Location: Urbandale, Iowa

Website: midwestfamilylending.com

Company Founded: 1996

Company Size: 11-50

Company Address: 3240 99th Street, Urbandale, Iowa, United States

Midwest Family Lending Corp Contact Details

Name Title LinkedIn Phone Email
Eric Smith Licensed Mortgage Loan Originator
Mark Engleman Mortgage Specialist
Marti Myer Mortgage Processor
Curvin Larson Licensed Mortgage Originator
Josh Brandt Licensed Mortgage Originator Nmls #40654
Jason Pleggenkuhle Mortgage Loan Originator
Linden Heikens Licensed Loan Originator
Requires/Intent and 1 more Employees
Financial Planning & Retirement Solutions
Customer Relationship Management (CRM)
Corporate Finance Strategy
Investment Advisory
and more

4. Banleaco

Industry: Financial Services

Location: Urbandale, Iowa

Website: banleaco.com

Company Founded: 1946

Company Size: 11-50

Company Address: 11017 Aurora Avenue, Urbandale, Iowa, United States

Banleaco Contact Details

Name Title LinkedIn Phone Email
David Sloan Credit And Collection Manager
Julie Soma Credit Analyst
Diane Williams Vice President And Controller
Jodi Brockman Credit Analyst
Amie Holben Credit Service Representative
Requires/Intent
Data Analytics & Business Intelligence
Credit Rating & Analysis
Sales & Lead Generation Strategy
Technology Consulting
Hedge Fund & Private Equity Consulting
and more

5. Msg Payment Systems

Industry: Financial Services

Location: Urbandale, Iowa

Website: msgpay.com

Company Founded: 1998

Company Size: 1-10

Company Address: 10555 New York Avenue, Urbandale, Iowa, United States

Msg Payment Systems Contact Details

Name Title LinkedIn Phone Email
Paul Huntley President And Chief Executive Officer
Courtney Huff Director Of Operations
Requires/Intent
Debt Collection & Recovery
HR & Talent Acquisition
and more

6. The Barrent Group

Industry: Financial Services

Location: Urbandale, Iowa

Website: barrentgroup.com

Company Founded: 2008

Company Size: 51-200

Company Address: 3056 104th Street, Urbandale, Iowa, United States

The Barrent Group Contact Details

Name Title LinkedIn Phone Email
Corey Harrison Executive Vice President - Operations
Lindsay Becker Senior Quality Assurance Analyst
Jodi Landry Senior Quality Assurance Analyst
Shari Clark Senior Analyst
Theresa Jensen Quality Assurance Processor
Ashley Hunter Assistant Vice President - Operations
Jessica Fryer Quality Assurance Analyst
Requires/Intent and 9 more Employees
Automation & Workflow Optimization
Tax Planning & Strategy
IoT-enabled Smart Banking Solutions
and more

7. Mcgill Junge Wealth Management

Industry: Financial Services

Location: Urbandale, Iowa

Website: mcgilljunge.com

Company Founded: 1990

Company Size: 11-50

Company Address: 2414 128th Street, Urbandale, Iowa, United States

Mcgill Junge Wealth Management Contact Details

Name Title LinkedIn Phone Email
Scott Mceachron Director Of Investments
Jennifer Henry Office Coordinator
Paige Junge Operations Assistant
Requires/Intent
Customer Relationship Management (CRM)
Branding & Public Relations
Cloud Computing Solutions
and more

8. Iowa Senior Planning

Industry: Financial Services

Location: Urbandale, Iowa

Website: iaseniorplanning.com

Company Founded: 2013

Company Size: 1-10

Company Address: 2973 100th Street, Urbandale, Iowa, United States

Iowa Senior Planning Contact Details

Name Title LinkedIn Phone Email
Luann Sechrist Account Manager And Case Worker
Hannah Thomas Business Office Assistant
Requires/Intent
Blockchain & Cryptocurrency Solutions
Customer Relationship Management (CRM)
Cloud Computing Solutions
Securities Trading & Brokerage
Performance Tracking & KPI Analytics
and more

9. Manchester Leasing Services, Inc

Industry: Financial Services

Location: Urbandale, Iowa

Website: manchesterls.com

Company Founded: 2016

Company Size: 1-10

Company Address: 2771 104th Street, Urbandale, Iowa, United States

Manchester Leasing Services, Inc Contact Details

Name Title LinkedIn Phone Email
Eric Aspengren Account Executive
Patrick Huff Account Executive
Requires/Intent
ESG & Sustainable Finance Consulting
Financial Planning & Retirement Solutions
Business Strategy & Growth Consulting
Financial Auditing & Reporting
and more

10. Diversified Commercial Funding

Industry: Financial Services

Location: Urbandale, Iowa

Website: diversifiedcf.com

Company Size: 1-10

Company Address: 2973 100th Street, Urbandale, Iowa, United States

Diversified Commercial Funding Contact Details

Name Title LinkedIn Phone Email
Troy Wright Co-owner
Requires/Intent
AI-powered Financial Insights
Blockchain & Cryptocurrency Solutions
Digital Payment & Subscription Solutions
Cloud Computing Solutions
and more

11. Mokosak Advisory Group, Llc.

Industry: Financial Services

Location: Urbandale, Iowa

Website: mokosakadvisorygroup.com

Company Size: 1-10

Company Address: 2900 100th Street, Urbandale, Iowa, United States

Mokosak Advisory Group, Llc. Contact Details

Name Title LinkedIn Phone Email
Marty Kelly Associate Financial Planner
Requires/Intent
Corporate Finance Strategy
Performance Tracking & KPI Analytics
HR & Talent Acquisition
Loan Origination & Servicing Platforms
and more

12. Banleaco

Industry: Financial Services

Location: Urbandale, Iowa

Company Founded: 1946

Company Size: 1-10

Company Address: 11017 Aurora Avenue, Urbandale, Iowa, United States

Banleaco Contact Details

Name Title LinkedIn Phone Email
Kandy Freeman Assistant Controller
Wyndi Bryant Office Manager And Customer Service
Requires/Intent
Insurance & Underwriting Services
Cloud Computing Solutions
Mortgage & Loan Processing
and more

13. Oakwood Commercial Capital Group

Industry: Financial Services

Location: Urbandale, Iowa

Website: oakwoodcommercialcapital.com

Company Founded: 2016

Company Size: 1-10

Company Address: 2973 100th Street, Urbandale, Iowa, United States

Oakwood Commercial Capital Group Contact Details

Name Title LinkedIn Phone Email
David Delger President
David Delger President
Requires/Intent
Mortgage & Loan Processing
ERP For Financial Institutions
Treasury & Cash Flow Management
Data Analytics & Business Intelligence
and more

14. Dsm Financial

Industry: Financial Services

Location: Urbandale, Iowa

Website: dsmfinancial.com

Company Founded: 2004

Company Size: 1-10

Company Address: 3309 109th Street, Urbandale, Iowa, United States

Dsm Financial Contact Details

Name Title LinkedIn Phone Email
Connie Cook Insurance Agent
Requires/Intent
Asset Management
Mobile App Development For Financial Services
ESG & Sustainable Finance Consulting
Fraud Detection & Prevention
Customer Relationship Management (CRM)
and more

15. American Retirement Systems

Industry: Financial Services

Location: Urbandale, Iowa

Website: americanretirementsystems.com

Company Size: 11-50

Company Address: 7177 Hickman Road, Urbandale, Iowa, United States

American Retirement Systems Contact Details

Name Title LinkedIn Phone Email
Kevin Wingert President
Cameron Mccanlies Marketing Specialist
Jeff Jensen Marketing Specialist
Requires/Intent
Omnichannel Customer Support
Corporate Finance Strategy
Tax Planning & Strategy
Compliance & Regulatory Advisory
and more

16. Midland Credit Union

Industry: Financial Services

Location: Urbandale, Iowa

Website: midlandcu.org

Company Founded: 1933

Company Size: 11-50

Company Address: 2891 106th Street, Urbandale, Iowa, United States

Midland Credit Union Contact Details

Name Title LinkedIn Phone Email
Lindsay Szymanski Loan Officer
Janet Blodgett Senior Loan Processor
Sierra Mcginnis Teller
Requires/Intent
Digital Payment & Subscription Solutions
Customer Relationship Management (CRM)
Hedge Fund & Private Equity Consulting
Document Management & E-signature Solutions
and more

17. Encompass Capital Group, L.l.c.

Industry: Financial Services

Location: Urbandale, Iowa

Website: e-capgroup.com

Company Founded: 2005

Company Size: 1-10

Encompass Capital Group, L.l.c. Contact Details

Name Title LinkedIn Phone Email
Chris Bucaria Head Of Marketing
Requires/Intent
Financial Auditing & Reporting
Mergers & Acquisitions Advisory
Marketing Services
Cybersecurity & Data Protection
Mortgage & Loan Processing
and more

18. Successful Resource Management

Industry: Financial Services

Location: Urbandale, Iowa

Website: srmltd.com

Company Size: 1-10

Company Address: 7017 Hickman Road, Urbandale, Iowa, United States

Successful Resource Management Contact Details

Name Title LinkedIn Phone Email
Amit Poddar Vp, Investments And Operations
Requires/Intent
HR & Talent Acquisition
Securities Trading & Brokerage
Marketing Services
Financial Auditing & Reporting
and more

19. Independent Wealth Network, Inc.

Industry: Financial Services

Location: Urbandale, Iowa

Website: indwealth.net

Company Founded: 2017

Company Size: 1-10

Company Address: 2763 86th Street, Urbandale, Iowa, United States

Independent Wealth Network, Inc. Contact Details

Name Title LinkedIn Phone Email
Julie Boulden Transition Coordinator
Requires/Intent
Tax Planning & Strategy
Investment Advisory
Sales & Lead Generation Strategy
Financial Auditing & Reporting
and more
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Urbandale Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jeff Scharingson Fortress Wealth Management Managing Partner
2 Jim Christensen Fortress Wealth Management Managing Partner- Director Of Insurance
3 Ron Rosenblatt Fortress Wealth Management Managing Director
4 Trey Medlin Fortress Wealth Management Lpl Financial Advisor
5 Bill Moffitt Fortress Wealth Management Account Executive
6 Lutcf Chad Mcmullin Fortress Wealth Management Insurance Agent And *registered Representative
7 Josh Bolton Fortress Wealth Management Insurance Agent
8 Adam Obrecht Ao Wealth Advisory Founder | Owner | Financial Planner
9 Denise Obrecht Ao Wealth Advisory Marketing Director
10 Eric Smith Midwest Family Lending Corp Licensed Mortgage Loan Originator
11 Mark Engleman Midwest Family Lending Corp Mortgage Specialist
12 Marti Myer Midwest Family Lending Corp Mortgage Processor
13 Curvin Larson Midwest Family Lending Corp Licensed Mortgage Originator
14 Josh Brandt Midwest Family Lending Corp Licensed Mortgage Originator Nmls #40654
15 Jason Pleggenkuhle Midwest Family Lending Corp Mortgage Loan Originator
16 Linden Heikens Midwest Family Lending Corp Licensed Loan Originator
17 David Sloan Banleaco Credit And Collection Manager
18 Julie Soma Banleaco Credit Analyst
19 Diane Williams Banleaco Vice President And Controller
20 Jodi Brockman Banleaco Credit Analyst
21 Amie Holben Banleaco Credit Service Representative
22 Paul Huntley Msg Payment Systems President And Chief Executive Officer
23 Courtney Huff Msg Payment Systems Director Of Operations
24 Corey Harrison The Barrent Group Executive Vice President - Operations
25 Lindsay Becker The Barrent Group Senior Quality Assurance Analyst
26 Jodi Landry The Barrent Group Senior Quality Assurance Analyst
27 Shari Clark The Barrent Group Senior Analyst
28 Theresa Jensen The Barrent Group Quality Assurance Processor
29 Ashley Hunter The Barrent Group Assistant Vice President - Operations
30 Jessica Fryer The Barrent Group Quality Assurance Analyst
31 Scott Mceachron Mcgill Junge Wealth Management Director Of Investments
32 Jennifer Henry Mcgill Junge Wealth Management Office Coordinator
33 Paige Junge Mcgill Junge Wealth Management Operations Assistant
34 Luann Sechrist Iowa Senior Planning Account Manager And Case Worker
35 Hannah Thomas Iowa Senior Planning Business Office Assistant
36 Eric Aspengren Manchester Leasing Services, Inc Account Executive
37 Patrick Huff Manchester Leasing Services, Inc Account Executive
38 Troy Wright Diversified Commercial Funding Co-owner
39 Marty Kelly Mokosak Advisory Group, Llc. Associate Financial Planner
40 Kandy Freeman Banleaco Assistant Controller

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