Top 50 Financial Services Companies in West Des Moines

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Below is the list of Top 50 Financial Services Companies in West Des Moines ranked based on company size, client reviews, services, and awards.

Financial Services Companies in West Des Moines

1. Sammons Financial Group Member Companies

Industry: Financial Services

Location: West Des Moines, Iowa

Website: sammonsfinancialgroup.com

Company Size: 1001-5000

Company Address: 4350 Westown Parkway, West Des Moines, Iowa, United States

Sammons Financial Group Member Companies Contact Details

Name Title LinkedIn Phone Email
Christopher Huff Internal Wholesaler
John Burgus Suitability Consultant
Tommy Jondall External Wholesaler
Kylie Murray Regional Sales Director - Southwest
David Attaway Vice President, Chief Financial Officer And Treasurer
Josh Phillips Internal Wholesaler, Mountain West Region
Shelly Lawrence Director Of Actuarial Project Management
Requires/Intent and 342 more Employees
Performance Tracking & KPI Analytics
Tax Planning & Strategy
and more

2. Vizypay

Industry: Financial Services

Location: West Des Moines, Iowa

Website: vizypay.com

Company Founded: 2017

Company Size: 11-50

Vizypay Contact Details

Name Title LinkedIn Phone Email
Austin Nab Managing Partner
Kyle Mccann Technical Supervisor
Nathan Thelen Recruiter
Jason Fielder Partner
Frank Pagano National Sales Director
Taylor Bleeker Customer Service And Technician Support
Dao Ngo Customer Service Representative
Requires/Intent and 11 more Employees
Loan Origination & Servicing Platforms
Technology Consulting
Cloud Computing Solutions
and more

3. Homeservices Lending, Llc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: homeserviceslending.com

Company Size: 201-500

Company Address: 2700 Westown Parkway, West Des Moines, Iowa, United States

Homeservices Lending, Llc Contact Details

Name Title LinkedIn Phone Email
Jason Froehlich Iowa Regional Mortgage Manager Nmlsr Id 648374
Deanne Gabriel Infield Processor
Patrick Mcgovern Regional Mortgage Manager
Anastasia Turner Mortgage Loan Officer
Dave Lewis Home Mortgage Consultant
Ket Therrien Mortgage Loan Closer
Mary Boudreau Branch Manager - Mortgage Banking
Requires/Intent and 67 more Employees
Digital Payment & Subscription Solutions
Tax Planning & Strategy
Automation & Workflow Optimization
and more

4. Sammons Retirement Solutions

Industry: Financial Services

Location: West Des Moines, Iowa

Website: srslivewell.com

Company Size: 1001-5000

Company Address: 4546 Corporate Drive, West Des Moines, Iowa, United States

Sammons Retirement Solutions Contact Details

Name Title LinkedIn Phone Email
Thomas Perry Regional Vice President
Joseph Cavalieri Regional Vice President
Bobby Daniels Senior Regional Sales Director
Karin Walkovitz Business Development Manager
Zach Dicken Senior Regional Sales Director
Melissa Scheuerman Avp, Business And Sales Development
Marcus Kempton Vice President - Divisional Sales Manager
Requires/Intent and 23 more Employees
Omnichannel Customer Support
Technology Consulting
Portfolio Management
Fraud Detection & Prevention
and more

5. Midwest Heritage, A Hy-vee Company

Industry: Financial Services

Location: West Des Moines, Iowa

Website: mhbank.com

Company Founded: 1873

Company Size: 51-200

Company Address: 3580 Ep True Parkway, West Des Moines, Iowa, United States

Midwest Heritage, A Hy-vee Company Contact Details

Name Title LinkedIn Phone Email
Todd Mcgowan Vice President Commercial Lending
Tanner Rinker Marketing Specialist
Julie Robertson Assistant Vice President Branch Manager
Darin Woodward Executive Vice President, Chief Operating Officer At Midwest Heritage, A Hy-vee
Wayne Martens Ag And Commercial Lender
Hollie Imming Marketing Director
Dylan Whitney Business Development Director
Requires/Intent and 47 more Employees
Investment Advisory
IoT-enabled Smart Banking Solutions
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
Sales & Lead Generation Strategy
and more

6. Davis Life & Annuity

Industry: Financial Services

Location: West Des Moines, Iowa

Website: davislife.com

Company Founded: 1980

Company Size: 11-50

Company Address: 3737 Woodland Avenue, West Des Moines, Iowa, United States

Davis Life & Annuity Contact Details

Name Title LinkedIn Phone Email
Trent Davis Principal
Bob Pedigo Clu Falu Flmivice President Of Underwriting
Jon Davis Principal
Al Stockwell Director Of Life Marketing
Jamie Peterson Annuity Marketing Executive
Sarah Albracht Director Of Media Marketing
Emily Dawson Manager Of Contracting And Life New Business
Requires/Intent and 5 more Employees
Online Advertising & SEO
Cybersecurity & Data Protection
and more

7. Gilbert & Cook, Inc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: gilbertcook.com

Company Founded: 1993

Company Size: 11-50

Company Address: 5058 Grand Ridge Drive, West Des Moines, Iowa, United States

Gilbert & Cook, Inc Contact Details

Name Title LinkedIn Phone Email
Heather Engeltjes Vice President Strategic Planning
Jessica Swaim Associate Advisor
Jarret Sheets Associate Advisor
Jerit Tripp Partner
Garrett York Relationship Manager
Jacob Fromm Investment Analyst
Awma Megan Rosenstiel Advisor And Director Of Financial Planning
Requires/Intent and 2 more Employees
Data Analytics & Business Intelligence
Accounting Services
and more

8. Insight Wealth Group

Industry: Financial Services

Location: West Des Moines, Iowa

Website: insightwealthgroup.com

Company Founded: 2012

Company Size: 1-10

Company Address: 6600 Westown Parkway, West Des Moines, Iowa, United States

Insight Wealth Group Contact Details

Name Title LinkedIn Phone Email
Andrew Dorr Partner
Andrew Kleis Partner
Scott Manhart Founder And Partner, Insight Tax And Accounting Services
Benjamin Morrow Investment Advisor Representative And Registered Representative
Kelly Engle Director Of Client Services
Bryson Hamilton Investment Advisor
Brenda Gross Accountant
Requires/Intent
Business Strategy & Growth Consulting
Debt Collection & Recovery
Employee Training & Workforce Development
and more

9. Syverson Strege & Company | Sherpa Investment Management

Industry: Financial Services

Location: West Des Moines, Iowa

Company Size: 11-50

Company Address: 4125 Westown Parkway, West Des Moines, Iowa, United States

Syverson Strege & Company | Sherpa Investment Management Contact Details

Name Title LinkedIn Phone Email
David Strege Fee-only Financial Planner
Wayne Johnson Fee-only Financial Planner
Tim Roemmich Senior Financial Analyst
Tim Roemmich Financial Analyst
Mfm Matt Roberts Financial Planner
Meghan Kaufenberg Marketing Assistant And Electronic Media Specialist
Meri Grogran Finance Accounting Manager
Requires/Intent and 3 more Employees
Loan Origination & Servicing Platforms
Debt Collection & Recovery
Mergers & Acquisitions Advisory
Hedge Fund & Private Equity Consulting
and more

10. Conterra Asset Management

Industry: Financial Services

Location: West Des Moines, Iowa

Website: conterraag.com

Company Founded: 2014

Company Size: 11-50

Company Address: 7755 Office Plaza Drive North, West Des Moines, Iowa, United States

Conterra Asset Management Contact Details

Name Title LinkedIn Phone Email
Paul Erickson President And Chief Executive Officer
Brandon Hancock Portfolio Manager
Joe Erickson Collateral Analyst
Michael Pagel Corporate Counsel
Sarah Streeter Senior Closing Administrator
Alison Werts Loan Administrator
Megan Spalding Loan Specialist
Requires/Intent and 2 more Employees
Business Strategy & Growth Consulting
Employee Training & Workforce Development
Marketing Services
Customer Relationship Management (CRM)
and more

11. Foster Group

Industry: Financial Services

Location: West Des Moines, Iowa

Website: fostergrp.com

Company Founded: 1989

Company Size: 51-200

Company Address: 6601 Westown Parkway, West Des Moines, Iowa, United States

Foster Group Contact Details

Name Title LinkedIn Phone Email
Buck Olsen Chief Executive Officer
Kent Kramer Chief Investment Officer
Kate Juelfs Director Of Service
Andy Mullan Senior Associate Advisor
Shea Mears Cpa
Kyra Wells Associate Advisor Manager
Requires/Intent
Data Analytics & Business Intelligence
Legal Compliance & Advisory
Customer Relationship Management (CRM)
and more

12. Broker Dealer Financial Services Corp.

Industry: Financial Services

Location: West Des Moines, Iowa

Website: bdfs.com

Company Founded: 1979

Company Size: 51-200

Company Address: 140 South 68th Street, West Des Moines, Iowa, United States

Broker Dealer Financial Services Corp. Contact Details

Name Title LinkedIn Phone Email
Dale Ullestad-heneke Human Resources
Brian Murphy Representative
Kristi Mignano Operations Specialist
Annette Utterback Operations Manager
Margaret Solinger Compliance Principal
K Michael Burns Financial Services Representative
Paul De Shaw Co Owner, Director
Requires/Intent and 2 more Employees
Corporate Finance Strategy
AI-powered Financial Insights
and more

13. Coopera Consulting

Industry: Financial Services

Location: West Des Moines, Iowa

Website: cooperaconsulting.com

Company Founded: 2003

Company Size: 1-10

Company Address: 7745 Office Plaza Drive North, West Des Moines, Iowa, United States

Coopera Consulting Contact Details

Name Title LinkedIn Phone Email
Victor Corro Chief Executive Officer
Warren Morrow Founder And Chief Executive Officer
Tania Perez Client Support Analyst
Angelica Reyes Emerging Markets Intern
Alexandra Aguilar Market Research Intern
Requires/Intent
Sales & Lead Generation Strategy
Quality Control & Assurance
Accounting Services
Investment Advisory
and more

14. Tmg Financial Services

Industry: Financial Services

Location: West Des Moines, Iowa

Website: tmgfinancialservices.com

Company Founded: 2007

Company Size: 11-50

Company Address: 7745 Office Plaza Drive North, West Des Moines, Iowa, United States

Tmg Financial Services Contact Details

Name Title LinkedIn Phone Email
Brittany Walker Relationship Manager
Brittany Lisa Relationship Manager
Jon Sarvis Chief Executive Officer
Kevin Boileau Credit Analyst
April Lair Credit And Risk Analyst
Cynthia Felton Registered Tax And Financial Specialist
Requires/Intent
Employee Training & Workforce Development
Risk Assessment & Mitigation
and more

15. The Finway Group, Llc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: finwaygroup.com

Company Founded: 1997

Company Size: 1-10

The Finway Group, Llc Contact Details

Name Title LinkedIn Phone Email
Lindsay Gronewold Conversion And Communication Coordinator
Dustin Morrow Sales Director
Keith Lowery Vice President Of Administration
Steve Finnegan Managing Partner
Nicole Anschutz Caregiver
Requires/Intent
Customer Relationship Management (CRM)
Banking & Payment Processing
Financial Forecasting & Modeling
and more

16. Financial Decisions Group, Llc

Industry: Financial Services

Location: West Des Moines, Iowa

Company Size: 11-50

Financial Decisions Group, Llc Contact Details

Name Title LinkedIn Phone Email
Lutcf Josh Rice President And Financial Advisor
Arron Cramer Financial Services Professional
Requires/Intent
Wealth Management
Hedge Fund & Private Equity Consulting
Performance Tracking & KPI Analytics
Cybersecurity & Data Protection
and more

17. Brokers Clearing House, Ltd.

Industry: Financial Services

Location: West Des Moines, Iowa

Website: bchlife.com

Company Founded: 1975

Company Size: 11-50

Brokers Clearing House, Ltd. Contact Details

Name Title LinkedIn Phone Email
Jim Codr Senior Vice President
Steve Oliver Senior Vice President
Mark Arends Chief Financial Officer
Diana Feller Senior New Business Case Manager
Jenna Dunkin Licensing And Contracting Manager
Heidi Lehne Commissions And Contracting
Jed Mengel Marketing Manager
Requires/Intent and 1 more Employees
Accounting Services
Debt Collection & Recovery
and more

18. Redbrick Financial Group

Industry: Financial Services

Location: West Des Moines, Iowa

Website: redbrickfinancial.com

Company Founded: 2015

Company Size: 51-200

Company Address: 1415 28th Street, West Des Moines, Iowa, United States

Redbrick Financial Group Contact Details

Name Title LinkedIn Phone Email
Carri Parton Financial Data Analyst
Terry Baccam Analytics Manager
Deshana Langford Senior Collections Specialist
Yariss Sauz Collections Specialist
Requires/Intent
Document Management & E-signature Solutions
Cloud Computing Solutions
Quality Control & Assurance
and more

19. Iowa Credit Union League

Industry: Financial Services

Location: West Des Moines, Iowa

Website: iowacreditunions.com

Company Founded: 1930

Company Size: 11-50

Company Address: 7745 Office Plaza Drive North, West Des Moines, Iowa, United States

Iowa Credit Union League Contact Details

Name Title LinkedIn Phone Email
Jodi Allen Member Services Consultant
Andrea Dickinson Member Outreach Coordinator
Cindy Love Administrative Secretary At Iowa Credit Union League
Julie Mapes Administrative Assistant
Requires/Intent
Financial Forecasting & Modeling
Accounting Services
and more

20. Customone Cfo & Controllers

Industry: Financial Services

Location: West Des Moines, Iowa

Website: customonecfo.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1055 South Willow Circle, West Des Moines, Iowa, United States

Customone Cfo & Controllers Contact Details

Name Title LinkedIn Phone Email
Luke Vogel Founder And Chief Financial Officer
Karl Wilt Chief Financial Officer
Nicole Vickroy Staff Accountant
Jesse Johnson Staff Accountant
Requires/Intent
Document Management & E-signature Solutions
Mobile App Development For Financial Services
and more

21. Qualified Plan Consultants, Llc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: 401k-qpc.com

Company Founded: 2003

Company Size: 11-50

Company Address: 4949 Westown Parkway, West Des Moines, Iowa, United States

Qualified Plan Consultants, Llc Contact Details

Name Title LinkedIn Phone Email
Tom Lastuvka Co-founder
Kyle Faaborg New Business Manager
Abigail Bunge Retirement Plan Consultant
Don Love Senior Retirement Plan Consultant
Tammy Jurgenson Retirement Plan Consultant
Mary Aldrich Administrator
Susan Hefel Retirement Plan Consultant
Requires/Intent
HR & Talent Acquisition
Loan Origination & Servicing Platforms
and more

22. Capital Financial Partners

Industry: Financial Services

Location: West Des Moines, Iowa

Website: sailingrowing.com

Company Founded: 2011

Company Size: 1-10

Company Address: 140 South 68th Street, West Des Moines, Iowa, United States

Capital Financial Partners Contact Details

Name Title LinkedIn Phone Email
Michael Oetken Financial Advisor
Requires/Intent
Hedge Fund & Private Equity Consulting
Accounting Services
Portfolio Management
IoT-enabled Smart Banking Solutions
Sales & Lead Generation Strategy
and more

23. Wexford & James L.l.c.

Industry: Financial Services

Location: West Des Moines, Iowa

Website: wexfordjames.com

Company Founded: 2002

Company Size: 1-10

Company Address: 2910 Westown Parkway, West Des Moines, Iowa, United States

Wexford & James L.l.c. Contact Details

Name Title LinkedIn Phone Email
Adem Buza Sales Representative
Anna Grimm Client Account Manager
Scott Madole Sales
Mike Shafer Vice President Of Operations
James Winterbottom Sales
Kevin Grimm President
Darin Dueling Collection Manager
Requires/Intent
Portfolio Management
Securities Trading & Brokerage
HR & Talent Acquisition
Cybersecurity & Data Protection
and more

24. Legacy Capital Partners, Inc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: legacycapinv.com

Company Founded: 2016

Company Size: 1-10

Company Address: 3737 Woodland Avenue, West Des Moines, Iowa, United States

Legacy Capital Partners, Inc Contact Details

Name Title LinkedIn Phone Email
Mike Compiano Partner
Daniel Porter Partner
Julie Ryan Office Manager
Requires/Intent
Wealth Management
Mergers & Acquisitions Advisory
Employee Training & Workforce Development
Risk Assessment & Mitigation
Asset Management
and more

25. One Place Capital

Industry: Financial Services

Location: West Des Moines, Iowa

Website: oneplacecapital.com

Company Founded: 2009

Company Size: 11-50

Company Address: 505 Market Street, West Des Moines, Iowa, United States

One Place Capital Contact Details

Name Title LinkedIn Phone Email
Dan Kerr Business Development Manager At One Place Capital
Shannon Cole Marketing Manager
Drew Fowler Intern
Requires/Intent
Cybersecurity & Data Protection
Automation & Workflow Optimization
Employee Training & Workforce Development
Investment Advisory
and more

26. Social Money

Industry: Financial Services

Location: West Des Moines, Iowa

Website: socialmoney.com

Company Size: 11-50

Social Money Contact Details

Name Title LinkedIn Phone Email
Sarah Foss Director Of Marketing
Dan Schulz Vice President Of Information Technology
Requires/Intent
Risk Assessment & Mitigation
Risk Management & Compliance
Technology Consulting
Banking & Payment Processing
and more

27. Generations Wealth Management

Industry: Financial Services

Location: West Des Moines, Iowa

Website: genwm.com

Company Founded: 2009

Company Size: 1-10

Company Address: 5550 Wild Rose Lane, West Des Moines, Iowa, United States

Generations Wealth Management Contact Details

Name Title LinkedIn Phone Email
Julie Fuller Owner, Certified Public Accountant, Ccertified Financial Planner
Requires/Intent
Performance Tracking & KPI Analytics
Credit Rating & Analysis
Debt Collection & Recovery
Sales & Lead Generation Strategy
and more

28. Valiant Wealth, Llc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: vanderweideadvisors.com

Company Founded: 2008

Company Size: 1-10

Company Address: 3408 Woodland Avenue, West Des Moines, Iowa, United States

Valiant Wealth, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Stegg Chief Operating Officer
Rachel Smith Director Of Music Business Management
Shanell Freeseman Director Of Family Office Services
Requires/Intent
Insurance & Underwriting Services
Risk Management & Compliance
Sales & Lead Generation Strategy
Financial Auditing & Reporting
and more

29. Aspire Resources Inc.

Industry: Financial Services

Location: West Des Moines, Iowa

Website: aspireresourcesinc.com

Company Size: 11-50

Aspire Resources Inc. Contact Details

Name Title LinkedIn Phone Email
Joe Bird Senior Vice President Of Business Development And Client Relations At Aspire Resources Inc
Maggie Hutchison Ilink Support Analyst
Michelle Swinehart Technical Support Analyst
Brenda Lujan Default Resolution Specialist
Amber Telford-ancona Bilingual Loan Counselor
Lynda Teichroew Mail Support Services Supervisor
Debbie Williams Dls Loan Counselor
Requires/Intent and 4 more Employees
AI-powered Financial Insights
Branding & Public Relations
Compliance & Regulatory Advisory
Securities Trading & Brokerage
and more

30. Kidder Benefits Consultants, Inc.

Industry: Financial Services

Location: West Des Moines, Iowa

Website: askkidder.com

Company Founded: 1996

Company Size: 11-50

Company Address: 5700 Westown Parkway, West Des Moines, Iowa, United States

Kidder Benefits Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Ashley Hethershaw Administrative Assistant
Karen Rich Administrative Associate
Ken Lenzmeier Pension Administrator
Connie Mccleary Primary Administrator
Brenda Sickels Senior Employee Benefits Administrator
Lynn Karabinas Benefits Administrator
Cheryl Mumby Plan Distribution Specialist
Requires/Intent and 3 more Employees
Banking & Payment Processing
Digital Payment & Subscription Solutions
Loan Origination & Servicing Platforms
Accounting Services
and more

31. Iowa Equity Exchange

Industry: Financial Services

Location: West Des Moines, Iowa

Website: iowaequityexchange.com

Company Founded: 2007

Company Size: 1-10

Company Address: 4800 Mills Civic Parkway, West Des Moines, Iowa, United States

Iowa Equity Exchange Contact Details

Name Title LinkedIn Phone Email
Ken Tharp President And Head Of Section 1031 Exchange Operations
Requires/Intent
Legal Compliance & Advisory
Data Analytics & Business Intelligence
Portfolio Management
and more

32. Lmc Financial Advisors

Industry: Financial Services

Location: West Des Moines, Iowa

Website: lmcfin.com

Company Founded: 1998

Company Size: 1-10

Company Address: 4200 University Avenue, West Des Moines, Iowa, United States

Lmc Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Chris Vandeberg Financial Consultant
Requires/Intent
Financial Auditing & Reporting
Online Advertising & SEO
Banking & Payment Processing
and more

33. Policyworks Llc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: policyworksllc.com

Company Founded: 2006

Company Size: 11-50

Company Address: 7745 Office Plaza Drive North, West Des Moines, Iowa, United States

Policyworks Llc Contact Details

Name Title LinkedIn Phone Email
Jeremy Smith Director Of Client Partnerships
Requires/Intent
Mergers & Acquisitions Advisory
Financial Planning & Retirement Solutions
Hedge Fund & Private Equity Consulting
Risk Management & Compliance
Data Analytics & Business Intelligence
and more

34. Chartered Financial Services, Ltd.

Industry: Financial Services

Location: West Des Moines, Iowa

Website: charteredfs.com

Company Founded: 1982

Company Size: 1-10

Company Address: 936 Eighth Street, West Des Moines, Iowa, United States

Chartered Financial Services, Ltd. Contact Details

Name Title LinkedIn Phone Email
Jason Badger Financial Advisor
Janelle Miller Administrative Assistant
Requires/Intent
Risk Assessment & Mitigation
IoT-enabled Smart Banking Solutions
Marketing Services
Data Analytics & Business Intelligence
and more

35. Compass Financial Services

Industry: Financial Services

Location: West Des Moines, Iowa

Website: compassiowa.com

Company Founded: 1992

Company Size: 1-10

Company Address: 4801 Westown Parkway, West Des Moines, Iowa, United States

Compass Financial Services Contact Details

Name Title LinkedIn Phone Email
Brieana Fortner Administrative Assistant
Requires/Intent
Risk Management & Compliance
Securities Trading & Brokerage
Portfolio Management
and more

36. Syverson Strege

Industry: Financial Services

Location: West Des Moines, Iowa

Website: onlyworkforyou.com

Company Size: 11-50

Company Address: 4125 Westown Parkway, West Des Moines, Iowa, United States

Syverson Strege Contact Details

Name Title LinkedIn Phone Email
Debbie Longseth Executive Assistant
Lance Knaack Associate Financial Planner
Requires/Intent
ERP For Financial Institutions
Tax Planning & Strategy
and more

37. Compensation Designs, Llc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: cdsplans.com

Company Founded: 1987

Company Size: 1-10

Company Address: 1603 22nd Street, West Des Moines, Iowa, United States

Compensation Designs, Llc Contact Details

Name Title LinkedIn Phone Email
Gerrit Vrieze Senior Vice President Portfolio Manager
Jill Clark Owner
Requires/Intent
Tax Planning & Strategy
Cybersecurity & Data Protection
Portfolio Management
Mergers & Acquisitions Advisory
Employee Training & Workforce Development
and more

38. Tunink Murray Financial Group

Industry: Financial Services

Location: West Des Moines, Iowa

Website: tuninkmurray.com

Company Founded: 1973

Company Size: 11-50

Tunink Murray Financial Group Contact Details

Name Title LinkedIn Phone Email
Megan Hatfield Tax Preparer
Amy Wright Accounant
Rebecca Durbin-parker Front Office Coordinator
Wes Day Tax Preparer, Enrolled Agent
Deb Fuller Financial Advisor
Requires/Intent
Compliance & Regulatory Advisory
Mobile App Development For Financial Services
Wealth Management
and more

39. Boelman Shaw Tax And Financial Planning

Industry: Financial Services

Location: West Des Moines, Iowa

Website: boelmanshaw.com

Company Founded: 2006

Company Size: 1-10

Company Address: 1031 Office Park Road, West Des Moines, Iowa, United States

Boelman Shaw Tax And Financial Planning Contact Details

Name Title LinkedIn Phone Email
Timothy Lynn Tax Return Checker
Bill Veenstra Tax Consultant And Preparer
Alejandra Nunez Scanner
Kaytee Stearns Office Manager
Requires/Intent
Branding & Public Relations
AI-powered Financial Insights
Compliance & Regulatory Advisory
and more

40. Vivid Tax Advisory Services, Llc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: vividtaxadvisory.com

Company Size: 1-10

Company Address: 3737 Woodland Avenue, West Des Moines, Iowa, United States

Vivid Tax Advisory Services, Llc Contact Details

Name Title LinkedIn Phone Email
Kara Ries Director Of Operations
Requires/Intent
Cybersecurity & Data Protection
Omnichannel Customer Support
Document Management & E-signature Solutions
and more

41. Tim Vorland Photography

Industry: Financial Services

Location: West Des Moines, Iowa

Website: timvorlandphotography.com

Company Size: 1-10

Company Address: 2020 Grand Avenue, West Des Moines, Iowa, United States

Tim Vorland Photography Contact Details

Name Title LinkedIn Phone Email
Teri Vorland Co-owner
Tim Vorland Business Owner
Requires/Intent
Risk Assessment & Mitigation
Debt Collection & Recovery
AI-powered Financial Insights
Asset Management
Sales & Lead Generation Strategy
and more

42. Rk Wealth Management, Llc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: rkwealthmanagement.com

Company Size: 1-10

Rk Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Eric Raasch Senior Partner
Chris Kramer Senior Partner
Requires/Intent
Loan Origination & Servicing Platforms
Branding & Public Relations
Customer Relationship Management (CRM)
and more

43. Venture Winds

Industry: Financial Services

Location: West Des Moines, Iowa

Company Size: 1-10

Company Address: 5044 Coachlight Drive, West Des Moines, Iowa, United States

Venture Winds Contact Details

Name Title LinkedIn Phone Email
Lori Schulte Consultant
Requires/Intent
Sales & Lead Generation Strategy
Debt Collection & Recovery
and more

44. Massmutual Iowa

Industry: Financial Services

Location: West Des Moines, Iowa

Company Size: 1-10

Company Address: 5550 Wild Rose Lane, West Des Moines, Iowa, United States

Massmutual Iowa Contact Details

Name Title LinkedIn Phone Email
Kerri Hiemstra Agency Technician Specialist And Office Coordinator
Tom Davis Financial Services Professional
Ahmed Elkhaldy Imam
Requires/Intent
Loan Origination & Servicing Platforms
Mobile App Development For Financial Services
and more

45. Smartypig

Industry: Financial Services

Location: West Des Moines, Iowa

Website: smartypig.com

Company Size: 11-50

Company Address: 1271 8th Street, West Des Moines, Iowa, United States

Smartypig Contact Details

Name Title LinkedIn Phone Email
Mandeep Grewal Software Developer
Requires/Intent
Financial Auditing & Reporting
ERP For Financial Institutions
Digital Payment & Subscription Solutions
Mergers & Acquisitions Advisory
Securities Trading & Brokerage
and more

46. Ballast Capital Advisors Llc

Industry: Financial Services

Location: West Des Moines, Iowa

Website: ballast-advisors.com

Company Founded: 2016

Company Size: 1-10

Ballast Capital Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Deanna Wahlert Administrative Assistant
Requires/Intent
Asset Management
IoT-enabled Smart Banking Solutions
Mortgage & Loan Processing
Portfolio Management
and more

47. River Glen Wealth Counselors

Industry: Financial Services

Location: West Des Moines, Iowa

Website: riverglenwealth.com

Company Founded: 2008

Company Size: 1-10

Company Address: 2600 Westown Parkway, West Des Moines, Iowa, United States

River Glen Wealth Counselors Contact Details

Name Title LinkedIn Phone Email
Cody Molacek Financial Planner
Requires/Intent
Marketing Services
HR & Talent Acquisition
API Integration For FinTech
Document Management & E-signature Solutions
and more

48. Granite Financial Solutions

Industry: Financial Services

Location: West Des Moines, Iowa

Website: granitefinancialsolutions.com

Company Founded: 2008

Company Size: 1-10

Company Address: 5959 Village View Drive, West Des Moines, Iowa, United States

Granite Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Dad Welder Owner
Elizabeth Welder Secretary
Requires/Intent
Mobile App Development For Financial Services
Portfolio Management
IoT-enabled Smart Banking Solutions
Credit Rating & Analysis
and more

49. Expedition Wealth Management

Industry: Financial Services

Location: West Des Moines, Iowa

Website: expeditionwm.com

Company Size: 1-10

Company Address: 1200 Valley West Drive, West Des Moines, Iowa, United States

Expedition Wealth Management Contact Details

Name Title LinkedIn Phone Email
Dylan Lang Director Of Operations
Requires/Intent
Legal Compliance & Advisory
Hedge Fund & Private Equity Consulting
HR & Talent Acquisition
Debt Collection & Recovery
and more
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West Des Moines Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Christopher Huff Sammons Financial Group Member Companies Internal Wholesaler
2 John Burgus Sammons Financial Group Member Companies Suitability Consultant
3 Tommy Jondall Sammons Financial Group Member Companies External Wholesaler
4 Kylie Murray Sammons Financial Group Member Companies Regional Sales Director - Southwest
5 David Attaway Sammons Financial Group Member Companies Vice President, Chief Financial Officer And Treasurer
6 Josh Phillips Sammons Financial Group Member Companies Internal Wholesaler, Mountain West Region
7 Shelly Lawrence Sammons Financial Group Member Companies Director Of Actuarial Project Management
8 Austin Nab Vizypay Managing Partner
9 Kyle Mccann Vizypay Technical Supervisor
10 Nathan Thelen Vizypay Recruiter
11 Jason Fielder Vizypay Partner
12 Frank Pagano Vizypay National Sales Director
13 Taylor Bleeker Vizypay Customer Service And Technician Support
14 Dao Ngo Vizypay Customer Service Representative
15 Jason Froehlich Homeservices Lending, Llc Iowa Regional Mortgage Manager Nmlsr Id 648374
16 Deanne Gabriel Homeservices Lending, Llc Infield Processor
17 Patrick Mcgovern Homeservices Lending, Llc Regional Mortgage Manager
18 Anastasia Turner Homeservices Lending, Llc Mortgage Loan Officer
19 Dave Lewis Homeservices Lending, Llc Home Mortgage Consultant
20 Ket Therrien Homeservices Lending, Llc Mortgage Loan Closer
21 Mary Boudreau Homeservices Lending, Llc Branch Manager - Mortgage Banking
22 Thomas Perry Sammons Retirement Solutions Regional Vice President
23 Joseph Cavalieri Sammons Retirement Solutions Regional Vice President
24 Bobby Daniels Sammons Retirement Solutions Senior Regional Sales Director
25 Karin Walkovitz Sammons Retirement Solutions Business Development Manager
26 Zach Dicken Sammons Retirement Solutions Senior Regional Sales Director
27 Melissa Scheuerman Sammons Retirement Solutions Avp, Business And Sales Development
28 Marcus Kempton Sammons Retirement Solutions Vice President - Divisional Sales Manager
29 Todd Mcgowan Midwest Heritage, A Hy-vee Company Vice President Commercial Lending
30 Tanner Rinker Midwest Heritage, A Hy-vee Company Marketing Specialist
31 Julie Robertson Midwest Heritage, A Hy-vee Company Assistant Vice President Branch Manager
32 Darin Woodward Midwest Heritage, A Hy-vee Company Executive Vice President, Chief Operating Officer At Midwest Heritage, A Hy-vee
33 Wayne Martens Midwest Heritage, A Hy-vee Company Ag And Commercial Lender
34 Hollie Imming Midwest Heritage, A Hy-vee Company Marketing Director
35 Dylan Whitney Midwest Heritage, A Hy-vee Company Business Development Director
36 Trent Davis Davis Life & Annuity Principal
37 Bob Pedigo Davis Life & Annuity Clu Falu Flmivice President Of Underwriting
38 Jon Davis Davis Life & Annuity Principal
39 Al Stockwell Davis Life & Annuity Director Of Life Marketing
40 Jamie Peterson Davis Life & Annuity Annuity Marketing Executive

Financial Services companies in different cities of Iowa

No. Industry Number of Contacts Download
1 Financial services Companies in Des Moines 15312
2 Financial services Companies in Cedar Rapids 11136
3 Financial services Companies in Urbandale 8816
4 Financial services Companies in Dubuque 5104
5 Financial services Companies in Iowa City 3248
6 Financial services Companies in Waterloo 4176
7 Financial services Companies in Johnston 3712
8 Financial services Companies in Davenport 3712
9 Financial services Companies in Sioux City 3248
10 Financial services Companies in Ankeny 1392
11 Financial services Companies in Bettendorf 2784
12 Financial services Companies in Muscatine 1392
13 Financial services Companies in Cedar Falls 2784
14 Financial services Companies in Mason City 2784
15 Financial services Companies in Waukee 928