Find a Financial Professional
    in Iowa

    7 vetted financial professionals are listed in Iowa, including practices in Des Moines and Ankeny. They specialize in areas such as Financial Planning, Investment Management and Tax Planning. Compare credentials, fees, and minimums, then request an introduction free.

    Stoy Hall

    Stoy Hall

    CEO & Founder

    Black Mammoth

    Born and raised in Omaha, Nebraska, Stoy went to college in Des Moines, Iowa, graduating from Drake University with a BSBA in finance and a minor in business law and insurance. In addition to being a four- year letter winner for the Bulldogs during college, Stoy worked at the Boys and Girls Club of Central Iowa as the professional teen development officer. This experience led him to choose a career in financial planning and wealth management. Stoy’s motto: "Ridding the world of financial illiteracy," came from personal experience. It is his personal belief that financial literacy shouldn’t be limited to the ultra-wealthy, and it is his personal mission to end financial illiteracy in the general population. Stoy is as active in the community as he is in his business, participating in events and seminars that include Females & Finance and the Black and Brown Business Summit.

    Des Moines, Iowa
    CFPFlat Fee$25k
    Financial PlanningInvestment ManagementTax Planning
    Lane Clevenger

    Lane Clevenger

    Owner

    Financial Integrators

    Lane takes a holistic approach to financial well-being. As a team leader, his role is to serve as the “financial quarterback” and coordinator for all of your financial needs. As a CFP® (CERTIFIED FINANCIAL PLANNER) professional, Lane puts the golden rule into action daily. Lane holds Series 7 and Series 65 securities registrations. He also holds life and health insurance licenses and serves clients across the nation.

    Des Moines, Iowa
    FiduciaryCFPCEPAFee-Only$50k
    Financial PlanningInvestment ManagementInsurance Planning+3
    Dimitry Farberov, CFA®, CFPA®

    Dimitry Farberov, CFA®, CFPA®

    Financial Advisor

    Compound Planning

    Dimitry Farberov, CFA, CFP®, is a trusted financial advisor and independent fiduciary with over 18 years of experience helping clients navigate life’s major transitions. At Compound Planning, he partners with entrepreneurs, ambitious professionals, and retirees to tackle the complexities of wealth creation, preservation, and multi-generational planning. Dimitry knows that money can be both personal and complex. With deep expertise in capital markets, technical analysis, and behavioral finance, he crafts customized solutions that optimize tax strategies, estate planning, and portfolio management. But his role doesn’t end there—Dimitry is passionate about empowering clients, equipping them with the clarity and confidence they need to make informed financial decisions. Whether you’re starting a family, launching a business, planning for retirement, or building a financial legacy, he’ll guide you toward a secure future with a modern, client-centered approach. Outside of work, Dimitry enjoys spending time with his wife and three kids, playing basketball, and staying active in the Los Angeles Jewish community.

    Iowa
    FiduciaryCFPCFA$1
    Financial PlanningInvestment ManagementSmall Business Planning+1
    Michael Botts

    Michael Botts

    Financial Professional

    Mass Mutual

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    Iowa
    FiduciaryNo minimum
    Financial PlanningInsurance Planning

    Travis Allen

    Custom Wealth Planners

    Travis began his career in wealth management in 2007, initially managing investment portfolios for h... He is an Ankeny, IA fee-only financial planner. Custom Wealth Planners provides comprehens...

    Ankeny, Iowa
    FiduciaryCFACFPRICPNo minimum
    Business Owners

    Stoy Hall

    Founder/CEO

    Black Mammoth LLC

    Helping Women, Minority and LGBTQ Business Owners/Entrepreneurs & Employees Achieve TRUE Wealth they deserve! My sole purpose in this industry is to provide the best experience a client can get, whether that is through my practice or the amazing planners I am friends with. Every person deserves to... One thing I want my clients to know about me is... I genuinely care about making their financial journey as empowering and stress-free as possible. I understand that money can bring up all kinds of emotions—stress, excitement, even a little overwhelm—and that’s okay.

    Ankeny, Iowa
    CFPAssets Under ManagementNo minimum
    Financial PlanningTax PlanningDebt Management+2

    Tyler Conley

    Conley Capital Management
    Des Moines, Iowa
    FiduciaryCDFACEPACFPNo minimum

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