D.M. Kelly & Company is a full-service wealth management firm based in Des Moines, Iowa. We offer lifetime financial guidance, direct access to investments, and an unflinching dedication to our clients’ best interests. Whether you want to address your family’s wealth-management needs, plan for retirement, or leverage our investment-management expertise, we can address all of your financial planning needs. We also provide exceptional service for institutional clients, such as banks, trust departments, insurance companies and corporate reserve accounts. Our local in-house trading operation specializes in Midwestern municipal bonds, in particular Iowa and Nebraska, and we’re active in the new-issue market. We’re also fluent traders of corporate bonds, Treasuries and CDs. Securities offered through D.M. Kelly & Company, member FINRA, SIPC and MSRB. Investment advisory services offered through DMKC Advisory Services LLC, an SEC Registered Investment Adviser.

Moov makes it easy for businesses to accept, store, send, and spend – all in one platform. Gone are the days of stitching together multiple vendors to move money. While most payment providers only handle part of the payment picture, Moov orchestrates the entire money movement story from start to finish, giving software companies visibility and control over the whole experience. As a modern money movement platform, Moov offers a simple, powerful, and scalable way to integrate payments into products. Moov is uniquely a payment Processor, issuer, registered PayFac, program manager, and technology provider, making it an all-in-one payment solution for businesses wanting to facilitate complex money movement as quickly and securely as possible.

As a Registered Investment Adviser firm, we take great pride in our freedom when it comes to investment selection and investment philosophy. Our purpose is to inspire and empower you to create the life you want, on your terms. We endeavor to truly work for our clients.

Fremont Farms is a company based out of 3205 295th St, Fremont, Iowa, United States.

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses.

Founded in 2005, NCP is a leading investment banking boutique focusing on providing a level of service, independence and financial expertise that is unmatched for lower and middle market companies across all major industries and geographies. As a relationship-driven firm, we provide innovative strategic advice and solutions, including mergers and acquisitions, merchant banking and corporate finance. NCP specialized in industries that are reflective of the Midwest economy, including manufacturing, distribution, agriculture, transportation and similar tangential business services or technology companies in support of these sectors. Our firm also works extensively within the insurance and financials space, leveraging deep networks throughout Iowa which maintains one of the largest concentrations in insurance and banking entities in the entire US.

We are a fee-only financial planning firm committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with high quality information, services and advice to help you reach your goals.

Next Level Ventures is a VC firm that focuses on innovation. We partner with talented entrepreneurs who lead companies that can scale rapidly, and our typical investment is $0.5 to $5.0 million per business. After we invest, we take a proactive role in helping our portfolio companies succeed with financial, operational, and networking expertise. We focus on two strategies: 1) credit unions and #fintech via Curql (http://curql.com); and 2) #Iowa. We manage over $300M with over 30 portfolio companies.

In selecting a financial services firm, evaluate its objectivity, the quality of the relationship, and the ability of the financial representative to help you prioritize and implement the plan's recommendations. You are in good company. Cirks Financial Services, LLC has had relationships with people like you to help them lead happier, healthier, and more productive lives. Our success is based on our long history of social responsibility, strong leadership, sound investments, and innovative products and services. We are proud to be a part of this great tradition and we are committed to delivering superior service and look forward to working for you. Whether you are starting a family, building a business or planning your retirement, we can help you design a strategy to help reach your financial goals. We are here to assist with Personal Needs as well as Business Needs Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CA, CO, IA, FL, KS, MN, MO, WI Cambridge and Cirks Financial Services, LLC are not affiliated..

Keystone Wealth Management LLC, was established 2006 in Conshohocken, PA to provide Investment and Financial planning services for individuals and small business owners.

Worked as an Operations Manager for a money management/investment advisory firm in New Jersey. Assistant to the lead portfolio manager, handling all accounts for the company's highest net worth individuals and businesses. Also responsible for hiring and managing stock traders and operations assistants.

At Monat Wealth Management, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. As an independent financial planning firm, we solely represent our clients' needs and interests, rather than any specific company’s. While some financial institutions recommend investment products that are manufactured by the parent of the subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity, it allows us to provide our clients with the commitment that they deserve. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.