TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 400 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2022 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

KHI Solutions is a privately owned company headquartered in West Des Moines, IA with offices in Webster City and Fort Dodge. KHI's nationwide network of independent agents is dedicated to providing you with high quality products at the best possible value - because that will be valuable for your business.

T2B Solutions, based in Des Moines, IA, stands as a prominent insurance broker with a substantial footprint, operating from a larger office to better cater to the diverse needs of local and regional employers. Known for their adept handling of self-funded clients, T2B Solutions has positioned itself as a go-to resource for businesses seeking comprehensive benefits solutions. The broker's extensive experience is evident in their diverse portfolio, with notable clients such as Altus Group US in the computer systems design and related services industry, American Howa Kentucky in motor vehicle parts manufacturing, and Balanced Body in the retail trade sector. These partnerships underscore T2B Solutions' versatility, showcasing their proficiency across computer systems design, hospitals, and industrial machinery manufacturing industries. As a vital component of the local brokerage landscape, T2B Solutions offers a wealth of expertise. Their significant experience spans midsize, large, and small employers, ensuring that businesses of varying sizes can benefit from tailored and effective benefits strategies. Employers in Des Moines and beyond can trust T2B Solutions to deliver reliable and strategic benefits solutions, making them a valuable partner in navigating the complexities of employee benefits.

Lockton's Des Moines, IA office stands out as a formidable player in the insurance brokerage landscape. Boasting a significant presence, this larger office excels in catering to the diverse needs of employers, both local and regional. With a strategic focus on self-funded clients, Lockton's team in Des Moines has honed its expertise in serving midsize and large employers. Their impressive clientele showcases their proficiency across various industries, including machinery, equipment, and supplies merchant wholesalers, where they count Marco Group International among their satisfied clients. In the depository credit intermediation sector, Lockton has made an impact by providing comprehensive services to Bbx Capital, a Florida-based entity with over 120 participants. Deluxe Media, a heavyweight in the motion picture and video industries in California, benefits from Lockton's prowess with a participant count exceeding 1120. Noteworthy is Lockton's profound understanding of specific industries such as depository credit intermediation, gambling, and machinery, equipment, and supplies merchant wholesalers. As part of a large national insurance brokerage firm, Lockton in Des Moines brings a wealth of resources and experience to the table, ensuring a robust support system for employers seeking comprehensive insurance solutions. Whether working with midsize enterprises or large corporations, Lockton's track record underscores their commitment to delivering tailored, effective insurance solutions.

HUB International's office located in Davenport, Iowa is a reputable insurance broker serving clients throughout Illinois. With a strong presence in the Davenport market, they are recognized as one of the top brokerages in terms of experience and expertise. Their extensive portfolio includes a diverse range of clients, ranging from large to midsize and small employers. One notable example of their exceptional work is their collaboration with Titan International Inc, a prominent employer in the transportation equipment manufacturing industry since 1990. HUB International partnered closely with Titan's HR and finance team to establish a tailored self-funding arrangement. Additionally, they designed a comprehensive range of healthcare plans, including a customized HMO plan, PPO plan, PBM, and drug plan, to meet the unique needs of Titan's members. Apart from Titan International Inc, HUB International serves other esteemed employer clients such as Ifh Group, Material Control Systems, and Sears Seating. Their profound expertise spans various industries, including transportation equipment manufacturing, miscellaneous manufacturing, and fabricated metal product manufacturing. HUB International prides itself on its extensive experience working with self-funded employers and their expertise in collaborating with clients and PPOs to ensure member satisfaction. Additionally, they possess a deep understanding of PBMs (Pharmacy Benefit Managers) and other specialized pharmacy providers, enabling them to provide comprehensive coverage for their clients. With a solid reputation, a wide range of experience, and a good M Score, HUB International's Davenport office offers top-tier insurance brokerage services to a diverse clientele, delivering tailored solutions that meet the unique needs of each employer.

USI Insurance Services is a nationally recognized insurance broker with an office situated in Des Moines, Iowa. With extensive experience in catering to a diverse range of clients, including large, midsize, and small employers, they have established themselves as a trusted partner in the insurance industry. USI Insurance Services excels in working with self-funded employers, offering valuable insights and expertise in designing tailored insurance plans. They have a proven track record of collaborating effectively with Health Maintenance Organizations (HMOs) and Preferred Provider Organizations (PPOs) to meet the unique needs of their clients and their members. One notable success story for the Des Moines office of USI Insurance Services is their partnership with Beisser Lumber Company, an esteemed employer in the building material and supplies dealers industry. By working closely with Beisser Lumber's HR and finance team, they implemented a comprehensive array of insurance solutions, including a self-funding arrangement, an HMO plan, a PPO plan, and a Pharmacy Benefit Manager (PBM) program. This holistic approach ensures that Beisser Lumber's members receive the best coverage options tailored to their specific requirements. Thanks to their extensive experience and deep expertise, USI Insurance Services has earned one of the highest M Scores in the industry. Their knowledge spans across various sectors, including individual and family services, spring and wire product manufacturing, and professional, scientific, and technical services. Catering to clients throughout Iowa, the Des Moines office of USI Insurance Services serves prominent employers like Annett Holdings, ChildServe, Musco Corporation, and Von Maur. With their commitment to delivering tailored insurance solutions and a client-focused approach, USI Insurance Services is a trusted partner for businesses across the region.

Zeutenhorst Financial Inc, located in Sioux Center, IA, is a reputable insurance broker with a strong track record of providing valuable services to a diverse range of clients. With extensive experience in the insurance industry, they specialize in working with self-funded clients, offering expert guidance and support to local and regional employers. One of their notable strengths lies in their ability to cater to midsize employers, helping them navigate the complexities of employee benefits with ease. Their client portfolio includes well-respected organizations such as Farmers Cooperative Society and Sioux Center Health, both based in Iowa. Farmers Cooperative Society, operating in the animal food manufacturing industry, trusts Zeutenhorst Financial Inc to manage benefits for over 50 participants, while Sioux Center Health, a prominent hospital, relies on their expertise to serve more than 200 participants. Zeutenhorst Financial Inc's profound knowledge extends across various industries, with a particular focus on hospitals and animal food manufacturing. Their dedication to local service is evident as they are a part of a local brokerage firm, ensuring that they understand the unique needs and challenges faced by businesses in the Sioux Center community. When seeking an insurance broker that combines experience, expertise, and a commitment to local businesses, Zeutenhorst Financial Inc in Sioux Center, IA, stands out as a reliable partner for employers seeking comprehensive benefits solutions.

Brokerage Solutions Inc is a highly regarded local insurance broker based in Cedar Rapids, Iowa. Known for their exceptional customer service and expertise, they have earned high ratings from satisfied clients. Their office in Cedar Rapids serves a wide range of clients, including notable employers like Trioak Foods Inc in the farm product raw material merchant wholesalers industry. With a focus on large and midsize employers, Brokerage Solutions Inc has extensive experience working with self-funded employers and collaborating with clients and Preferred Provider Organizations (PPOs) to meet the unique needs of their members. They also have a strong track record in working with Pharmacy Benefit Managers (PBMs) and other specific pharmacy providers, ensuring comprehensive coverage for their clients. As one of the top brokerages in the Cedar Rapids market, Brokerage Solutions Inc boasts a wide range of experience and expertise across different client sizes and industries. Their strong understanding of the printing and related support activities, automobile dealers, and farm product raw material merchant wholesalers industries allows them to offer tailored insurance solutions that address specific risks and challenges. Operating primarily in Illinois, Brokerage Solutions Inc serves clients in this region, including Community Motor CO., INC., Trioak Foods Inc, Midland Information Resources Company, and POS Professional Office Services, Inc. They leverage their knowledge of the local market and regulatory landscape to provide accurate and effective insurance coverage. Whether it's designing self-funding arrangements, developing PPO plans, or implementing comprehensive drug plans, Brokerage Solutions Inc's commitment to delivering outstanding service and their broad expertise make them a trusted partner for clients in need of insurance solutions in the Illinois area.

Noel Insurance, an established local insurance broker with an office located in Ottumwa, Iowa, is a leading provider of comprehensive insurance solutions for midsize employers. With their extensive experience in the Ottumwa market, they have emerged as one of the top brokerages in the area. This particular office of Noel Insurance serves clients across New Mexico, including notable employers such as River Hills Community Health Center Inc. River Hills, an outpatient care center industry leader with 110 members, sought the expertise of Noel Insurance to address their unique insurance needs. Working closely with River Hills' HR and finance team, Noel Insurance successfully set up a self-funding arrangement, PPO plan, PBM, and drug plan tailored specifically to cater to the health center's employees. Noel Insurance prides itself on delivering customized insurance solutions designed to meet the diverse requirements of their clients. Their strong expertise in the outpatient care centers industry enables them to provide specialized coverage options and valuable insights to businesses operating in this sector. With a focus on client satisfaction, Noel Insurance consistently goes above and beyond to ensure that their clients receive exceptional service and support. By offering tailored insurance solutions, leveraging their market experience, and maintaining strong relationships with insurers, Noel Insurance stands out as a trusted partner for midsize employers seeking reliable coverage options in Ottumwa, Iowa, and beyond.

Acumen Advisors, based in Davenport, IA, stands out as a regional insurance broker firm specializing in delivering employer benefits solutions. Their larger office size equips them to handle the diverse needs of local and regional employers, particularly those in the midsize category. This team boasts substantial expertise in crafting tailored benefits plans focusing on medical and ancillary benefits. A hallmark of Acumen Advisors' service is their deep understanding of industry-specific challenges and opportunities. They showcase impressive experience across several key sectors. For instance, they have worked with Bill Whitters Construction, a prominent player in the heavy and civil engineering construction industry in Iowa. This collaboration involved managing benefits for over 110 participants, highlighting their capability to handle large-scale employer needs. Additionally, their portfolio includes the successful management of benefits for Dakota Red Corporation, a significant entity in the cement and concrete product manufacturing industry based in Iowa, serving over 180 participants. This experience underscores their proficiency in industries with complex and unique insurance requirements. Further illustrating their industry range, Acumen Advisors has partnered with East Iowa Machine Company in the machine shops, turned product, and screw, nut, and bolt manufacturing industry. This collaboration, involving more than 120 participants, demonstrates their versatility and ability to tailor benefits solutions across varied sectors. Acumen Advisors' blend of broad industry expertise, focus on midsize employers, and strong regional presence positions them as a capable and reliable choice for businesses seeking comprehensive and industry-aligned benefits solutions.

AssuredPartners' Decorah, IA location, operating under Midwest Group Benefits, is a highly regarded full-service employee benefits organization. This office stands out for its adept handling of group benefits plans, providing comprehensive administrative services such as claims processing, eligibility assessment, implementation, routine service, reporting, and compliance. Their expertise is particularly noted in the realm of medical and ancillary benefits, catering to both local and regional employers. The Decorah office is part of AssuredPartners, a large national insurance brokerage firm, and has firmly established itself as a premier employee benefit firm in the Midwest. The founding team consists of seasoned professionals with rich backgrounds in working with top Fortune 100 global insurers, offering clients unparalleled access to industry-leading services and advice. This wealth of experience has allowed them to develop tailored insurance and risk management programs to meet the unique needs of their clients. They excel across various industries, notably in the offices of physicians sector, with key clients such as Advanced Correctional Healthcare in Tennessee, where they manage benefits for over 210 participants. The office provides a range of programs aimed at protecting both individuals and businesses, encompassing property and casualty, employee benefits, and personal insurance. Their commitment is centered on understanding and meeting the specific needs of each client, ensuring a personalized and efficient service experience.