Summit Equity Group

Gremler Financial Group, based in Des Moines, IA, is transitioning to John Gremler Wealth Management, reflecting its commitment to providing tailored financial services. The firm offers support through a team of registered representatives focusing on investment advisory services while ensuring compliance with industry standards. Affiliated with Cambridge Investment Research Inc. and Cambridge Investment Research Advisors Inc., Gremler Financial emphasizes a client-centric approach without providing tax or legal advice. Clients are encouraged to consult their tax and legal advisors for guidance tailored to their individual financial situations. Generated from the website

World Financial Group in Des Moines is a team of financial services and life insurance professionals with a proven track record of trust from millions of clients across the U.S. and Canada. Their expertise lies in helping clients build personalized wealth strategies to secure their financial futures with confidence and peace of mind. Generated from their website's infomation

Honkamp Krueger Financial Services, Inc ( HKFS ), engages with CPA firms to assist them in providing wealth management for their clients. Founded in 1995 by partners of Honkamp Krueger & Company, P.C, a leading regional CPA firm, HKFS has become a premier provider of wealth management services throughout the Midwest. While our corporate offices are centrally located in Dubuque, Iowa, we serve clients throughout the United States. Our financial advisors are located in Des Moines, Iowa ; Chicago, Illinois ; Rochester, Minnesota ; St. Louis, Missouri ; Omaha, Nebraska ; Rapid City, South Dakota ; Sioux Falls, South Dakota ; Madison, Wisconsin ; and Neenah, Wisconsin. Honkamp Krueger Financial Services is a Registered Investment Advisor. Since 1995, HKFS has been assisting CPA firms to provide comprehensive financial services for their high-net-worth clients. The HKFS management team is comprised of highly competent, experienced professionals, including Certified Public Accountants ( CPAs ), Chartered Financial Analysts ( CFAs ), Chartered Life Underwriters ( CLUs ), CERTIFIED FINANCIAL PLANNER' practitioners and attorneys. This experienced team dedicated to excellence has accomplished the following: Complete back-office support by experienced investment and insurance staff to assist in financial services implementation and reporting Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER' and federally registered CFP ( with flame logo ) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The CPA Connection to wealth management planning is critical to most effectively manage any tax-related considerations with your financial situation.