An Independent Registered Investment Advisor (RIA) and Fiduciary

Hello, I’m David Ballheim – a licensed Investment Advisor Representative in the State of Iowa. I also hold insurance producer licenses for Life, Accident & Health or Sickness and Credit insurance. This means that in addition to investment advisory services, I can provide insurance coverage to reduce the impact of negative events. I also have extensive knowledge of the mortgage industry and invite any questions you have pertaining to your mortgage. [Read More]

Pure Independence

We are 100% independent, we receive no compensation or perks from any investment company we use or recommend.

Total Clarity

No commissions, no hidden fees, no conflicts of interest. A transparent relationship built to last.

Peace of Mind Investing

As a fiduciary, we are legally obligated to ensure that recommendations we make are based on your best interests.

Focused Advice

To achieve a prudent investment plan, we clearly define specific financial objectives.

Why work with an independent RIA?