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portrait of Brian D Herbel
FINANCIAL ADVISOR

Brian D Herbel

CFP®, CLU®, AAMS™, CKA®
3606 Northeast Otterview Cir, Suite 101, Ankeny, IA 50021opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Brian

I partner with individuals and families committed to building a better financial future. I offer actionable strategies to overcome complexity and designed to help my clients live comfortably and create meaningful legacies. Whether it's retirement, taking care of your family, growing your business or fulfilling your charitable wishes, I take the time to fully understand your unique story and can create a personalized strategy to help meet your specific goals.

Since joining Edward Jones in 2000, as a lifelong learner, I have earned the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Life Underwriter® and Accredited Asset Management Specialist™ designations to help...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

Work History

  • Edward JonesJuly 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Education

  • Iowa State UnivCertificate
  • Kansas State UniversityMaster of Business Admin

Personal Interests

  • Volunteering
  • Traveling
  • Spending Time with Family
  • Music
  • Health & Nutrition

Team Members

  • John Nielsen
    Associate Financial Advisor
    AAMS™, AFFP®
  • Jackson Rozenboom
    Associate Financial Advisor
  • Olivia DeGroote
    Branch Office Administrator
  • Samantha Reyes
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(515) 964-1010

Fax

(888) 232-1570

Office Address

3606 Northeast Otterview Cir
Suite 101
Ankeny, IA 50021opens in a new window

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