Brian Herbel, Financial Advisor located in Ankeny, IA

Financial Advisor
Brian D Herbel

MBA, CFP®, CLU®, AAMS®, RMA®, 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

Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CLU®

    Chartered Life Underwriter®

  • AAMS®

    Accredited Asset Management Specialist™

  • RMA®

    RMAUSA

  • CKA®

    Certified Kingdom Advisor®

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
    AAMS®, ABFP®
  • Samantha Reyes
    Sr. Branch Office Administrator
    FPQP®
  • Michaela Blackstone
    Branch Office Administrator
  • Derek Powell
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.