Keeling Wealth Advisors

Keeling Wealth Advisors Keeling Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

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What's Up Wednesday?In May, our team had lots to celebrate and enjoyed new adventures. Financial Advisor, Emily, got to ...
06/03/2026

What's Up Wednesday?

In May, our team had lots to celebrate and enjoyed new adventures.

Financial Advisor, Emily, got to celebrate the first year down with her son at his birthday party!

Private Wealth Advisor, Jonica Ewald, spent a long weekend at Mount Rainier, Olympic National Park, and Seattle with her husband.

Financial Advisor, Nicole, enjoyed watching her son get his first tournament MVP.

Practice Manager and Office Manager, Kim, had the joy of wedding dress shopping with her daughter.

Financial Advisor, Katy, spent time at the lake and celebrated her niece's graduation.

Business Development Director, Christy, enjoyed a trip to Denver with her family.

Marketing Manager, Tory, loved every minute of celebrating her daughter's first birthday.

Financial Advisor, Karla, beamed with pride as her youngest graduated high school.

Private Wealth Advisor, Erin, watched her daughter and her team take first place in their tournament.

We cannot wait to see what our team does in June!

Life rarely moves in straight lines.Often, it’s the moments we don’t fully anticipate—the transitions—that shape our fin...
06/02/2026

Life rarely moves in straight lines.

Often, it’s the moments we don’t fully anticipate—the transitions—that shape our financial lives the most:
Starting a new chapter with someone
Growing a family
Changing careers
Navigating unexpected shifts

The question isn’t if life will change—it’s whether you feel prepared when it does.

At KWA, we believe financial clarity isn’t about predicting every outcome. It’s about building a plan that can adapt with you.

Wherever you are today, a thoughtful plan can help you move forward with greater confidence.

Featured Friday: Higher or Lower: JasonGet to know Jason Stierman, Private Wealth Advisor, and see if his answers are hi...
05/29/2026

Featured Friday: Higher or Lower: Jason

Get to know Jason Stierman, Private Wealth Advisor, and see if his answers are higher or lower than the standard ones.

When it comes to pets, Jason is definitely lower — he doesn’t need more than one when the one he has is absolutely perfect. But when it comes to photos, he’s higher. Jason enjoys photography and will tell you that 3,000 pictures is a rookie number — he takes multiple shots of each moment to make sure he captures the very best one.

Are you like Jason? Keeping your pet count minimal but your camera roll full?

What’s Up Wednesday: Intern Edition 🎉We’re kicking off our intern spotlight series! Over the next several weeks, we’ll b...
05/27/2026

What’s Up Wednesday: Intern Edition 🎉

We’re kicking off our intern spotlight series! Over the next several weeks, we’ll be introducing our three summer interns and what they’re bringing to the KWA team.

First up is Brionna, a Financial Counseling and Planning student at Iowa State University with a passion for helping others build confidence in their financial futures. So far, she’s enjoyed gaining hands-on experience through client meetings and seeing how meaningful relationships are built in our work.

We’re glad to have her as part of the team this summer—swipe through to learn more and stay tuned to meet the rest of our interns!

🎂 Cue the confetti for Megan!Think you know our birthday rock star?Two are true. One’s a stretch by far.🥳 I’m usually re...
05/26/2026

🎂 Cue the confetti for Megan!
Think you know our birthday rock star?
Two are true. One’s a stretch by far.

🥳 I’m usually reading/listening to at least two books at a time.
🥳I’m an extremely adventurous camper who loves roughing it with no amenities.
🥳I love planning trips almost as much as actually taking them.

Comment your guess below and check back for the answer! 🎈

Our office will be closed in observance of Memorial Day. We wish you a safe and meaningful holiday.
05/25/2026

Our office will be closed in observance of Memorial Day. We wish you a safe and meaningful holiday.

Featured Friday: Higher or Lower: EricaGet to know Erica DeGeest, Client Service Senior Coordinator and Training & Devel...
05/22/2026

Featured Friday: Higher or Lower: Erica

Get to know Erica DeGeest, Client Service Senior Coordinator and Training & Development Coordinator, and see if her answers are higher or lower than the standard ones.

When it comes to sleep, Erica is definitely lower — clocking in at less than 6 hours a night. Not because of insomnia, but because she’s raising four kids… including a five month old who firmly believes sleep is optional.

On the flip side, Erica is higher when it comes to coffee. For her, coffee isn’t just a drink — it’s a destination. And she’s making that trip more than three times a week.

Are you like Erica? Running on less sleep and fueled by your favorite coffee stop?

What's Up Wednesday?A couple weeks ago, our team was proudly represented at the Spring Townhall, where ideas, innovation...
05/20/2026

What's Up Wednesday?

A couple weeks ago, our team was proudly represented at the Spring Townhall, where ideas, innovation, and client-first strategies took center stage.

Our team joined industry leaders to explore growth-focused strategies, the evolving role of technology and AI, and new ways to elevate the client experience.

We’re especially proud of Rich, Erin, Jeff, and Jonica for taking the stage to share their insights and helping drive meaningful conversations that move our industry forward.

Planning for college is rarely a one-size-fits-all process.With multiple options available, a thoughtful approach can he...
05/19/2026

Planning for college is rarely a one-size-fits-all process.

With multiple options available, a thoughtful approach can help you balance education goals with your broader financial picture.

Starting early, understanding trade-offs, and revisiting your plan over time can make a meaningful difference.

If you’d like to explore what this could look like for your family, we’re here as a resource. Call us at 515.253.8200

Planning for education is about more than saving—it’s about preparing for future opportunities. Families may consider a ...
05/15/2026

Planning for education is about more than saving—it’s about preparing for future opportunities.

Families may consider a variety of approaches when saving for education, each with different features and trade-offs.

529 plans are one option that may offer tax advantages when used for qualified education expenses. How they fit into a strategy depends on your individual goals, timeline, and overall financial plan.

Swipe to learn more! 🎓

Have questions or want to explore what approach may be right for you? Call us at 515.253.8200

https://bit.ly/3RrBHyi

Address

Johnston, IA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+15152538200

Website

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