Heiko Wealth Management

Heiko Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Heiko Wealth Management, Financial service, 1245 Jordan Creek Pkwy Ste 200, West Des Moines, IA.

Happy Work Anniversary to Marisa and AJ!We’re incredibly grateful for the impact both of you have made on our team and t...
06/01/2026

Happy Work Anniversary to Marisa and AJ!

We’re incredibly grateful for the impact both of you have made on our team and the people around you.

Marisa, thank you for the leadership, consistency, and care you’ve brought since joining Northwestern Mutual. The way you support both our team and clients every day does not go unnoticed.

AJ, thank you for the energy and mentorship you bring to our office. Your passion for developing others and investing in the next generation of advisors has made a meaningful difference since joining the team.

Happy Birthday, Kaci!We’re so grateful to have you on the team. Since joining Northwestern Mutual in 2025, you’ve alread...
05/31/2026

Happy Birthday, Kaci!

We’re so grateful to have you on the team. Since joining Northwestern Mutual in 2025, you’ve already made a meaningful impact through the care and intention you bring to helping others build their careers and find their place here.

Your energy, curiosity, and genuine passion for people shine through in everything you do. We hope your birthday is filled with concerts, good food, time with friends and family, and everything you love most.

We’re excited to welcome Lawson Baudler as the newest Financial Planning Intern at Heiko Wealth Management!Lawson is a s...
05/29/2026

We’re excited to welcome Lawson Baudler as the newest Financial Planning Intern at Heiko Wealth Management!

Lawson is a student at Iowa State University and brings a great energy and eagerness to learn as he begins his time with our team. We’re looking forward to having him around the office, getting involved in the planning process, and growing throughout the summer.

Welcome to the team, Lawson, we’re glad you’re here!

Could the retirement age for Social Security be lowered?It’s a question that comes up often, but any change like that wo...
05/28/2026

Could the retirement age for Social Security be lowered?

It’s a question that comes up often, but any change like that would likely come with tradeoffs. With people living longer and ongoing funding considerations, adjustments would need to be balanced through other areas such as benefits, taxes, or broader policy changes.

That’s why planning for Social Security is about more than just choosing a claiming age. It’s about understanding how it fits into your overall financial picture and long-term goals.

A strong financial plan isn’t built on one assumption or outcome. It’s designed to adapt and prepare for a range of possibilities so you can move forward with confidence.

05/27/2026

We’re excited to introduce Caitlin Coleman, our Director of Culture and Community Engagement, in our next team video.

Take a few minutes to get to know her and what she does on the team.

On Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.Their s...
05/25/2026

On Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.

Their sacrifice is the reason we get to enjoy the freedoms we have today, and it’s something we should never take for granted.

Grateful for those who served, those who continue to serve, and the families who carry their legacy forward.

Nearly 60% of high-net-worth individuals plan to transfer significant wealth during their lifetime.* But successful weal...
05/21/2026

Nearly 60% of high-net-worth individuals plan to transfer significant wealth during their lifetime.* But successful wealth transfer is about more than just moving assets, it’s about doing so with intention and purpose.

At Heiko Wealth Management, we believe these conversations are deeply personal. Legacy planning is about aligning your wealth with your values, supporting the people and causes that matter most, and creating a lasting impact for future generations.

From donor-advised funds to trusts and other planning strategies, we work to design approaches that reflect each client’s unique family, goals, and vision for the future.

Today we’re highlighting West Forty Market, a family-owned business rooted in Iowa agriculture and built on a passion fo...
05/20/2026

Today we’re highlighting West Forty Market, a family-owned business rooted in Iowa agriculture and built on a passion for quality, local food.

Their Uptown Ankeny location features more than 120 cuts of beef, pork, chicken, bison, lamb, and turkey, all raised on Iowa farms and butchered right here in the state. Alongside their meats, they also showcase a wide variety of local products including pasta, rubs, sauces, and honey from other Iowa makers.

West Forty Market has a strong history in the community, starting with custom cuts and wholesale offerings in Greene in 2013, expanding to Des Moines in 2016, and later growing into a full retail grocery in Greene in 2019 under John and Sue’s ownership. In 2021, their daughter Teresa continued that growth by opening the Ankeny retail location, bringing their family tradition and commitment to local food even closer to the metro.

A great example of local roots, hard work, and supporting Iowa farmers and producers.

05/15/2026

We recently had the chance to celebrate a special milestone with an open house for our new Northwestern Mutual Urbandale and Heiko Wealth Management office.

We’re grateful to have been surrounded by so many people who have supported this journey, from the Mayor and the Urbandale Chamber, to colleagues, friends, family, and members of our network. The ribbon cutting was a meaningful moment and a great way to mark this next chapter.

More than anything, it was a reminder that what we’re building is about people, relationships, and the community we’re proud to be part of.

We recently had the opportunity to hear from Dave Applegate, who shared a thoughtful message about building meaningful, ...
05/14/2026

We recently had the opportunity to hear from Dave Applegate, who shared a thoughtful message about building meaningful, long-term professional relationships. A few themes really stood out.

He talked about how rare it is to consistently choose service, loyalty, and selflessness in the way we show up for others. He encouraged us to be intentional with our actions, because those decisions ultimately shape the relationships and reputation we build over time.

One of the more memorable ideas was the reminder that life is full of “if” moments, decisions that define the path we take and the impact we have on others.

Address

1245 Jordan Creek Pkwy Ste 200
West Des Moines, IA
50266

Telephone

+15156974600

Website

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