Heiko Wealth Management

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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.

09/02/2026

Football season is here, and there’s a lot we can learn from the game when it comes to financial planning.

The best teams don’t wait until game day to make a plan. They prepare, study the competition, adjust when things change, and trust the process.

Financial planning works much the same way. A strong plan gives you a strategy, but it also needs the flexibility to adjust as life changes.

As an NFLPA Registered Player Financial Advisor I has a unique perspective on helping professional athletes think beyond the game and plan for what comes next.

Whether you’re preparing for your next season or the next chapter of life, having a plan matters.

09/01/2026

First day of school for the Coleman kids!

It’s hard to believe summer is already over and we’re back to school. The first day always brings a mix of excitement, nerves, and a little disbelief at how quickly the years are going.

I’m looking forward to watching the kids learn, grow, and make new memories this year. Here’s to a great school year!

08/27/2026

Continuing our Heiko Designation Series, we’re highlighting another designation that helps expand the way we serve the people we work with.

WMCP® stands for Wealth Management Certified Professional®. This designation focuses on helping financial professionals better understand the complexities of wealth management and develop strategies that align with long-term goals.

The WMCP® program covers key areas of wealth management, including investment strategies, tax considerations, retirement planning, and estate planning concepts.

At Heiko Wealth Management, we believe ongoing education is an important part of providing thoughtful guidance and staying prepared for the evolving needs of the families we serve.

Stay tuned as we continue sharing more about the designations behind our team.

08/26/2026

The Iowa State Fair is a tradition we look forward to every year!

The Heiko team had a great time enjoying the fair, good food, and some time together outside of the office. There’s nothing quite like an Iowa summer day at the fair.

We’re already looking forward to next year!

08/19/2026

A strong retirement plan isn’t just about how much you’ve saved, it’s also about how your assets are positioned.

Having savings across different account types can provide more flexibility when creating income in retirement. By coordinating different sources of income, you may have more options when navigating taxes and adjusting your strategy over time.

At Heiko, we believe thoughtful planning can help you make informed decisions about your future and the life you want to build.

08/17/2026

A few weeks ago, Brandon and AJ had the opportunity to spend time with the Eastern Michigan football team, sharing conversations around financial planning, life after football, and the importance of preparing for the future.

It was a special trip for Brandon, especially getting to reconnect with Coach Chris Creighton, his former coach from his time playing football at Drake University.

Grateful for opportunities to share experiences, give back, and connect with the next generation of leaders.

08/13/2026

Financial awareness starts with understanding where you are today and knowing where you want to go next.

National Financial Awareness Day is a reminder to take time to reflect on your goals, review your plan, and make informed decisions about your financial future.

Small steps and thoughtful conversations today can help create a stronger foundation for tomorrow.

08/12/2026

A warm welcome for Brennan!

We enjoyed getting together for a team lunch to celebrate Brennan joining the Heiko Wealth Management team. Moments like these are a great way to connect, share stories, and welcome new team members into our culture.

We’re excited to have Brennan on board and can’t wait to see the impact she’ll make!

08/10/2026

I’m honored to be recognized on the Forbes Best-In-State Financial Security Professionals list for 2026.

While this recognition has my name on it, it represents so much more than an individual accomplishment. I’m incredibly grateful for the team that supports me every day, the community that has welcomed us, and the families who trust us to be part of their financial journeys.

Thank you to everyone who has been part of this journey. This recognition would not be possible without you.

(Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

08/06/2026

The best financial plans don’t just answer the question, “How much do I need?”

They answer the question, “What do I want my life to look like?”

For my family, that means making memories together, exploring new places, and having the flexibility to enjoy the moments that matter most.

That’s what I believe financial planning is truly about. It’s not just about preparing for the future, it’s about creating the foundation that allows you to live the life you want today.

Because the goal isn’t simply to build wealth. It’s to build a life you’re excited to live.

Address

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

Telephone

+15156974600

Website

http://brandoncoleman.nm.com/

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