Broker Check



Clinton Akerberg

Personal CFO, Wealth Advisor


[email protected]

Clinton Akerberg is committed to simplicity. So committed in fact, that he founded Disciplined Equities Management on that very principle.

Read more

Nikki Reichardt

Office Manager


[email protected]

Sales assistant and office manager extraordinaire, Nikki strives to make sure all Disciplined Equities clients are comfortable and well taken care of. Nikki came to Disciplined Equities after spending years working with investments 

Read more

Jackie Bassman

Branch Operations Manager

(515) 277-6462

[email protected]

As Branch Operations Manager, Jackie’s core competency becomes apparent in her love for organization. She ensures we have a process to support everything we do. If queried however, she’d say her true passion revolves around...
Read more

Brinkley "Sgt Sprinkles"


Brinkley, an English Golden Retriever is our undisputed mascot. He has a gentle soul and is impeccably well mannered.

Read more

Raymond Bell

Advanced Insurance Consultant

With over 20 years of industry experience, Ray is a well-respected professional in advanced underwriting, large case design and negotiation. Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and...
Read more

Amber Kodad, MBA, CFP®

Director, Advisor Resource Center/Financial Planning

Director, Advisor Resource Center/Financial Planning Master’s in Business Administration (MBA) Bachelor of Science, Financial Services Series 7 and Series 63 Securities Registrations held through LPL Financial. Registered...

Read more

William “Bill” Helkie, MSIA, PHD

Chief Economist

Bill graduated from WestPoint in 1966. He served in the US Army from 1966-1970. Bill then attended Purdue University and obtained his MSIA (equivalent to MBA) and his PhD while at Purdue until 1974. From 1974-1984 he served in the CIA...

Read more

Have a Question?

Thank you! Oops!