Meet Our Advisors

Iowa City Area Wealth Management Advisors

James Wachendorf, RICP® Photo

James Wachendorf, RICP®
LPL Financial Advisor
jameswachendorf@greenstatewm.org
(319) 341-4504 | (319) 331-9183

Jim Wachendorf, CFP® Photo

Jim Wachendorf, CFP®
LPL Financial Advisor
jimwachendorf@greenstatewm.org
(319) 341-2124 | (319) 331-5920

Olivia Mekies Photo

Olivia Mekies
Financial Assistant
oliviamekies@greenstatewm.org
(319) 248-5881

Zach Payne, CRPS® Photo

Zach Payne, CRPS®
LPL Financial Advisor
zachpayne@greenstatewm.org
(319) 358-5632 | (319) 383-6936

Angela Wiley Photo

Angela Wiley
Financial Assistant
angelawiley@greenstatewm.org
(319) 214-0255

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Cedar Rapids Area Wealth Management Advisor

Zach Payne, CRPS® Photo

Zach Payne, CRPS®
LPL Financial Advisor
zachpayne@greenstatewm.org
(319) 358-5632 | (319) 383-6936

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Angela Wiley Photo

Angela Wiley
Financial Assistant
angelawiley@greenstatewm.org
(319) 214-0255

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Des Moines Area Wealth Management Advisors

Doug Schulte, CPFA Photo

Doug Schulte, CPFA
LPL Financial Advisor
dougschulte@greenstatewm.org
(515) 608-5929 | (515)-371-3858

Joy Brady Photo

Joy Brady
LPL Registered Administrative Assistant
joybrady@greenstatewm.org
(515) 440-6911

Andrew J Kral Photo

Andrew J Kral
LPL Financial Advisor
andrewkral@greenstatewm.org
(515) 330-4725 | (515) 897-8187

Angela Wiley Photo

Angela Wiley
Financial Assistant
angelawiley@greenstatewm.org
(319) 214-0255

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Fort Dodge, Cedar Falls, and Waterloo Wealth Management Advisor

Joni Reiling, CPFA Photo

Joni Reiling, CPFA
LPL Financial Advisor
jonireiling@greenstatewm.org
(515) 955-0638 | (515) 351-0333

Angela Wiley Photo

Angela Wiley
Financial Assistant
angelawiley@greenstatewm.org
(319) 214-0255

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Dubuque and Quad Cities Area Wealth Management Advisors

James Wachendorf, RICP® Photo

James Wachendorf, RICP®
LPL Financial Advisor
jameswachendorf@greenstatewm.org
(319) 341-4504 | (319) 331-9183

Jim Wachendorf, CFP® Photo

Jim Wachendorf, CFP®
LPL Financial Advisor
jimwachendorf@greenstatewm.org
(319) 341-2124 | (319) 331-5920

Olivia Mekies Photo

Olivia Mekies
Financial Assistant
oliviamekies@greenstatewm.org
(319) 248-5881

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NE, NM, NC, NV, OH, OR, PA, SC, SD, TN, TX. UT, VA, WA, WI, WY. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency
Not Credit Union
Guaranteed
Not Credit Union Deposits
or Obligations
May Lose
Value


GreenState Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.