Skip to main content

Wealth Management Team

  • Ric S. Nelson, CFP®

    Ric S. Nelson, CFP®

    Investment Representative

    Ames Office

    515-715-1942
    Email

  • Stephen P. Kester, CFP®

    Stephen P. Kester, CFP®

    Investment Representative

    Ames Office

    515-715-1942
    Email

  • Brent M. Johnson

    Brent M. Johnson

    Investment Operations Specialist

    Ames Office

    515-715-1942
    Email

  • Timothy M. Fitzgibbon

    Timothy M. Fitzgibbon

    Investment Representative

    West Des Moines Office

    515-273-8901
    Email

  • Christian M. McMurray

    Christian M. McMurray

    Investment Representative

    Marshalltown Office

    641-352-2058
    Email

  • Kathryn M. Wirth

    Kathryn M. Wirth

    Administrative Assistant

    Ames Office

    515-715-1942
    Email

  • Taylor M. Rood

    Taylor M. Rood

    Administrative Assistant

    Ames Office

    515-715-1942
    Email

BrokerCheck Image


Your Bank (“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.

Institution Plain English Disclosure | LPL Financial

LPL Financial Form CRS 

First Point Wealth Management is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OR, PA, SC, SD, TX, VA, WA, WI

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. First National Bank and First Point Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Point Wealth Management, and may also be employees of First National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank or First Point Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not First National Bank Guaranteed
Not First National Bank Deposits or Obligations May Lose Value
Back to Top