Search Results

85 advisors in iowa
FirmFeeAUMMin.Clients

FBL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #291396
Typical Fee--
AUM$9M
Minimum--
Clients1

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #307987
Typical Fee--
AUM$210M
Minimum--
Clients1,056

FORREST FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Windsor Heights, IowaCRD #117546
Typical Fee--
AUM$127M
Minimum--
Clients400

FOSTER GROUP, INC.

Fee-Only, No ConflictsClean Record
West Des Moines, IowaCRD #107148
Typical Fee--
AUM$3.5B
Minimum--
Clients5,481

FRIDAY FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dubuque, IowaCRD #329748
Typical Fee--
AUM$409M
Minimum--
Clients829

FSB PREMIER WEALTH MANAGEMENT, INC.

Clean RecordAlso Compensated via Brokerage
Waterloo, IowaCRD #15898
Typical Fee--
AUM$347M
Minimum--
Clients1,751

GILBERT & COOK, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #283112
Typical Fee--
AUM$1.4B
Minimum--
Clients3,429

INDEPENDENT WEALTH NETWORK, INC.

Clean RecordAlso Compensated via Brokerage
Urbandale, IowaCRD #286262
Typical Fee--
AUM$423M
Minimum--
Clients2,626

INTEGRITY ALLIANCE, LLC

Also Compensated via Brokerage
Urbandale, IowaCRD #139627
Typical Fee--
AUM$2.4B
Minimum--
Clients14,148

INVESTMENT CONSULTING GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Davenport, IowaCRD #106967
Typical Fee--
AUM$2.6B
Minimum--
Clients517

IOWA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #286435
Typical Fee--
AUM$124M
Minimum--
Clients377

KANE COMPANY WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Johnston, IowaCRD #115756
Typical Fee0.50%
AUM$285M
Minimum--
Clients717

KEYSTONE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waterloo, IowaCRD #304133
Typical Fee--
AUM$137M
Minimum--
Clients533

LEGACY BRIDGE PRIVATE FAMILY OFFICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Des Moines, IowaCRD #282261
Typical Fee--
AUM$326M
Minimum--
Clients99

LEGACY FINANCIAL GROUP

Clean RecordAlso Compensated via Brokerage
Des Moines, IowaCRD #154927
Typical Fee--
AUM$840M
Minimum--
Clients3,763

LSB WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ankeny, IowaCRD #310466
Typical Fee--
AUM$173M
Minimum--
Clients567

MATHESON & ROCK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Davenport, IowaCRD #289603
Typical Fee--
AUM$530M
Minimum--
Clients1,070

MERKLE RETIREMENT PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grimes, IowaCRD #297942
Typical Fee--
AUM$429M
Minimum--
Clients2,475

MIDWEST HERITAGE FINANCIAL ADVISORS

Clean RecordAlso Compensated via Brokerage
West Des Moines, IowaCRD #306308
Typical Fee--
AUM$399M
Minimum--
Clients647

MIDWESTERN FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Iowa City, IowaCRD #270022
Typical Fee--
AUM$139M
Minimum--
Clients483

MOKOSAK ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Urbandale, IowaCRD #287538
Typical Fee--
AUM$414M
Minimum--
Clients1,364

NATIONS FINANCIAL GROUP, INC.

Clean RecordAlso Compensated via Brokerage
Cedar Rapids, IowaCRD #44181
Typical Fee--
AUM$3.9B
Minimum--
Clients9,822

NIKULSKI FINANCIAL, INC.

Fee-OnlyAlso Compensated via Product Sales
Bettendorf, IowaCRD #151569
Typical Fee--
AUM$370M
Minimum--
Clients1,377

NORTHWEST WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Spencer, IowaCRD #152816
Typical Fee--
AUM$865M
Minimum--
Clients4,063

OASIS ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Forest City, IowaCRD #335555
Typical Fee--
AUM$239M
Minimum--
Clients1,867

PALADIN WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Clive, IowaCRD #285303
Typical Fee--
AUM$214M
Minimum--
Clients283

PECAUT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sioux City, IowaCRD #2997
Typical Fee0.38%
AUM$382M
Minimum--
Clients554

PETERSON FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #169519
Typical Fee--
AUM$299M
Minimum--
Clients1,359

PLAN2THRIVE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eldridge, IowaCRD #317005
Typical Fee--
AUM$148M
Minimum--
Clients766

PRINCIPAL ADVISED SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Des Moines, IowaCRD #297324
Typical Fee--
AUM$887M
Minimum--
Clients16,940
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