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Personalized advice for portfolio size
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Iowa is home to a population of over 3.1 million residents and has a cost of living that is 10% lower than the national average. While this may be beneficial for Iowa residents's finances, it is important to seek the advice of an experienced and certified financial advisor to uncover economic growth opportunities. However, finding the right financial advisor can be a time-consuming task, with 4544 certified financial advisors located in the state. WiserAdvisor's list of ranked financial advisors and advisory firms are experienced in assisting clients in and around Iowa and can serve as a valuable starting point as you search for a trustworthy financial advisor. Our directory listing of vetted financial advisors and financial advisory firms has experience providing tailored guidance in financial planning, investment strategies, wealth management, retirement planning, estate planning, and more.
Iowa
has
8
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Iowa
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Iowa
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Iowa.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Craig Adamson
CLTC®, CRC®, CRPS®, RMA - Retirement Management Advisor TRUEWEALTH STEWARDSHIP 888 10th Street, Suite 101, Marion, IA 52302 |
28 Years | $50,000,000 | Not Specified | Fee-Based |
| 4 Years | Not Specified | $0 | Fee-Based | |
|
Roger Abel
AIF® PREMIER INVESTMENTS & WEALTH MANAGEMENT 3600 1st Ave NE, Ste 100, Cedar Rapids, IA 52402 |
19 Years | Not Specified | $25,000 | Fee-Based |
| 8 Years | $100,000,000 | $1,000,000 | Fee-Based | |
| 25 Years | Not Specified | $250,000 | Not Specified | |
|
Savant Wealth Management
SAVANT WEALTH MANAGEMENT 221 3rd Avenue, Suite 215, Cedar Rapids, IA 52401 2225 Mormom Trek Boulevard, Iowa City, IA 52246 |
35 Years | Not Specified | Not Specified | Fee-Only |
Qualifications
CRD# 2751115
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
888 10th Street,
Suite 101,
Marion,
IA
52302
Phone Number
319-373-4124
Office Location
888 10th Street,
Suite 101,
Marion,IA 52302
Phone Number
319-373-4124
Craig and his wife, Ann, have three beautiful, healthy children under the age of 18. Both Craig & Ann are native Iowans. Their kids are involved in softball, soccer, cross country, and track. The family enjoys playing board games together: Rummikub, Sorry, Life, UNO, Clue and Monopoly of course! Besides a busy family life, Craig has been very active in the local community. He served 8 years as a Marion City Council Member and 2 years on the Marion Planning and Zoning Commission. Currently, he is a Chamber of Commerce member, chair of the Marion Public Services Board, and is on several state and local boards for the financial services profession. Additionally, he travels to Washington DC and Des Moines to meet with legislators on tax policy and regulations affecting clients. Craig enjoys reading biographies, history, and business books. He is an avid Iowa State Cyclone fan -holding season tickets for multiple sports and watching them play on TV.
We help clients demystify their finances. Understanding personal finances can be scary, intimidating, frustrating, and time-consuming. Sometimes advisors make things worse by being scary and intimidating on purpose. It doesn't have to be that way. At TrueWealth Stewardship, we educate on how to make better financial decisions. How do we do this? By utilizing our IDEA Process. We start by IDENTIFYING their needs. Then we DEVELOP a customized financial plan. A plan based on our client's life, not someone from the movies or a commercial. We don't and won't do a cookie-cutter analysis or straight-off-the-shelf robo plans like other companies pass off as "original thinking." You're not a penguin. You're not a sheep. You're a person. We help people who want to be our clients. And for those clients who want additional help, we work together to EXECUTE their plan and then ADAPT their plan as needs and situations change.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 7036510
Firm CRD# 144434
Series 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
231 W. Main Street,
Suite 102,
Cherokee,
IA
51012
Phone Number
605-695-6776
I am an Investment Adviser Representative of Royal Fund Management. I like to think of myself as a "financial wellness advisor" specializing in helping my clients create, grow, and watch over their income. More often than not, financial planning and advice is a result of being educated. Having been a facilitator to college student learning and tabbed with the wonderful task of teaching management, budgeting and finance classes, I use my prior education experience to develop a plan that is tailored for you. Subsequently, as a fiduciary, I have the responsibility to act in your best interest just as I had the responsibility to act in my students best interests. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a clients portfolio will match or outperform any particular benchmark. Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Royal Fund Management offers Independent Fiduciary Responsibility. As a fee only investment advisory firm, Royal Fund Management does not sell financial products or receive commissions. Therefore, we are obligated, as fiduciaries, to act in the best interest of our clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 4525922
Firm CRD# 6413
Series 6, 7, 24, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets, Subscriptions
Office Location
3600 1st Ave NE,
Ste 100,
Cedar Rapids,
IA
52402
Phone Number
319-363-3811
With over 19 years of experience in the investment and insurance industry, Roger has an extensive background in risk management, estate planning strategies, and investment planning. Roger is an Accredited Investment Fiduciary (AIF). Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses with LPL Financial as well as his health & life insurance license. Roger is a featured host on WMT 600AM's Premier Financial Hour, which airs Tuesdays at 6:00pm. Having spent his years in the industry serving clients and consulting other advisors, Roger has learned that education plays an important role in the financial planning process. He is a frequent instructor of educational classes at local colleges and has hosted retirement workshops across the state. As an independent LPL Financial Advisor, Roger strives to help his clients pursue their dream retirement. His financial planning process focuses on first determining what a client's goals and objectives are and then working to develop a personalized plan to help work toward those goals. Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses as well as his health & life insurance license with LPL Financial. Roger currently resides in Marion, Iowa with his wife, Megan and theirs two daughters. In his free time, he enjoys spending time with his family, traveling, fishing, hunting, hiking, and golfing. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
For over 30 years, Premier Investments & Wealth Management has been helping our clients pursue their financial goals. Premier was started as Financial Seminars, Inc. In it's beginning, the company was focused on providing education and assistance for the Iowa Public Employee's Retirement System (IPERS). While the company has since expanded to a full service financial planning firm serving clients across the United States, our roots in education have continued. Our financial professionals believe that providing education to our clients is an important part of the planning process. We strive to help our clients gain confidence on their pursuit to financial freedom. The financial professionals at Premier Investments & Wealth Management work with their clients to develop strategies for investing, retirement income, insurance, risk management, and estate planning. Comprehensive Planning Financial Planning doesn't have to be complicated. Our comprehensive approach helps you develop a road map to your financial goals, whatever they may be. We combine Risk Management, Tax Strategies, Income Planning, Asset Allocation Development, Estate Planning Strategies, Insurance Planning and more into one simplified plan. Investment Management Our financial professionals work with our clients to develop an investment strategy that matches their goals. Our proactive approach helps clients develop good investor behavior, avoid market timing, and gain confidence in their financial future. Through regular monitoring we help our clients manage their investments through all stages of life.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5121837
Firm CRD# 302050
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
4009 Thomas Pointe Rd,
Davenport,
IA
52807
Phone Number
309-243-4331
Rian has advised professionals, business owners and executives for over 15 years. Rian founded the Farther Accelerate team to help his clients meet five objectives: (1) Avoid the mistakes of their peers; (2) Maximize their current & future earnings potential; (3) Minimize their tax burden; (4) Position their businesses as attractive acquisition prospects; and (5) Prepare to exit on their terms successfully. We utilize a proven process to build, protect, and transfer generational wealth focusing on relentlessly executing strategies that move the needle.
Farther is the nations leading technology-centric wealth management firm empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. The fastest-growing RIA in the country, Farther manages over $5 billion in assets across 100+ wealth managers and 5,000 clients. For more information, visit https://farther.com/.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 2837924
Firm CRD# 134139
Office Location
West Glen,
West Des Moines,
IA
50266
Phone Number
319-524-2201
Named a Top 50 Advisor in America, Cory established PWM in 2008 to service his clients specializing in Portfolio/Risk Management. A University of Iowa Graduate, Cory now services clients across the country with a focus on Iowa. Cory has 2 daughters, both of which have either attended/attending Univ. of Iowa. He enjoys golf and watching Iowa Football/Basketball. For more information on our process, services, and strategy, please check www.pwm-inc.com, or the link above.
Private Wealth Management was established in 2008 at the height of the financial crisis. We made the move to an independent business model for two reasons: we could specialize in what we do best for our clients and there are no conflicts of interest by being associated with larger Wall Street firms or other financial institutions. We work for our clients and only our clients.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
221 3rd Avenue,
Suite 215,
Cedar Rapids,
IA
52401
Phone Number
319-364-3041
Office Location
2225 Mormom Trek Boulevard,
Suite 200,
Iowa City,IA 52246
Phone Number
319-339-4884
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 1955 | 6824 | $377,222,976,882 | A percentage of AUM, Fixed fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE) |
|
| 645 | 643 | $93,913,367,327 | A percentage of AUM, Fixed fees, Performance Based |
|
| 258 | 213 | $88,549,358,554 | A percentage of AUM, Fixed fees, Performance Based |
|
| 3312 | 448526 | $87,368,733,496 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS) |
|
| 383 | 212836 | $16,157,423,229 | A percentage of AUM, Fixed fees |
|
| 1349 | 54844 | $12,105,712,948 | A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES) |
|
| 15 | 8 | $11,358,738,764 | A percentage of AUM |
|
| 248 | 12286 | $6,377,152,299 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 18 | 2543 | $3,836,918,843 | A percentage of AUM, Fixed fees |
|
| 83 | 9857 | $3,398,671,718 | A percentage of AUM, Fixed fees |
|
| 81 | 4626 | $3,238,513,168 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 14 | 4060 | $2,692,631,181 | A percentage of AUM |
|
| 2 | 491 | $2,378,969,762 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 260 | 11566 | $2,000,456,128 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY ADVISOR FIRMS) |
|
| 170 | 33 | $1,898,014,176 | A percentage of AUM, Fixed fees, Performance Based, Other (REFER TO SCHEDULE D MISC) |
Yes, there are several online tools and resources that can assist you in searching for financial advisors in Iowa. We recommend using the WiserAdvisor online directory for the state of Iowa to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisor's credentials.
You can utilize our Iowa advisor directory as the majority of advisors listed there offer retirement planning services. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services they offer.
Fees for financial advisors in Iowa vary depending on factors such as the advisor's experience, services provided, and the fee structure they use. Common fee structures include a percentage of assets under management (AUM), hourly rates, commission-only, or a combination. A fee-only compensation method can typically be approx. 1.02% of the assets an advisor is managing, while hourly rates may range from $100 to $400 or more, based on the complexity of the services offered. It is essential to understand and compare fee structures when selecting a financial advisor to ensure they align with your financial goals and preferences. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
Before hiring a financial advisor in Iowa, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.
To determine if a financial advisor in Iowa specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. Financial advisors listed on our directory for the state of Iowa specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify an advisor's particular area of specialization, simply click the "View full profile" button next to any vetted financial advisor listed in our directory. Here you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.
A financial advisor in our directory for the state of Iowa can help you with your investment strategy by providing guidance on different investments to diversify your portfolio, monitor your investments, help you navigate market fluctuations, and suggest necessary adjustments to your investment strategy that aligns with your goals and risk tolerance. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.
To ensure that a financial advisor in Iowa prioritizes your best interests, seek out advisors who adhere to a fiduciary standard, which legally obligates them to act in your best interests and avoid conflicts of interest. When selecting an advisor, inquire about their fiduciary status and how they will consistently prioritize your interests. To make sure your best interests are being considered, learn more about the role of a fiduciary financial advisor and the support they can provide.
To check if a financial advisor in Iowa has any disciplinary actions or complaints filed against them, you can use the Financial Industry Regulatory Authority's (FINRA) BrokerCheck tool. This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The detailed information provided through BrokerCheck includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. We recommend Using this guide to know how to use BrokerCheck to evaluate a financial advisor's credentials.
A financial advisor in Iowa can help you with a variety of investments, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. The specific investments an advisor may recommend will depend on your goals, risk tolerance, market conditions, and more. It's important to work with an advisor who can help you develop a diversified investment strategy that aligns with your financial goals. If you are looking to improve your investment strategies, read Why Professional Investment Management May Be Right For You.
Iowa-based financial advisors may suggest considering inflation-protected/indexed annuities as a potential investment strategy to help hedge against inflation and potentially ensure a more stable retirement. These annuities have the potential to protect and grow your investment in accordance with future inflation rates, potentially providing stable retirement income, reducing the risk of outliving your savings, and offering the possibility of tax deferral advantages during lower tax bracket retirement years. To learn more, read on about the Ten Retirement Investment Strategies You Need To Know.
To effectively manage your retirement portfolio in Iowa, start by assessing your current financial situation, including income, expenses, assets, and debts. Followed with setting clear retirement goals based on your desired lifestyle and age of retirement, diversifying your portfolio to manage risk, and regularly reviewing and adjusting your investments as necessary based on market trends. While managing your portfolio independently can be appealing, consider the benefits of working with a professional financial advisor who can offer personalized guidance tailored to your specific needs. To make informed decisions about managing your retirement portfolio, read DIY Money Management vs. Hiring a Professional for Your Financial Needs.
