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Find the Best Financial Advisors in Iowa

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.

Finding the Top Financial Advisor in Iowa

Last Updated - February 25, 2024

Iowa has 7 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 21 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.

List of Qualified Financial Advisors in Iowa

Financial Advisor Experience AUM Minimum Assets Fee Structure
Craig Adamson
CRC®, CRPS®, RMA - Retirement Management Advisor
TRUEWEALTH STEWARDSHIP
888 10th Street,
Suite 101,
Marion, IA 52302
27 Years $50,000,000 Not Specified Fee-Based
Jason Thrap
WMCP®, ChSNC®, CASL®, CFP®, RICP®, CLU®, ChFC®
NORTHWESTERN MUTUAL
1245 Jordan Creek Parkway,
Suite 200,
West Des Moines, IA 50266
11 Years Not Specified $250,000 Fee-Based
Jim Wilterdink
360 FINANCIAL PLANNING GROUP
11888 SE 64th Ave.,
PO Box 10,
Runnells, IA 50237
20 Years Not Specified $100,000 Fee-Based
Paul Fokken
ROYAL FUND MANAGEMENT
231 W. Main Street,
Suite 102,
Cherokee, IA 51012
4 Years Not Specified $0 Fee-Based
Roger Abel
AIF®
PREMIER INVESTMENTS OF IOWA, INC.
3600 1st Ave NE,
Ste 100,
Cedar Rapids, IA 52402
19 Years Not Specified $50,000 Fee-Based
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

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Information on Qualified Financial Advisors in Iowa

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

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.

About TrueWealth Stewardship

TrueWealth Stewardship

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# 5072964
Firm CRD# 2881
Series 6, 7, 63, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 1245 Jordan Creek Parkway,
Suite 200,
West Des Moines,
IA
50266
Phone Number 515-697-4680

Jason currently lives in Waukee with his wife, Elise, and their five young children Charlene, Carter, Caelyn, Carissa, and Coen. Hobbies: Jason is an avid runner and has competed in many marathons throughout the Midwest. He also enjoys golfing, fishing, camping, tennis, and spending time with his wife and children.

About Northwestern Mutual

Northwestern Mutual

Areas of Expertise Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future. Financial Planning Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes. Retirement Planning Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams. Investment Strategies Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.

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, Insurance Products & Annuities


Qualifications CRD# 4933074
Firm CRD# 4933074
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets


Office Location 11888 SE 64th Ave.,
PO Box 10,
Runnells,
IA
50237
Phone Number 515-966-9333

Hello and welcome! I'm Jim, an experienced financial professional committed to assisting you in achieving your financial success. I fully comprehend that financial decisions can bring a mix of excitement and apprehension, often accompanied by a multitude of critical choices. With over two decades of experience, I specialize in personalized strategies aligned with your unique needs and goals. Integrity is my foundation. I prioritize transparency and ethical conduct, ensuring your best interests are always at the forefront. Your financial well-being is my top priority, and I tailor advice to your specific circumstances. My approach is comprehensive, covering retirement planning, investment management, college planning, budgeting, tax optimization, and small business succession planning. I'm here to simplify complex concepts and empower you with knowledge. Independence defines my practice. I'm not bound to specific products or institutions, guaranteeing impartial advice aligned with your goals. Clients appreciate my ability to connect. My small-town upbringing instilled the value of strong relationships, guiding my understanding of your needs. Let's sit down and get to know each other. I'm committed to building a trusted and enduring relationship that paves the way for your financial success. Beyond my work, my wife Amy, an English teacher, and our three childrenParkes, Charlie, and Piperfill my free hours. We share a passion for exploration and adventure, often hiking, visiting parks, or camping, especially in the majestic mountains. Personally, I find solace and inspiration on off-road motorcycle journeys through the Rocky Mountains, connecting with the awe-inspiring beauty of nature. I hope to meet you soon Jim

About 360 Financial Planning Group

360 Financial Planning Group

At 360 Financial Planning Group, our mission is to empower individuals and families to achieve their financial aspirations with confidence and clarity. Guided by a commitment to knowledge, integrity, and personalization, we provide a steadfast partnership that brings value beyond measure. We believe that financial success begins with a foundation of expert knowledge. Our team of dedicated advisors and partners brings years of experience and a deep understanding of intricate financial landscapes to every client relationship. Integrity is the heart of our practice. We strive to operate with unwavering transparency and ethical conduct, placing our clients' best interests above all else. Through clear communication and individualized advice, we build relationships grounded in mutual respect and confidence. Our approach is as unique as each individual we serve. We recognize that no two financial journeys are alike, and thus we tailor our financial plans to address the distinct needs and aspirations of every client. By forging a collaborative partnership, we craft comprehensive strategies that encompass every facet of your financial well-being. With a financial advisor by your side, you gain more than just financial guidance  you gain a dedicated advocate for your future. We are committed to guiding you through life's changes, ensuring that your financial plan remains aligned with your evolving goals. Our goal is to provide you with the fortitude that comes from knowing you have a knowledgeable and caring ally, ready to navigate the complexities of finance on your behalf. At 360 Financial Planning Group, we firmly believe that financial freedom is within reach for everyone. With our expertise, integrity, personalization, and unwavering support, we strive to make that belief a reality for each and every client we have the privilege to serve. Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profi or protect against loss.

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# 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.

About Royal Fund Management

Royal Fund Management

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.

About Premier Investments of Iowa, Inc.

Premier Investments of Iowa, Inc.

Premier Investments of Iowa, Inc. (formerly Financial Seminars, Inc.) is a financial services organization that was established in 1989. Our goal is to provide our clients, who are in need of financial services, a comprehensive approach to financial management. Through LPL Financial, our financial professionals may offer services through several select investment companies, yet have the flexibility to utilize other quality companies in the financial industry. We would like to assist you in pursuing your financial goals today and in the future. Please let us know if we can be of service to you. Our Mission: To educate and inspire individuals, families, and organization to achieve a higher sense of financial confidence.

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 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

About Savant Wealth Management

Savant Wealth Management

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


Customer Reviews

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.

Top Financial Advisor Firms in Iowa (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
PRINCIPAL ASSET MANAGEMENT
801 Grand Ave, Des Moines, IA 50392-0001
1925 13656 $279,108,496,692
A Percentage of AUM, Fixed Fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)
PRINCIPAL REAL ESTATE
801 Grand Ave, Des Moines, IA 50392-0001
484 1522 $93,670,595,774
A Percentage of AUM, Fixed Fees, Performance Based
AEGON ASSET MANAGEMENT US
6300 C Street Sw, Cedar Rapids, IA 52499-5338
289 210 $87,349,594,698
A Percentage of AUM, Fixed Fees, Performance Based
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
3352 461370 $82,427,818,654
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS)
PRINCIPAL SECURITIES, INC.
711 High Street, Des Moines, IA 50392
1430 46075 $9,416,854,861
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES)
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
8300 Mills Civic Parkway, West Des Moines, IA 50266
15 7 $6,512,036,820
A Percentage of AUM
AVANTAX PLANNING PARTNERS, INC.
3390 Asbury Road, Dubuque, IA 52002-2801
239 11570 $5,456,488,469
A Percentage of AUM, Hourly charges, Fixed Fees
BTC CAPITAL MANAGEMENT
453 7th Street, Des Moines, IA 50309-3702
19 2310 $3,621,197,368
A Percentage of AUM, Fixed Fees
FOSTER GROUP, INC.
6601 Westown Parkway, Suite 100, West Des Moines, IA 50266
75 5768 $3,083,295,163
A Percentage of AUM, Hourly charges, Fixed Fees
NATIONS FINANCIAL GROUP, INC.
3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA 52411
85 9788 $3,011,458,350
A Percentage of AUM, Fixed Fees
STEELE CAPITAL MANAGEMENT, INC.
1000 Jackson Street, Suite 201, Dubuque, IA 52001
14 3911 $2,330,408,674
A Percentage of AUM
INVESTMENT CONSULTING GROUP INC
5117 Jersey Ridge Road, Suite 1, Davenport, IA 52807
2 487 $2,104,639,015
A Percentage of AUM, Fixed Fees
AEGON REAL ASSETS US
6300 C Street Sw, Cedar Rapids, IA 52499-5338
161 33 $1,925,716,973
A Percentage of AUM, Fixed Fees, Performance Based, Other (REFER TO SCHEDULE D MISC)
BFC PLANNING, INC.
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402
200 8990 $1,477,309,181
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEE)
AUSDAL FINANCIAL PARTNERS, INC.
5187 Utica Ridge Rd, Davenport, IA 52807
325 8303 $1,415,697,036
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (REVENUE SHARING)

    Select other cities in Iowa to broaden your search for a financial advisor

    Frequently Asked Questions

    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.