Find Best Financial Advisors in Iowa

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A densely populated state like Iowa has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Iowa and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Iowa
Last Updated - 24-Sep-2022

Iowa has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 760 non-vetted advisors in your local area. These financial advisors in Iowa have an average of 20 years of experience.

NOTE: The list of financial advisors in Iowa mentioned below do 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
Chris Kramer
1200 Valley West Drive,
Suite 403,
West Des Moines, IA 50266
25 Not Specified Not Specified Fee-Based
Craig Adamson
CRC®, CRPS®, RMA - Retirement Management Advisor
888 10th Street,
Suite 101,
Marion, IA 52302
25 $40MM Not Specified Fee-Based
Jason Thrap
1245 Jordan Creek Parkway,
Suite 200,
West Des Moines, IA 50266
11 Not Specified 250000 Fee-Based
Roger Abel
76784, AIF®
3600 1st Ave NE,
Ste 100,
Cedar Rapids, IA 52402
19 Not Specified $ Fee-Based

Information on Qualified Financial Advisors in Iowa

Qualifications CRD# 2423040
Firm CRD# 14869
Series 6, 7, 63, 65

Compensation/Fee Fee-Based

Office Location 1200 Valley West Drive,
Suite 403,
West Des Moines,
Phone Number 515-348-6019

Chris is an Investment Advisor Representative with over 25 years of experience managing investment, retirement, and estate plans for individual and family wealth. Chris's practice focuses on retirees, business owners, families, divorcees, and women wanting financial independence. As an independent advisor, he works to create clarity, allowing clients to confidently take the next steps towards their goals and objectives. Working together, we seek to simplify overwhelming and complex decisions, allowing us to create an executable action plan to help reach their desired lifestyle before and during retirement. Chris is a former professional golfer who is married to Julie (a teacher in the Des Moines School District and they are blessed with two children, Elle and Will). Chris still plays golf and has also become an author, having written a Faith based book, "Pass the Test". Call 515-348-6019 to schedule a Free collaboration with Chris.

About RK Wealth Management, LLC

RK Wealth Management, LLC has been serving the Business Owners and hard working Families of the Central Midwest by providing quality education, wealth strategies and ongoing service. We see the need to protect incomes, livelihoods, retirement dreams and leave a legacy. Our organization helps Families, Business Owners and their Businesses navigate the complexities of financial strategies. We believe that human emotions often cloud the judgment necessary to make positive, life changing decisions. When faced with multiple options outside of your comfort zone and level of skill or experience, objective analysis and action will become increasingly difficult. RK Wealth exists to empower our clients to take action through education and increased awareness.

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,
Phone Number 319-373-4124

Craig and his wife, Ann, have three beautiful, healthy children under the age of 16. Both Craig & Ann are native Iowans. Their kids are involved in softball, baseball, and soccer where Ann and Craig help coach their kids' teams. 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 other boards related to continuing education and advocacy for his profession. 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

We help you gain power over your money through a multi-stage financial planning process. The goal is to get to know you very, very well to create a customized plan that fits what you and your family need, not what some high-budget advertising campaign is designed to sell you. Our goal is to become your trusted partner to help you understand what you have, as well as what you may need to move you closer to your financial goals. Our independent structure allows us to work with your current advisor team, or to introduce you to other professionals who may be able to help you -such as legal or tax advisors. We want to work with people who value professional advice and want an independent, professional advisor to help them make informed decisions about their money. If that describes you, we'd like to meet you to see if we can partner with you.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

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,
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

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# 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,
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. (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

Top Financial Advisor Firms in Iowa (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Principal Real Estate Investors, Llc
801 Grand Ave,
Des Moines, IA 50392-0001
$36,973,306,206 1043 A percentage of AUM
Fixed fees
Performance Based
Nations Financial Group, Inc.
4000 River Ridge Drive Ne,
Cedar Rapids, IA 52402-7534
$2,932,512,290 8473 A percentage of AUM
Hourly charges
Fixed fees
Investment Consulting Group Inc
5117 Jersey Ridge Road, Suite 1,
Davenport, IA 52807
$2,714,659,309 466 A percentage of AUM
Fixed fees
Private Wealth Asset Management
411 6th Ave Se , #360,
Cedar Rapids, IA 52401
$616,767,422 638 A percentage of AUM
Fixed fees
Retireright Consulting Group
1200 Valley West Drive , Suite 707,
West Des Moines, IA 50266
$599,359,006 446 A percentage of AUM
Fixed fees
Heacock & Jones Financial Services, Inc.
1545 Associates Drive, Suite 102,
Dubuque, IA 52002
$418,845,360 503 A percentage of AUM
Fixed fees
Ria Advisory Group, Llc
500 Sw 7th Street , Suite 305,
Des Moines, IA 50309
$364,100,192 2964 A percentage of AUM
Principal Advised Services
655 9th Street,
Des Moines, IA 50309
$261,312,637 5035 A percentage of AUM
Weitzel Financial Services, Inc.
2200 John F. Kennedy Road , Suite 103,
Dubuque, IA 52002
$209,206,357 1246 A percentage of AUM
Fixed fees
Lsb Wealth Management
13523 University Ave,
Clive, IA 50325
$181,678,486 553 A percentage of AUM
Hourly charges
Fixed fees
Cedar Valley Wealth Advisors
411 Viking Road , Suite A,
Cedar Falls, IA 50613
$178,768,983 331 A percentage of AUM
Hourly charges
Five Talents Financial Management Group Llc
1441 29th Street Ste 310,
West Des Moines, IA 50266
$177,168,000 976 A percentage of AUM
Fixed fees
Cedar Point Capital Partners, Llc
329 12th Ave Se , Suite 106,
Cedar Rapids, IA 52401
$136,470,159 896 A percentage of AUM
Hourly charges
Fixed fees
Aegis Wealth Management, Inc.
317 State Street,
Guthrie Center, IA 50115
$120,610,723 1257 A percentage of AUM
Fixed fees
Situsamc Real Estate Valuation Services, Llc
1075 Jordan Creek Parkway , Suite 240,
West Des Moines, IA 50266
$0 0 Fixed fees

    List of Additional Advisors in Iowa*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bradley L Shelman
    Inquire with Bradley
    1580 Mall Dr, Iowa City, IA  52240 319-337-9620
    Bridgewater Advisors
    Inquire with Bridgewater
    340 W 5th St, Dubuque, IA  52001 563-556-1342
    Brad Holland
    Inquire with Brad
    7155 Lake Dr, Ste 110, West Des Moines, IA  50266 515-697-7151
    Aaron D Sannes
    Inquire with Aaron
    6919 Chancellor Dr, Ste A, Cedar Falls, IA  50613 319-234-7000
    Adam J Dean
    Inquire with Adam
    600 4th Street, Suite 1000, Sioux City, IA  51101 712-277-5351
    Andrew Spielman
    Inquire with Andrew
    116 W 8th St, Spencer, IA  51301 712-262-1777
    Barzen & Associates Wealth Advisors on Grand
    Inquire with Barzen
    2716 Grand Ave, Des Moines, IA  50312 515-274-3393
    Bradford Martin
    Inquire with Bradford
    105 E Locust St, Ste 1, Bloomfield, IA  52537 641-664-2169
    Brian C Losh
    Inquire with Brian
    7155 Lake Dr, Ste 110, West Des Moines, IA  50266 515-697-7151
    Andrew Fober
    Inquire with Andrew
    2813 Terrace Dr, Cedar Falls, IA  50613 319-268-4334
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?