Find Top Financial Advisors in Iowa
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Qualifications of Financial Advisor in Iowa
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| List of Financial Advisors in Iowa | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Roger Abel Premier Investments of Iowa, Inc. |
3600 1st Ave NE, Cedar Rapids, IA 52402 |
(319) 363-3811 |
| Matthew Kitzman Edelman Financial Engines, LLC |
4825 EP True Parkway Suite 108, West Des Moines, IA 50265 |
(515) 223-0322 |
| Jason Thrap Northwestern Mutual |
1245 Jordan Creek Parkway, West Des Moines, IA 50266 |
(515) 697-4680 |
| Jan Beal, CFP® Financial Advisor WinnerLynk Advisory Group |
1327 Boyson Rd, Hiawatha, IA 52233 |
(319) 730-7526 |
| Craig Adamson TrueWealth Stewardship |
888 10th Street, Marion, IA 52302 |
(319) 373-4124 |
| Wealth Enhancement Group Wealth Enhancement Group |
1056 Jordan Creek Pkwy, W Des Moines, IA 50266 |
(515) 224-1770 |
| Brian Hood, CFP Legacy Financial Group |
6000 Grand Ave, Des Moines, IA 50312 |
(515) 255-3306 |
Information on Qualified Financial Advisors in Iowa
Qualifications
CRD# 4525922
Series 6, 7, 63, 65
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Flat Fee, Subscriptions
Office Location
3600 1st Ave NE,
Ste 100,
Cedar Rapids,
IA 52402
Phone Number
(319) 3633811
Roger is a featured host on WMT 600AM's Premier Financial Hour, which airs Tuesday at 6pm. He is also an executive producer and co-host of Financial Perspectives, a 30-minute financial education program that airs Sunday at 11:30am on KCRG Channel 9. As an independent financial advisor, Roger strives to help his clients reach their dream retirement. His financial planning process focuses on first determining what a client's goals and objectives are for retirement and then working to develop a personalized plan to help achieve those goals. With over 15 years of experience in the investment and insurance industry, Roger has an extensive background in risk management, estate planning, investment planning and working with high net worth individuals. Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses as well as his health & life insurance license with LPL Financial. 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 frequent instructor of educational classes at local colleges and has hosted retirement workshops across the state. Roger currently resides in Marion, Iowa with his wife, Megan and their daughter Blakely. 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.
Roger is a featured host on WMT 600AM's Premier Financial Hour, which airs Tuesdays at 6:00pm. He is also an executive producer and co-host of Financial Perspectives, a 30 minute financial education program that airs Sundays at 11:30am on KCRG Channel 9. As an independent financial advisor, Roger strives to help his clients reach their retirement dream. His financial planning process focuses on first determining what a client's goals and objectives for retirement are and then working to develop a personalized plan to help achieve those goals. With over 15 years of experience in the investment and insurance industry, Roger has an extensive background in risk managment, estate planning, investment planning and working with high net worth individuals. Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses as well as his health & life insurance license. 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. Roger currently resides in Marion, Iowa with his wife, Megan, and their daughter, Blakely. In his free time he enjoys spending time with family, traveling, fishing, hunting, hiking and golfing.
Qualifications
CRD# 4474159
FirmCRD# 104510
Series 6, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
4825 EP True Parkway Suite 108,
West Des Moines,
IA 50265
Phone Number
(515) 2230322
Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2001. Successfully completed the Series 7, 31, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Served in the Armed Forces from 1994 to 1999. Attended Metro Community College in Omaha. Matthew enjoys participating in recreational sports and various outdoor activities.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5072964
Series 6, 7, 63, 66
Office Location
1245 Jordan Creek Parkway,
Suite 200,
West Des Moines,
IA 50266
Phone Number
(515) 6974680
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.
Qualifications
CRD# 1314647
Series 7, 63
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly
Office Location
1327 Boyson Rd,
Hiawatha,
IA 52233
Phone Number
(319) 7307526
Jan is a Certified Financial Planner" professional. She previously worked in Florida as a para financial planner and as a manager in the banking industry Prior to moving back to Iowa in 1998. As a native Iowan, the best gift Jan ever received is when she and her husband, Tom, agreed to move back to Iowa over 20 years ago. Jan and Tom have two children, whom they enjoy spending time with. And though she has had the privilege of traveling to many amazing places, Jan is just as content curled up in front of the fire with her dogs and a good book. Jan is known for her famous pumpkin bread; in fact, her daughter requested it be served at her wedding. Her passion is caring for her clients and helping them achieve their financial goals. Jan is an excellent listener with high emotional intelligence, which enables her to identify and develop meaningful goals and objectives for her clients. Her mother always taught her to treat others how you want to be treated, and Jan lives out this advice daily as reflected in the close relationships she has with her clients. As a financial advisor, Jan has served as President of WISE (Women s Interactive Sales Exchange) for five years. Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. member FINRA/SIPC. WinnerLynk is independently owned and operated. ADTRAX 2149688 DOFU 07/2018
About WinnerLynk Advisory Group
Winner Lynk Advisory Group is a comprehensive financial services and wealth management firm dedicated to providing insight and solutions that assist our clients in their pursuit of financial independence and life goals. Our mission is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Only then can we perform the analysis necessary to recommend proper action steps.
Qualifications
CRD# 2751115
FirmCRD# 6413
Series 6, 7, 63, 65
Compensation/Fee
I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
888 10th Street,
Suite 101,
Marion,
IA 52302
Phone Number
(319) 3734124
Craig and his wife, Ann, have three beautiful, healthy children under the age of 14. 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 affordable Senior housing and Senior volunteering opportunities. 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 parnter with you.
Office Location
1056 Jordan Creek Pkwy,
Suite 224,
W Des Moines,
IA 50266
Phone Number
(515) 2241770
Corporate History / Background Back in 1997, four financial advisors sharing office space discovered they also shared a critical belief: the financial services industry needed a better way to provide advice to clients. They were passionate about that truth. They had complementary skills in financial advice, technical expertise, relationship management and operations that enabled them to translate their passion into action. From those shared beliefs, Wealth Enhancement Group was born. This new approach to financial services put clients first. It made clients long-term partners in planning their own futures based on their values and goals, so that they understood why they owned the investments they did. It ensured our firm's advice would always be in their best interest. Like all good ideas, Wealth Enhancement Group has branched, adapted, and grown as new people work on it. But more than 20 years later, the basics remain. We believe independence from Wall Street, and a client-centered approach to financial services, are good for clients. We believe a team-of-specialists methodology delivers better results than a single financial advisor can offer. And we believe the long-term partnership we create with clients gives them confidence about their financial future.
About Wealth Enhancement Group
At Wealth Enhancement Group, we simplify your financial life through our team-based approach, enabling you to make more confident decisions and be less stressed about managing your wealth. With expertise in six key areas of wealth management, our Roundtable team helps ensure your financial life is examined from all angles: financial planning, tax strategies, investment management, retirement income planning, insurance, and estate planning. You get all the specialized knowledge you need, all through one point of contact. Join us today and rest in the comfort of knowing your entire financial life is unified, simplified and under control.
Qualifications
CRD# 1787301
FirmCRD# 154927
Series 6, 7, 24, 63, 65
Office Location
6000 Grand Ave,
Des Moines,
IA 50312
Phone Number
(515) 2553306
Brian J. Hood is the Founder and Principal of Legacy Financial Group. He has worked extensively in the field of financial planning and investment management. A dedicated financial professional since 1988, Brian speaks of his work with enthusiasm: "What we offer at Legacy is an organized process built around your financial goals." The objective is to help you work toward your goals through proper management of your cash flow, taxes, investment, and insurance. As independent financial consultants, we take great pride in our independence when it comes to investment selection and investment philosophy. We truly work for our clients. Brian is a noted speaker and is routinely invited to conduct education workshops for major employers and their employees throughout Iowa. For relaxation, Brian enjoys spending time with his family and participating in many outdoor activities. He resides just outside the greater Des Moines area with his wife, Kim, and daughters, Beth, Grace, and Emma.
About Legacy Financial Group
OUR PHILOSOPHY "We inspire people to create the life they want, on their terms." Our goal at Legacy is to provide our clients with the comfort and confidence in knowing that their financial future is healthy. Education is the backbone of our practice, and we take pride in helping people learn in an easy to understand and lasting way. We are dedicated to ensuring an exceptional customer experience, which has been proven by the trust our clients have placed in us through the business and referrals they have given. Our Legacy family looks forward to serving your needs today! Our desire is to inspire people to create the life they want on their terms. This is what motivates us to do what we do. As independent financial advisors, we take great pride in our freedom of thought when it comes to investment selection and investment philosophy. Our integrative approach enables us to work with our clients and for our clients. Our business is built upon the following bedrock beliefs, and everyone who works at Legacy embodies these beliefs. We do not see them as words on a page, but descriptors of the way we conduct business and live our lives. Trust: Our clients and colleagues can simply count on the fact that we aim to do the right thing by them. We seek to make choices that are in their best interests and earn this trust through demonstration.
| List of Additional Financial Advisors in Iowa | |
| American Financial Management Ltd | Cedar Falls, IA |
| West Financial Advisors, LLC | Des Moines, IA |
| Investment Advisors Corp | West Des Moines, IA |
| Advantage Investment Management, Llc | Cedar Rapids, IA |
| Silvercap Wealth Management | West Des Moines, IA |
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