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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 - 01-Feb-2023

Iowa has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 780 non-vetted advisors in your local area. These financial advisors in Iowa have an average of 19 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
Craig Adamson
CRC®, CRPS®, RMA - Retirement Management Advisor
TRUEWEALTH STEWARDSHIP
888 10th Street,
Suite 101,
Marion, IA 52302
26 Not Specified 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 Not Specified 250000 Fee-Based
Vince Sturm
AWMA®
GENERATIONS WEALTH ADVISORS
1401 Willis Ave,
Perry, IA 50220
22 $40,000,000.00 Not Specified Fee-Based

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

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, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


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

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# 3128214
Firm CRD# 42046
Series 6, 7, 24, 63, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 1401 Willis Ave,
Perry,
IA
50220
Phone Number 515-465-9843

Independent financial advisor, I work with my clients to set goals, complete a holistic plan and put them on the right path to achieve their goals through our planning process.

About Generations Wealth Advisors

We provide financial guidance that enables our clients to achieve their lifetime goals, desires, and aspirations. In doing this we build peace of mind. Our clients know that our family takes our fiduciary responsibility to them and their assets to heart. We build confidence in our clients by showing them that both they and their loved ones are taken care of throughout their lifetimes and into their legacies. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Generations Wealth Advisors is not affiliated with Kestra IS or Kestra AS. 


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
INVESTMENT CONSULTING GROUP INC
5117 Jersey Ridge Road, Suite 1,
Davenport, IA 52807
$2,714,659,309 466 A percentage of AUM
Hourly charges
Fixed fees
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
4201 42nd Street Ne , Suite 100,
Cedar Rapids, IA 52402
$970,269,118 4139 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
PRIVATE WEALTH ASSET MANAGEMENT
411 6th Ave Se , #360,
Cedar Rapids, IA 52401
$790,374,516 850 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
Hourly charges
Fixed fees
HEACOCK & JONES FINANCIAL SERVICES, INC.
1545 Associates Drive, Suite 102,
Dubuque, IA 52002
$418,845,360 503 A percentage of AUM
Hourly charges
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
Hourly charges
Fixed fees
LSB WEALTH MANAGEMENT
13523 University Ave,
Clive, IA 50325
$181,678,486 553 A percentage of AUM
Hourly charges
Fixed fees
Other (SUB-ADVISER RELATIONSHIPS)
CEDAR VALLEY WEALTH ADVISORS
411 Viking Road , Suite A,
Cedar Falls, IA 50613
$178,768,983 331 A percentage of AUM
Hourly charges
Other (INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FEE)
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
1441 29th Street Ste 310,
West Des Moines, IA 50266
$177,168,000 976 A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES FROM OTHER ADVISORS)
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
Hourly charges
Fixed fees
Other (SHARES IN FEES PAID TO THIRD PARTY ADVISERS)
SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
1075 Jordan Creek Parkway , Suite 240,
West Des Moines, IA 50266
$0 0 Hourly charges
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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