There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Bettendorf
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
11
non-vetted advisors in your local area. These financial advisors in
Bettendorf, Iowa
have an average of
25
years of experience.
NOTE: The list of financial
advisors in
Bettendorf, 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
Bettendorf, Iowa.
Qualified Financial Advisors in Bettendorf, 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 |
25 | $40MM | Not Specified | Fee-Based |
Qualifications
CRD# 2751115
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
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 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.
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
Top Financial Advisor Firms in Bettendorf, Iowa (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Nikulski Financial, Inc.
3289 Utica Ridge Road, Bettendorf, IA 52722 |
$288,742,903 | 1150 |
A percentage of AUM Fixed fees |
Tfp Management, Llc
3475 Utica Ridge Road, Bettendorf, IA 52722 |
$155,265,453 | 1238 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Lee Lensch Inquire with Lee |
2525 Kimberly Rd, Ste 2, Bettendorf, IA 52722 | 563-888-1490 |
Lensch, Toporowski & Associates Inquire with Lensch, |
2525 Kimberly Rd, Ste 2, Bettendorf, IA 52722 | 563-888-1490 |
Heather Link Inquire with Heather |
2525 Kimberly Rd, Ste 2, Bettendorf, IA 52722 | 563-888-1490 |
Kerry Toporowski Inquire with Kerry |
321 17th St, Ste A, Bettendorf, IA 52722 | 563-214-1857 |
Toporowski, Clark & Romans Financial Group Inquire with Toporowski, |
321 17th St, Ste A, Bettendorf, IA 52722 | 563-214-1857 |
Daniel Clark Inquire with Daniel |
321 17th St, Ste A, Bettendorf, IA 52722 | 702-562-2257 |
Edward Jones Inquire with Edward |
1805 State Street, Suite 102, Bettendorf, IA 52722 | 563-359-9660 |
Edward Jones Inquire with Edward |
3477 Utica Ridge Rd, Bettendorf, IA 52722 | 563-386-9732 |
Edward Jones Inquire with Edward |
2870 Devils Glen Road, Bettendorf, IA 52722 | 563-332-0517 |
Edward Jones Inquire with Edward |
1805 State Street, Suite 102, Bettendorf, IA 52722 | 563-359-9660 |
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