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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Bettendorf, Iowa. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions ofdollars and providing financial freedom and security for familiesand individuals like you.
| Qualified Financial Advisors in Bettendorf, Iowa | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Craig Adamson CRPS®, CRC®, RMA - Retirement Management Advisor TrueWealth Stewardship |
888 10th Street, Marion, IA 52302 |
319-373-4124 |
Qualifications
CRD# 2751115
FirmCRD# 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
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